Keep tracked removal metrics current
Set a rhythm for refreshing the metrics your team follows, with current available data written to existing Airtable records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
Metrics copied once can quietly become stale while teams continue to use them in planning and reporting.
- Refresh multiple existing metric records together.
- Keep a useful tracker ready for recurring reviews.
- Avoid relying on values copied long ago.
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 available metrics to refresh in Airtable.
- 3Describe how to match each metric to its existing record and which values to update.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a few real metric records.
Questions about this workflow
Can this show a trend by itself?
A trend needs historical values or snapshots. This workflow updates existing records with available current metrics.
Can all updates be rolled back together?
The Airtable action does not update records atomically. Review results and retain any historical information your process needs.
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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