Step 1: Setting up the Champion Accounts
This is usually done between September and October to be ready for invoicing after the conference.
The automations are in the Make Folder: Novi Champion Account Reports
A Jotform is used to trigger the automations
This starts the Novi Champion Account Details Report 1
Note - if the form is for creating an invoice, it will send the information straight onto that scenario.
Otherwise it will generate a renewal form in Knack, and create an email that can be sent to the member company
Annual Updates Required
Make sure that the Airtable is updated with the latest dues and Grad Discount Years
The example below is for 2026 member year
Step 2: Generate Invoice
When everything is ready, the same Jotform is used to generate an invoice.
This will send the information onto the Make Scenario: Novi Champion Account Create Invoice
Annual Updates Required
Set the member year in the scenario (2nd module)
Set the expiry date in the scenario (3rd module)
Change the default expiry date in the JotForm
Step 3: Invoice is Paid
Once the invoice is paid it is picked up by the Join and Renewal lists and Processing scenarios. These process both individual and Champion Practice Renewals, and are discussed in another article.