Hello Airtable Rockstars,
I need some help with setting up my education business on airtable. The challenges we are facing are mentioned below (only in steps 3,4 and 5). Can someone help?
Steps we need to follow are as follows:
Hashtags: automation, scheduled emails, kanban boards, conditional content in email
Kanban only supports single select or user fields, so you'll need to find a way to convey the "To-do" or "Done" status you're looking for through a single select field.
1) Make your rating (L1,L2,L3) a single select and then use that as the grouping for your kanban. This isn't great if you have multiple ratings to complete. Would probably need multiple kanbans to make sure nothing slips through
2) Use a formula field to determine if rating(s) haven't been completed, and use an automation triggered by updates to this formula field to update a single select field with something like "To-do" or "Done", which you use in your kanban to group.
3) Create a user field which is assigned to you by an automation when a response has not been rated, and which is cleared by an automation when rating(s) are completed (not empty), and use that as your grouping in the kanban.
Personally would probably use #2.
You will have the single select field "To-do" or "Done" to reference in an automation with conditional trigger. Then just use "Send Email" action in automation and include feedback fields as necessary.
Do you mean if someone doesn't complete step 3 within 24hrs?