Automate weekly revenue snapshots from Airtable to Slack
Every Friday, Notis pulls your revenue data from Airtable and posts a visual summary to Slack. Everyone on the team sees the business pulse without you manually assembling reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
You spend 30-60 minutes every Friday or Monday pulling revenue numbers from Airtable, compiling them into a format for Slack, and sending them to the team.
- Reclaim 30-60 minutes weekly by automating report assembly
- Ensure the team sees revenue metrics on a predictable schedule
- Reduce manual errors from copying and formatting data
- Create organizational alignment around shared business metrics
Setup
Build it in a few focused steps.
- 1Connect Airtable and Slack to Notis (one-time).
- 2Create an automation: 'Every Friday at 2pm, pull revenue data from [Airtable table] and post a summary to [Slack channel].'
- 3Select 'Recurring schedule' as the trigger and choose Friday afternoon (or your preferred day/time).
- 4Tell Notis what metrics to include (ARR, MRR, new customers, churn, pipeline, etc.).
- 5Test it once, review the output, and adjust the format or timing for the next week.
Questions about this workflow
Can I include charts or visualizations?
Notis can post formatted tables and summaries. For complex charts, you can ask it to link to a live Airtable view that people can explore interactively.
What if the data isn't ready by the scheduled time?
You can adjust the automation time or manually trigger a report if needed. Notis will pull whatever data is in Airtable at the time it runs.
Can I post to multiple channels or send different summaries to different teams?
Yes. Create separate automations for executive team, sales team, or other stakeholders, customizing the metrics and channel for each.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Slack. A trigger fires from one place; an action lands in another.
Airtable triggers
Slack actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
View Created
Triggers when a new view is created in an Airtable base.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
View Deleted
Triggers when a previously known Airtable view is deleted.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Airtable and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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