Start sales planning with a pipeline brief
See the few records that deserve attention before the day starts.
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
Daily planning expands when every record must be scanned manually.
- Shorten daily planning
- Focus attention on meaningful records
- Keep sales priorities visible
Setup
Build it in a few focused steps.
- 1Connect Close and Airtable in Notis once.
- 2Create an automation named Prepare pipeline brief.
- 3Tell Notis to list the relevant Airtable records and produce a prioritized brief for Close follow-up.
- 4Pick a recurring schedule, choose a report channel, and test with one morning review.
Questions about this workflow
Can the brief use custom priorities?
Yes. Describe the prioritization rules in the prompt.
Does it send anything through Close?
No. It prepares a report from Airtable data for your sales workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Airtable. A trigger fires from one place; an action lands in another.
Close 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.
Close and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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