Get a recurring prospect discovery brief in Airtable
Keep discovery moving with a scheduled brief that captures the prospects Clearout finds against your criteria.
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
Prospecting often gets pushed aside when research has to be restarted every time there is a free moment.
- Run prospect discovery on a recurring schedule.
- Keep a compact findings brief in Airtable.
- Review research when it fits your workday.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to create from any channel.
- 3In one instruction, define the prospect criteria, ask Notis to find prospects with Clearout, and create an Airtable record with a concise findings brief.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of prospect criteria.
Questions about this workflow
Can I use criteria that change over time?
Yes. Update the instruction when your prospect criteria change.
Does Airtable store all prospect details?
This workflow is designed to create a brief. Ask for individual records if you want the results added as a prospect list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Airtable. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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