Pull and Review Your Airtable Data on a Schedule
Every Friday you spend 30 minutes manually pulling Airtable records for your team's status meeting. Let Notis fetch and deliver them automatically—records appear in your email or Slack ready for review.
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
You manually export Airtable data weekly for reports, status meetings, or audits. It's repetitive, takes time you don't have, and emails easily get lost in your inbox.
- Automatic reporting: records arrive on your schedule without you lifting a finger
- No more digging: data is already formatted and delivered to you
- Consistent reviews: same data pulled at the same times every week
- Audit trail: Notis logs every export, so you have a record of what was reviewed when
Setup
Build it in a few focused steps.
- 1Connect Airtable to Notis in the portal (one-time setup).
- 2Create the automation: ask Notis 'Every Friday at 5 PM, pull all open tasks from my Airtable table and send them to me via email formatted as a list.'
- 3Choose your trigger: 'Recurring schedule' with your preferred day and time.
- 4Pick your delivery channel (Slack, email, or Telegram).
- 5Test by manually triggering the automation to see what records get pulled and how they're formatted.
Questions about this workflow
Can I apply filters to the records Notis retrieves?
Yes. Tell Notis exactly what to pull: 'Get all tasks assigned to me that are overdue, or all deals in Closed Won status from this month.' Notis applies those filters automatically.
How are the records formatted when delivered?
By default, Notis sends a readable list or table. You can customize the format: 'Send as JSON for API consumption' or 'send as an Excel attachment' or 'format as a summary with counts.' Notis adapts to your needs.
Can multiple people receive the exported data?
Yes. List the recipients: 'Send the report to me, john@company.com, and our Slack channel #sales-status.' Notis delivers to all of them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Airtable. A trigger fires from one place; an action lands in another.
Hubspot triggers
Airtable actions
Contact Created Trigger
Contact Created Trigger
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Airtable. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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