Give each activity review a dated summary
Save a concise view of available CDR activity at regular intervals so your team can review what was happening at the time.
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
A single current view makes it hard to revisit what the team saw during a previous review.
- Create a dated record for each review period.
- Keep summaries available for future discussions.
- Reduce time spent gathering context before a check-in.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Airtable once in the Notis portal.
- 2Create an automation and tell Notis to summarize available activity and save a dated record.
- 3Name the destination table and state the period label and activity details to include.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period.
Questions about this workflow
Can it compare activity with earlier periods?
Only when prior-period data or saved snapshots are available. The summary cannot create a missing baseline.
What gets saved?
The summary details you request that are available from Cdr platform, along with any period context supplied or determined by the scheduled run.
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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