Create 3 Related Actions with Each Entry

[Ariana_Marshall]

For creating books, I have 3 main tables - Projects -> Titles -> Tasks

When I create a Title, I almost always have 3 “tasks” that need to occur. What is the best way to set up a way to replicate this workflow?

without having to cut/paste text and worry that I have a setting or pull-down wrong!!

[Jeremy_Oglesby · Accepted solution]

Check out https://zapier.com/ or https://www.integromat.com/en/.

Both of them are automation tools that integrate with Airtable. You can set them up to watch for new records in your Titles table, and when a new record is made, you can have it trigger logic that automatically creates the 3 Tasks you need, and link them to the new Title you made.

[Ariana_Marshall]

Thank you! And, now any tips on how to write the Airtable formula for how to watch for a new record in airtable? I dont want old records or blank title fields, i want “new” records since last checked (right?) but have no idea how to write that up! Any further tips much appreciated @Jeremy_Oglesby

Looked at Integromat and Airtable support pages but cant seem to include those links…

[Justin_Barrett]

Ariana_Marshall:

And, now any tips on how to write the Airtable formula for how to watch for a new record in airtable?

No formula needed (and a formula couldn’t do that anyway). If you’re using Zapier to make the new tasks, you’ll use the “New record in view” trigger, targeting a view in your table that filters records that have titles added. New records with no titles won’t trigger it, only when a title is added.

If you’re using Integromat, it’s the “Watch records” module, which requires either a Created Time or Last Modified field. Use the latter, again targeting your {Title} field. Only when that field is actually edited by you will it trigger the scenario.