User Guide to Airtable Automations

By Brian Laleye · October 17, 2022 · 7 min read

After the launch of the Airtable Automation feature, the Airtable users’ productivity grew to different levels. With this feature, users can automate directly from inside their databases without taking the help of any third-party software.

With Airtable Automations, users create automation for adding a set of tasks when a new project is completed. It will overall save your effort as well as time in doing manual data entry operations.

Summary

What is Airtable Automation?

Image source

Airtable Automation helps you accelerate, centralize, and control your workflow. With its help, you can also customize and design your Airtable Actions like:

Sending Emails with the help of Airtable.
You can sync Airtable with Google calendar.
Using Airtable, you can send messages in MS Teams and Slack.
You can schedule tweets and various other social media posts.
You get an option to register payments with the help of Stripe.
Managing files using Dropbox becomes easy.
You can also make post-action for your Facebook Pages.

Inside of Airtable Base using Automations, customer-trigger action processes can be configured. Moreover, with its help, you get an option to automate repetitive activities, which as a result, improves communication efficiency along with lessening the total margin error to save you lots of time.

In our busy schedule, we also want to stay updated many times at the top level; for that, you can configure Airtable Automations, which will send notifications on your workspaces like Trello, Slack, etc., keeping you updated all the time.

Critical Advantages of Airtable Automations

Airtable automation is excellent in terms of adapting to changing demands. Its merit is that if data increases more at some point in time, then it would also remain stable with continuous delivering performance as before.
Airtable Automations is best in terms of optimizing your workflows and courses. In the case of any stage of construction of automation, you find the process inefficient. On that point, only you can recreate and optimize your workflow and procedures.
With the help of Airtable Automations, it becomes easy to avoid doing tedious legwork. Thus, you won’t be doing copy paste things as these features of Airtable Automation can do it for you.

Functionalities and Features of Airtable Automation

The marketplace of Airtable Apps

With the help of Airtable Apps, you can enrich, analyze and take action on data efficiently. With multiple functionalities like Pivot Tables, Time-tracker, URL Preview, and Jira cloud, you can efficiently remix open-source apps. You can customize them for your desired workflow.

Collaboration Tools

Airtable collaborators are permitted to decide what they can edit or not in their Workspace Base. If the proper permissions are granted, assigning specific people who can only edit information on your Airtable Base becomes easy.

- Owner/Creator gets full access to handling databases that include adding, modifying, locking, unlocking, and moving workplaces from one location to another.
- Commentator gets access to look at the entire database, but he can only comment on it without the authority to make changes.
- Readers have the authority to only see databases without any rights to edit or comment on the records.

Simplest Database Tool

Airtable is undoubtedly the most potent user-friendly Database Management tool among all the similar tools available in the market.

It has excellent features like simple UI, collaborative workflow, No code tools, and multiple varieties of templates for managing projects thus your work would be at the top with its powerful functionalities.

Integrations

Airtable comprises an excellent in-built feature that supports many apps and robust API.

With the help of Airtable, you can connect with Box, Google Drive, SMS, Salesforce, GitHub, Trello, and various social media networking apps such as Instagram, Facebook, and Twitter.

Examples of Airtable Automation and Its Working

If you are thinking of starting using Airtable, the best thing is that you won’t require any prior coding knowledge like RestApp.

Similar to this, it also applies to Airtable Automations as all functions in it are entirely rule-based.

The most important thing you need to do is create triggers and actions for kicking off the operations.

Here we will discuss some of the Airtable Automations examples from which you can get an idea about which all things you can automate:

Document Automation

In this application, you can directly link your Airtable with a document automation solution that would generate automatic documents by sending queries stored in the data store.

Moreover, you can also create documents from Airtable for submissions.

You can also upload the newly generated documents automatically to records in the Airtable application.

For this solution, Zapier integration becomes an essential part of the process.

Manage Requests

The most important thing the customer is always looking for is fast and efficient service.

Even though it becomes difficult to meet all the services at the same time to deliver high-quality service. But a tool like Airtable makes this thing also possible.

In this, you can automate your request so that all requests will be received automatically.

With this automating, the email sent by the clients can also be done to review work. In addition, the proposal also gets forwarded to relevant departments handling various other tasks.

Conclusion

At RestApp, we’re building a Data Activation Platform for modern data teams.

We have designed our next-gen data modeling editor to be intuitive and easy to use.

If you’re interested in starting with connecting all your favorite tools, check out the RestApp website or try it for free with a sample dataset.

Discover the next-gen end-to-end data pipeline platform with our built-in No Code SQL, Python and NoSQL functions. Data modeling has never been easier and safer thanks to the No Code revolution, so you can simply create your data pipelines with drag-and-drop functions and stop wasting your time by coding what can now be done in minutes!

Play Video about Analytics Engineers - Data Pipeline Feature - #1

Discover Data modeling without code with our 14-day free trial!