Keep company segments aligned with Clay research
Apply your company criteria to available Clay data and keep the resulting segment visible in Airtable.
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
Company segments drift as research changes, leaving prioritization lists out of date.
- Apply your own segmentation rules repeatedly
- Keep the segment close to company records
- Reduce manual classification work
Setup
Build it in a few focused steps.
- 1Connect Clay and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: classify matching companies from available Clay data using my rules and update the Airtable segment field.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company example.
Questions about this workflow
Can Notis choose my segment definitions?
You should provide the definitions and criteria. Notis can apply them to available data but should not invent your business rules.
What if the data does not support a segment?
Ask Notis to leave the record unchanged and report that the evidence was insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Airtable. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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