Keep targeted member email follow-ups from slipping
Review the relevant Airtable records on a cadence and surface the follow-ups your team has already defined, so the next action is easier to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Targeted outreach creates follow-up work that is easy to overlook when status and next steps live in a busy table.
- Bring tracked campaign follow-ups into a concise report.
- Use existing status and next-step details to focus attention.
- Reduce manual scanning of outreach records.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, identify relevant Airtable records and define which email follow-ups to report based on stored details.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and verify the report reflects your team's follow-up rules.
Questions about this workflow
Can this tell who has not replied?
Only if reply or outcome status is available in the Airtable records or supplied context. The workflow cannot know email activity that is not represented in its inputs.
Does it send the follow-up email?
No. This action lists records so the team can review follow-ups.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Airtable. A trigger fires from one place; an action lands in another.
Brilliant directories triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Brilliant directories and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Airtable.