How to create an automation in Airtable

How to create an automation in Airtable

Overview

Streamline your tasks in Airtable by creating powerful automations to boost efficiency. This guide empowers you to organize and automate processes seamlessly, enhancing user experience and simplifying navigation. Learn the step-by-step process of crafting automation within Airtable, ensuring optimal efficiency and clarity in your project management endeavors.

1. Begin by clicking the automations section.

1 Click on "Send an email"

2. Next, tap the function.

2 Upload

3. Now, initiate a new automation.

3 Click here

4. Turn the feature 'ON' to activate it.

4 Click on "Switch to 'ON'"

5. For this example, set up the trigger as 'When a form is submitted'.

5 Click on "When a form is submitted"

6. Choose a table for the action.

6 Click on "Select a table"

7. Move on to select an appropriate form.

7 Click on "Select a form"

8. Let's tap on 'New Form' for this example.

8 Click on "New Form"

9. Apply the recommended record.

9 Click on "Use suggested record"

10. Then click here to incorporate some advanced logic or actions.

10 Click on "Add advanced logic or action"

11. Like opting to dispatch a message for updates on Slack.

11 Click on "Send message"

12. Select the designated account for receipt of the message.

12 Click on "Select account"

13. Compose the content before final send-off.

13 Click on ""

14. Make sure you toggle the button to activate the automation!

14 Click on "Generate a preview"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker