Beginners: Build an Intake Workflow in Airtable [full automation] 😲
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- Опубликовано: 28 июл 2024
- Most businesses need a process to capture and delegate work with new leads - an intake workflow. Creating automation around this process doesn't have to be difficult. This tutorial for beginners walks through a fully automated intake workflow (built from scratch) to help you organize this process! 👇
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Learn more at these links: 🔗 👇
Learn the basics of Airtable Automation!
www.garethpronovost.com/webin...
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Table of Contents: 📖 👇
00:00 - What this video covers
01:37 - Create the Data Schema
05:47 - Create a Formula for the Primary Field
08:28 - Build an Intake Form in Airtable
11:08 - Automation #1: Update the Status of a New Inquiry
12:50 - Automation #2: Email Follow Up and Status Update
20:16 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
Airtable - airtable.com/invite/r/v0eI3ASY
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#GAPConsulting #GarethPronovost #Airtable 
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This is fantastic! Thank you for all your detailed videos. I was looking for very detailed walkthroughs for my not so unique project. I guess you just have to start with the basics to develop a proper base. Pun *un*-intended.
haha! Yes, that's what we find to be the most successful. Getting the basics down will allow you the flexibility to build whatever you need!
perfect, very useful .
Please let me know if there is an extension that allows to look at the data vertically. WOuld be extremely helpful for finance people who try to use airtable as a way to calculate margins and costs and in vertical view you can capture a lot more data without having to scroll for ages to find the required column.
To the best of my knowledge, I don't think so. You could check out On2Air as they have some new extensions that may help?
This is very helpful! Is there a way to fix if the email automation part gets an error message? I'm seeing "Google reported an error while processing this action:Request had insufficient authentication scopes." I reached out to Airtable's support and their response times are pretty long🙃
Hi! Not exactly sure what is causing that error, sorry!
Automate the Bu!* $^(#. I love it! A new tagline!!!
Haha! Thanks!