Looking for a simple call tracker feature

[RHB]

Hello All,

I run a real estate wholesale business and I'm looking to create a new table that will basically just tally all the calls we make every day. I would essentially like to be able to just click a button inside each record when a call attempt is made and have that data go to a new table, separated by date just so we can track daily calls.

Any help would be greatly appreciated.

[Saravanan_009]

In Airtable to tally daily call attempts with a button click, you can follow these steps:

1. Create the Tables.
Calls Table.
Fields:
Call Attempt (Button) :
Date (Date) :
Details (Single line text) – Any additional details about the call.

Daily Calls Table.
Fields:
Date (Date) – The date of the call attempt.
Call Record (Linked record) – Links back to the Calls table.
Count (Number) – Tally of the number of calls made on this date.

2. Set Up Automation
Add Automation in Airtable: Trigger: When a record in the Calls table is updated (i.e., when the button is clicked).
Action: Create a new record in the Daily Calls table.
Configure Automation Steps: Find or Create a Record: In the Daily Calls table, find a record with the same date as the call attempt. If it doesn’t exist, create one.
Update or Create Record: Increment the Count field for the existing record or set the Count to 1 for a new record. Link the new call attempt to this daily record.

3. Detailed Instructions
Configure the Calls Table: Go to the Calls table and add a button field named Call Attempt.
Set the button action to trigger an automation (you’ll set this up in the next step).
Create the Daily Calls Table: Add a Date field and ensure it’s formatted to match the date field in the Calls table.
Add a Count field to tally the number of calls.
Add a Call Record field linked to the Calls table to keep track of individual call attempts.
Set Up Automation: Trigger: Set the automation to trigger when the Call Attempt button is clicked.
Find/Create Record: Use a “Find Records” action to locate a record in the Daily Calls table with the same date as the call attempt. If no record is found, use the “Create Record” action to add one.
Update Record: Increment the Count field for the existing record or set it to 1 for a new record.

Example Automation Steps:
Trigger: “When a record is updated” (specifically when the Call Attempt button is clicked).
Find Record: “Find records” in the Daily Calls table where the Date matches the call date.
If no record is found, create one with the date and a count of 1.
If a record is found, increment the Count field by 1.

[TheTimeSavingCo]

Hmm, if you're planning on doing this via an Interface you could use a button linked to an automation for that.  The automation would have a "Create record" action that would create a new record in that call logging table, linked to the triggering record, and you'd create a "Created time" field and use that to see when it was clicked

If you're doing this via a Grid view or something, buttons aren't usable I'm afraid, and you're going to need to use a checkbox or single select field or something to trigger the automation instead.  Same "Create record" action, just using a "When record matches conditions" trigger

[RHB]

Thanks so much! Could you tell me how you would configure the button? Would you make the action a webhook and use zapier to do the rest?

[RHB]

Yeah I'm afraid I can't use interfaces for what I want, it needs to be done via a grid view while we have a specific record open. If I were to use a checkbox, would there be a way the checkbox could uncheck itself each time, so the next time we make a call attempt it would not be checked already?

[TheTimeSavingCo]

Oh for sure, we'd add an "Update Record" step to clear the checkbox