We have built a CMS system for our content and marketing initiatives and require a few automations/formulas to make the system more user-friendly for us.
I’ve listed these in order of priority:
#1: SORT DATE
On the content side, we have a number of deadlines to meet, based on the Status (phase of the project).
At present, the table default is to sort based on Publish Date.
REQUEST: We’d like automations/formulas written that would alter the sort based on the Status (and the corresponding due date).
For example: Status is changed from 1st Draft to Z: Feedback of 1st Draft → The sort order would then be based on the deadline assigned to Z: Feedback of 1st Draft and not the deadline for 1st Draft.
AIM: To be able to view all tasks for all content pieces based on due dates (not just based on status or assigned to or publish date).
#2: ADD AUTOMATIONS
We just need someone proficient to go in and add the automations as per the “formula” → When Assigned To changes to XXX, notify XXX in Slack (there are already a few examples in the Automations, just need someone to complete the rest).
#3: EXAMINE WP INTEGRATIONS TABLE
We created this table with the hope that once a specific Status was reached in the Content table, the content piece would then automatically shift to this table AND there would be an automatic upload to our Wordpress site.
The problems we ran into:
*Can’t write custom code, use a WP plugin or get access to FTP for our site (these are no-go zones for anyone outside of the company).
*At the moment, we believe you cannot automatically upload a draft version to Wordpress only a published piece (so it goes live, immediately).
*At the moment, we believe the only way to automate a Wordpress upload is to create a NEW row… but we don’t do that, we have an existing row with a new Status.
NOTE: We are open to other suggestions, but do not want to recreate our entire Airtable system (unless you have a VERY compelling reason to take this drastic step).
We are also open to other suggestions to help us streamline or simplify our process, but don’t have unlimited budget, time or manpower. Our priority is to address the three needs above and then discuss other options.