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Add linked record to new table automatically

Topic Labels: Automations Sync
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sophiel
4 - Data Explorer
4 - Data Explorer

Thanks in advance for the help - unsure if this is an automation, lookup or sync question.

I have two tables in my base that I need to somehow link.

Table #1: Content calendar, where posts are to be planned and marked as "ready for approval"

Screenshot 2023-12-27 at 2.48.25 PM.png

 

Table #2: Task Management, where ideally, once a post in the content calendar table is ready for approval, would automatically be populated into this table with the same info. I would ideally like to be able to switch the status to approved here too and it would be reflected in content calendar. I would also need to add tasks manually in this table that aren't related to posts.

Screenshot 2023-12-27 at 2.49.11 PM.png

 

I've played around with automations and lookup fields but am at a loss for this one and may not be expert enough to fully understand lookups. Do I need both tables to have exact same columns? Thanks in advance!

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