My base consists of:
Leads are the main record, which can have everything else linked to it.
I have built two forms: One for logging interactions and one for creating new tasks. I’ve also created a formula to pre-fill a lot of the fields in the form whe it is of type Follow up. This is triggered through a button i created in an interface, and just pre-fills the form, since airtable doesn’t have default values.
"https://airtable.com/shrTe9i8VpCTWaRMB?" & "prefill_Task%20type=" & ENCODE_URL_COMPONENT("💫 Follow up") & "&" & "prefill_Focus%20area=" & ENCODE_URL_COMPONENT("💰 Biz dev") & "&" & "prefill_Life%20Area=" & ENCODE_URL_COMPONENT( "👻 Blueghost") & "&" & "prefill_%F0%9F%92%A7%20Status=" & ENCODE_URL_COMPONENT("Open")
What I am trying to achieve
In order to speed up my workflow, I want to automatically create a follow up task, once I log an interaction with a lead. This should save me from having to fill two forms, and facilitate creating a task that should be linked to the the same Lead, contact, opportunity or whatever references were used in the interaction.
The task has a due date, so I would either need to pick the date or it should calculate +3 +5 or +7 days from now, week days.
I just logged an interaction:
Contact (person X)
And now that should trigger a follow up task to be created, referencing the same lead and contacts from previously, of type follow up, priority I decide, some pre-filled fields I have and X date or auto-calculated date.
Thanks in advance!