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 [Activity] table is to manage a multi-step campaign over a series of days, where the [Due Date] for each step is calculated off the date of the [Completed Date] of previous steps for that [Contact].
My ask in the post is to determine if automation in AirTable can create a new record in the [Activity] table for a [Contact], on a [Campaign] for the next [Step] and calculate the [Due Date] based on the previous steps [Completed Date] plus the [Skip 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.