Here’s how to use Airtable Automations to keep you updated on anything that happens in your base. Customize your own email, Slack, or Microsoft Teams notifications for you, your team, or customers.
You can always count on notifications to keep you up-to-date on changes, but notifications can quickly become a nuisance when you don’t have much control. With Airtable Automations, you can set up a simple flow that puts notifications where and when you actually want them.
You can send notifications via email, Slack, or Microsoft Teams to yourself, your colleagues, or even customers—all without ever leaving your base. Let’s take a look at how you can set up an automation that sends both an email notification and a Slack notification after a request form is submitted.
Make a copy of the base below if you want to test out a working setup—or you can follow these step-by-step instructions to create a notification automation in one of your own bases.
Click the “Copy base” button in the embedded base to add this example automation to one of your workspaces.
In order to build this automation, you’ll need a couple of ingredients. First, you’ll need an Airtable account with a base you want to use for this automation. You’ll also need an email, Slack, or Microsoft Teams account to receive the notifications.
Once you have those things ready to go, you’ll also need to determine the condition that will trigger these automations. To do that, pick a field in any of your tables and decide what kind of change you want to track. You can pick virtually any kind of change you like, whether it’s watching for a chosen option in a select field, reaching a deadline in a date field, or matching any other specific state you choose.
For instance, in the embedded base above you’ll find a single select field called “Status,” which contains multiple options and an automation that triggers when this status field is in a specific state.
The example automation in this base sends notifications when the Status field is empty, indicating that a new request has been added to the Request Log table but has not yet been prioritized. We’ll continue discussing this example with each step of the process, but remember that you don’t have to adhere to the specifics of this example and can set up your conditional trigger however you like.
If you want to set up email notifications, you’ll also need either an email field or a collaborator field to ensure that your automated email notifications make their way to the correct people.
Now that you have everything you need and know what you want to accomplish you’re ready to create your automation.
Step 1: open your base and create a new automation
Open the base that you prepared following the Setup section above, then click the Automations button in the top right of your base. This will open the Automations side panel.
Once the side panel is open, click the blue“Create an automation” button.
If your base already has some automations, you can create a new one by clicking on the“+ New Automation” button above the existing automations. Feel free to rename it if you’d like.
Step 2: set up your trigger
Now let’s setContinue reading