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Review Member Follow-Ups from Brilliant Directories in Notion

Turn member information available at a set time into a Notion queue, so follow-ups are easier to see and prioritize.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Insert row database

Creates a new page (row) in a specified notion database.

Why this helps

Periodic member follow-ups can slip when teams have to remember to review the directory and recreate next steps by hand.

  • Create a reviewable queue from member information available to the run.
  • Keep follow-up needs visible in a familiar Notion workspace.
  • Reduce the effort of recurring manual reviews.

Setup

Build it in a few focused steps.

  • 1Connect Brilliant Directories and Notion once in the Notis portal.
  • 2Create an automation in Automations, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to review the available member information and create a Notion row for each follow-up that needs attention.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real review example and confirm the rows reflect the information available.

Questions about this workflow

Will a schedule automatically retrieve every member record?

Only information available to the automation run can be reviewed. The workflow does not assume access to records or history that Brilliant Directories has not provided.

How should I avoid duplicate follow-up rows?

Ask Notis to check for an existing row using a stable member identifier when one is available. If the identifier is missing, supply a deduplication rule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Brilliant directories to Notion. A trigger fires from one place; an action lands in another.

Brilliant directories triggers

Notion actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add multiple content blocks (bulk, user-friendly)

Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add content to Notion page

Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.

ActionInstant

Append complex blocks (advanced, full control)

Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.

ActionInstant

Archive Notion Page

Archives (moves to trash) or unarchives (restores from trash) a specified notion page.

ActionInstant

Create comment

Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).

ActionInstant

Create Notion Database

Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.

ActionInstant

Create Notion page

Creates a new empty page in a notion workspace.

ActionInstant

Delete a block

Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.

ActionInstant

Connect any two apps with Notis in the middle.

Brilliant directories and Notion, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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