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I have discovered airtable in the last few days, so very amateur! 


I have created my first couple of automations to send an alert to managers e-mail when specific actions need to take place. The trigger e-mails include complete an absence review meeting if a staff member exceeds Bradford score of 150, and another is complete punctuality investigation meeting if employee is late more than 3 times in a month for example. The information like absences, probation due dates, lateness are stored in different bases.
 

I would like to know whether it is possible to use these alerts to create a task list from all bases so I don't have to go into multiple bases and tables to find outstanding tasks. I would then like to be able to upload an attachment of say a performance review and this to automatically update to a completed task.

 

Thanks in Advance!

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Hey ​@BethHanson!

Absolutely. This can be achieved. If I may, I would actually suggest to have all of your bases merged into one unique base unless you have great reasons for not doing that (e.g. hitting record count limit, or disclosure of information to different users).

To handle automations between DIFFERENT bases (e.g. when automation in base A gets triggered, create a task in base B) you’ll need to either (a) use scripts within your automation of base A to create a record in base B via API call, or (b) have your automation in base A call a webhook (probably via script as well, but way shorter and easier to handle) to trigger an automation in a third party automation tool such as Zapier, Make, or n8n (more about them on this other Article), and have the workflow/automation on this tool create the record on base B. 

I would say option (b) above is pretty much “no-code” so no technical background is needed.

If you need any help setting this up, please feel free to schedule a call using this link!

Mike, Consultant @ Automatic Nation

Hmm, if you’re on the Business plan you could try using the ‘When email received’ trigger?  On a Teams plan you could use the ‘When Outlook email’ received trigger too.  Wouldn’t be as clean as using a third party tool like Mike suggested though

If you’re interested in dabbling in code stuff, you can look into Airtable’s webhook automation trigger to create the records in your task base too; fairly straightforward and simple script

 

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