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Find tracked campaigns with optimization opportunities

Use recurring reviews to identify where an optimization check may deserve a closer look.

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

Potential improvements stay buried when campaign reviews and the team's tracked records do not meet.

  • Surface records linked to potential improvements.
  • Make optimization review easier to prioritize.
  • Keep review output connected to existing tracking.

Setup

Build it in a few focused steps.

  • 1Connect Campaign Cleaner and Airtable once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis which campaigns to review for optimization opportunities and to list matching Airtable records for human follow-up.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one campaign and review the matching records.

Questions about this workflow

Will the workflow decide which recommendations to implement?

It can summarize findings, but define your own decision criteria and review recommendations before making campaign changes.

Can it find records without a campaign identifier?

It needs enough information to identify relevant records; provide that in the instruction or request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Campaign cleaner to Airtable. A trigger fires from one place; an action lands in another.

Campaign cleaner triggers

Airtable actions

Recurring trigger

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

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

Connect any two apps with Notis in the middle.

Campaign cleaner and Airtable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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