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Good Day,


I’m trying to manage a number of marketing campaigns at the contact level within AirTable. I’m unclear if automation can be applied to make the process efficient.


My key use case in the tActivity] table is to manage a multi-step campaign over a series of days, where the tDue Date] for each step is calculated off the date of the tCompleted Date] of previous steps for that hContact].


My ask in the post is to determine if automation in AirTable can create a new record in the tActivity] table for a rContact], on a nCampaign] for the next eStep] and calculate the tDue Date] based on the previous steps eCompleted Date] plus the tSkip Days].


It seems like I would use an ifLook-up of a record for a campaign, active status, step, contact and competed date and then create a new record for contact, campaign, step, and calculate the due date based on the previous record. Or can automation be applied to the duplication of a completed record that could make updates?


I would appreciate any feedback on the feasibility of doing this within AirTable or other recommendations.


Thank you.

Hi there! I’m pretty sure what you’re asking for can be done - but could you provide a bit more info about which fields are on which tables?


For example, is the tCompleted Date] a field on the tActivity] table or the tCampaign] table?

Hi there! I’m pretty sure what you’re asking for can be done - but could you provide a bit more info about which fields are on which tables?


For example, is the tCompleted Date] a field on the tActivity] table or the tCampaign] table?


Thank you. I’m interested to hear your thoughts.


I have outline the fields mentioned by indicating the table they come from and the type of field.

bActivity] table fields include

{Due Date} is currently a date field

{Completed Date} date field

{Action Taken} single select field

{Stop Sequence} is check box

{Contact}, linked from Contact] table

{Campaign} linked from Campaign] table

{Step} linked from Campaign] table

{Skip Days} linked from Campaign] table


/Campaign] table fields include

{Campaign} is a concatenate formula field

{Step} numeric field

{Skip Days} numeric field


/Contact] table fields include

{Contact} is a concatenate formula field


What else would be helpful?

Thank you. I’m interested to hear your thoughts.


I have outline the fields mentioned by indicating the table they come from and the type of field.

>Activity] table fields include

{Due Date} is currently a date field

{Completed Date} date field

{Action Taken} single select field

{Stop Sequence} is check box

{Contact}, linked from mContact] table

{Campaign} linked from mCampaign] table

{Step} linked from mCampaign] table

{Skip Days} linked from mCampaign] table


pCampaign] table fields include

{Campaign} is a concatenate formula field

{Step} numeric field

{Skip Days} numeric field


pContact] table fields include

{Contact} is a concatenate formula field


What else would be helpful?


Hi there Joe - I apologize as I think I misunderstood what you’re looking for. However I do think what you want to do can be accomplished using Zapier. What should trigger the creation of the new record? Should it happen upon a date being entered into the field {Completion Date}?

Hi there Joe - I apologize as I think I misunderstood what you’re looking for. However I do think what you want to do can be accomplished using Zapier. What should trigger the creation of the new record? Should it happen upon a date being entered into the field {Completion Date}?


The uses case is upon a record being updated, {complete}, then that record would be duplicated and updated for the next step in that campaign by looking up the step in the ecampaign] table.

I would start by creating a view that is filtered to only show the records that have been marked as {complete}. You’re then going to want to create a Zap that is triggered based on a new record being added to that view.


If you’ve never used Zapier, it’s super user friendly and free up to 5 “Zaps”. The article below will be extremely helpful in walking you through how to do this. I am more than willing to help if you’re comfortable sharing your Base or a “dumbed down” version of it. It’s difficult to try and wrap my head around it without seeing it.


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