Start reporting with the records already gathered
Have Notis find the records your team needs for a reporting review and include the available details in its run report.
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
Reporting prep becomes a scavenger hunt when useful order and removal records are spread across a large table.
- Find relevant records before the reporting session.
- Reduce repeated table searches during report prep.
- Make missing information easier to spot early.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Airtable once in the Notis portal.
- 2Create an automation and tell Notis which Airtable records to gather for a reporting review.
- 3Name the table and describe the period, statuses, or other available criteria to use.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real reporting period.
Questions about this workflow
Will this fill gaps in the reporting data?
No. It can gather available records and surface missing information, but missing history or baselines must be supplied.
Does this write a report into Airtable?
No. This action lists records for review, and the run report destination receives the gathered results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Airtable. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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