Classify records by matching them with Airtable automation

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4 - Data Explorer
4 - Data Explorer

Hi there!

Hope everyone is doing great! Remind to drink water 🙂 

I'm working on a project to connect two different users (not the same table).
I want to set up an automation to match records by using two records, geographical area and interests.

Let's first try by doing matches with one field.

I have two different users :

Our client : they want to meet people from France, USA, Italy, Brasil (for example).

Our Partners : usually from one country.

Both of the country fields have same naming convention and are both a Multiple Select.

I have created a specific table "Matching Table". On an interface which is a little CRM for our clients, I created a button to create a record on the Matching Table.

Once the record created in the matching Table (here is the automation I try to create) I want to add Partners records (Link to DB Partners) to the record created for the client.

The problem is that the matching doesn't works, looks it stop every time he doesn't find a record to match with.

Can someone help ?

1 Reply 1
6 - Interface Innovator
6 - Interface Innovator

Hi! So you want to kind of gamify this by giving them a button to click, versus just giving your clients access to a searchable database of partners?