How to Automatically Link Records with Airtable Automations (EASY!)

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  • Опубліковано 5 січ 2025

КОМЕНТАРІ • 21

  • @BenGreenSystems
    @BenGreenSystems  3 роки тому

    Interested in scaling your back end operations without doing it all alone? Schedule a call using www.optimizeis.com/main

    • @michaelmcclellanjr9831
      @michaelmcclellanjr9831 3 роки тому

      I have a spreadsheet of contacts. One of the columns is the Company that they work for. In my base, I have a Companies table and a Contacts table. How do I get Airtable to try and link each Contact to a Company?

  • @crystalroberts7799
    @crystalroberts7799 10 місяців тому

    This was super helpful! Thank you!

  • @joyousmorgan8807
    @joyousmorgan8807 Рік тому

    @1:50 how did you get those colored lines to the left of the screen beside the numbers 13, 14, 15...24? the colores are blue orange purple green?

    • @BenGreenSystems
      @BenGreenSystems  Рік тому

      You can use the color setting in the view toolbar. Set it the same as the single select field that is a status

  • @jley7027
    @jley7027 Рік тому

    That's great, but is there a way to include variables on the fields of the newly added records, so it's not just "Ben Greene", but assigned to whoever owns that opportunity? (based on a field in the Opportunity table)

  • @grihithbhoir7063
    @grihithbhoir7063 Місяць тому

    WORKS!

  • @agoogleuser6937
    @agoogleuser6937 5 місяців тому

    What are the pros and cons of linking records with a script vs with a non-scripted airtable automation?

  • @StefanoLBP
    @StefanoLBP 3 роки тому

    What about if after add the new task with the criteria you put into you condition you are going to change? It doesn't update automatically the record. any suggest?

    • @BenGreenSystems
      @BenGreenSystems  3 роки тому

      Can you include a more detailed question? I would love to help!

  • @adriananis2
    @adriananis2 3 роки тому

    good vid!

  • @alisherfez32
    @alisherfez32 3 роки тому

    Great vid

  • @oxigo73
    @oxigo73 Рік тому

    Hey guys !
    Here a touchy problem for experts on Airtable !
    I've built a Softr app, for founder and experts. To exchange feedbacks onto founders projects.
    I try to create an automation that : links the record from Feedback sheet, to Founders project sheet.
    When a expert write a feedback, to a specific founder project. I would like to automaticly notify the founder that a new feedback was submitted.
    Is anyone can help me ? :)
    Thanks,
    See you !

    • @BenGreenSystems
      @BenGreenSystems  Рік тому

      Hi @xoigo73, yes we can help you. Book a call in here and we can discuss: www.optimizeis.com/

  • @ariel_pedernera
    @ariel_pedernera 2 роки тому

    Tremendoo! 😀

  • @Grovezy
    @Grovezy 3 роки тому

    Ok, now how do i make it to an entire list

    • @BenGreenSystems
      @BenGreenSystems  3 роки тому +1

      prefill a comma separated list of values you want to link to