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#Airtable slack how to#

Or you could have it trigger only when both of those conditions are met.

Or you could have it trigger when the date value in the "Deadline" field is less than three days away.

Trigger whenever the value in the "Status" field is "Needs approval".

For example, you could have this automation: You can follow this example if it meets your needs, but you could also set up other conditions based on your specific workflow.

Then, click the blue + Add condition text, select the field you want to watch for updates from the available options, and choose the condition or conditions that meet your needs.Īs you can see in the example above, we’re checking to see if the “Status” field is empty so that notifications trigger whenever the "Request Log" table receives a new request.

First, select the table you want to work with.

Next, you'll need to configure the trigger: Now that you have everything you'll need and know what you want to accomplish you’re ready to create an automation.

Optional - 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.

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. 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. 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.įor 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. To do that, pick a field in any of your tables and decide what kind of change you want to track. Once you have those things ready to go, you’ll also need to determine the condition that will trigger these automations.You’ll also need an email, Slack, or Microsoft Teams account to receive the notifications.First, you’ll need an Airtable account with a base you want to use for this automation.In order to build this automation, you’ll need a couple of ingredients: 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. 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. You can send notifications via email, Slack, or Microsoft Teams to yourself, your colleagues, or even customers-all without ever leaving your base. With Airtable Automations, you can set up a simple flow that puts notifications where and when you actually want them.

You can always count on notifications to keep you up-to-date on changes, but they can quickly become a nuisance when you don’t have much control. Owners/ Creators - Can create or edit automations in Airtable

#Airtable slack how to#

Learn how to use Airtable Automations to stay updated on anything that happens in your base by customizing your own email, Slack, or Microsoft Teams notifications for different individuals or audiences.Īll plan types with different automations usage limits