I have a table that generates specific tasks for clients on a frequency that required an interesting set up, but got me the result I was looking for (leveraging multiple formulas, jump tables, and linked records). Currently, the tasks are generated i...
I am working with a Marketing Agency that is using Airtable to manage task work. Currently, we have a table with tasks, grouped by frequency (daily, weekly, bi-weekly, monthly, quarterly). For each task, if the task is applicable to a client - that c...
I would need something like (ex: for Daily Tasks):EVERY DAY (Trigger = frequency) - reference the Client List to identify applicable daily tasks, and create daily tasks in the Client Work table, based on the task template relevant to the task (via li...
Oh okay! Thank you for clarifying. I went back and rewatched the section that you're referring to, and the issue would then become I would not be able to use the "at a scheduled time" as a trigger (finding records does not allow you to use linked rec...
Hey Scott, Yes - my automations are split out by client, as I was not able to create an automation that would create X, Y, & Z task for one client, but only X & Z task for another client (that does not have Y as an applicable task). Applicable tasks ...
