Hey @Nick_Robins
We can implement an intelligent, sequential assignment system utilizing Airtable automation (or Make.com for enhanced flexibility) to allocate new Softr records to team members in a round-robin manner within designated user groups.
This approach guarantees that every individual receives an equitable distribution of tasks without the need for manual supervision.
We will oversee the assignment logic with a “Last Assigned” tracker and employ conditional logic to advance to the next team member in line. For the progress dashboard, we can create Airtable views or leverage Softr's dynamic display features to provide user-specific and group-level project tracking.
Each task will feature status updates, and we will establish workflow gates to ensure that no one can proceed to the next step until the current one is completed—ideal for project-based workflows. The result will be a clean, visual, and fully trackable system!
I’ve just started some work as a freelancer for a company who have an eco system where airtable is the referencing hub for projects. Softr is used to create records linked to projects and the API pushes through the records to sit in Airtable.
I’m searching for a way to create workflows easily:
- Generate automations whereby records that are imported from Softr to Airtable are automatically assigned to people in user groups on a sequential basis to spread workload
- Create a dashboard on progress for each user and user group to track progress.
NB- this is entirely project based and therefore each step must be complete before progression.
Thanks alot in advance for your input and advice!
This is still outstanding. I have seen that AI Assist is being introduced but my client doesn’t have access to this yet.
I would appreciate some advice!
PS thank you to the person above for your comment on offering your services. If youre able to offer some time for free to explain the process that would be helpful.
#database #integration #automation #development
