Don’t worry that you have no idea about coding, all these automations are rule-based. You simply create triggers and actions that will set the ball rolling. That said, some tasks that we perform regularly can be automated if we give them some thought. With Airtable automation, all you need is a bit of creativity. These five examples should give you an idea of what else you may be able to automate.
Clients want prompt service and yet you may not be able to attend to all of them at once. Well, with Airtable you can do that. Automate request management so that all requests receive automated responses and the request is directed to the concerned department to be attended to. This relieves you from performing admin tasks all the time. You can even automate emails sent to clients to review work done.
By connecting Windward Hub with Airtable you can now automatically create documents by querying data stored in it. You can also generate documents automatically from AirTable form submissions and even upload the generated documents automatically to new records in AirTable (through Zapier integration). There’s a world of possibilities when you opt for our Hub to do complete document workflow automation in Airtable.
You probably already use Airtable to keep track of tasks that you have to perform. Well, you can set up Airtable to link with your calendar so that it will automatically enter tasks into your schedule. This means you just have to check your calendar to know what has to be done. Or you can go further and utilize the next automation idea.
Whether it is personal notifications or notifications for clients and colleagues, everyone can remain informed in real-time if you set up Airtable notifications. These alerts can be sent directly to email or apps that you may be using like slack. You just need to set it up to respond to triggers within your workflow. For example, if a form is filled requesting for a service, an alert can be triggered and sent to Slack for the team to respond.
Within Airtable, you can set a process flow that sends out automatic approvals. Every time that a particular task is marked ready for approval, it will trigger a response email that approves the task. With this one though, you need to have set up other automated processes that guarantee the task meets approval standards.
Airtable can serve as a flexible rules train to help you create a trigger-based sequence of actions without involving developers and expensive tools.
If you've just discovered us, we're excited. Try Windward Hub with our 14-day free trial and take your document automation and management to the next level. Try it today.