Keep KPI follow-up visible in Airtable
Review scorecard KPI information on a schedule and capture useful follow-up as Airtable records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
KPI issues can be easy to lose among scorecards, strategy maps, and day-to-day founder work.
- Keep KPI follow-up in a familiar Airtable workspace.
- Reduce manual review and transcription.
- Give next steps a visible home.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Airtable once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3Ask Notis to review available BSC Designer KPI information and create Airtable records for items needing follow-up.
- 4Choose a recurring schedule as the trigger and select where run reports go.
- 5Test with one real scorecard example.
Questions about this workflow
Does BSC Designer start this workflow with an event?
No. BSC Designer has no listed trigger events, so this workflow uses a Notis schedule.
What will Notis put in Airtable?
Notis can create records based on KPI information it can access. Tell it what should qualify as follow-up and what details matter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Airtable. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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