![]() Once you’re finished testing, turn your automation on to start using it. You’ll probably want to run a full test for each button in your automation. You should see your Airtable record updated accordingly. Once you’ve added every action that you want to your automation, give your full automation a test with a new record (or a record that’s reset to the right values).Ĭlick on “Test automation” and choose a record. ![]() This is a unique ID that will only apply to the record in question, so the search will always return the correct record. To find the latest version of our record, we can just do a quick search in the leads table for the initial record’s ID (selected as dynamic data). When you’re using actionable messages, bear in mind that your data will change while the automation is running, so you may need to use a search step like this to keep everything up to date. So if we refer to the record from the trigger, we’ll likely have out of date information, since the record was just updated by our actionable message. When it retrieved the record in the trigger, Airtable logged all of the record’s attributes at that time. Use a search step to retrieve the updated recordīefore we can add a “conditional logic” step to evaluate the record, we need to make sure we have an up to date version of the record. Otherwise, the automation will not continue at all. If the “Send Follow-up?” field is set to “Send”, then our automation will send an email followup to the lead and update their status in Airtable. Right now, we’ll quickly demonstrate an example of using conditional logic to perform different actions based on which button was clicked, and which value the associated field now contains. You could also set up subsequent actions in separate automations. To make full use of an actionable message, you’ll need to add further steps that perform different actions based on which button was clicked. Now, let’s see how the actionable message works in the context of a full workflow with a bit of conditional logic Adding conditional logic to your automation That covers everything you need to do to send an actionable message. Between each test, be sure to reset the record to its original state, or create a new test record. NOTE: You should run a test for each button in your actionable message. To get started, create a new automation and choose the trigger you’d like to use. Create a new automation in Airtable and choose a trigger In other words, you can easily configure a field to be marked “Approved” or “Ready”, but you’ll have a hard time entering a new email address or custom notes. Instead, you’ll have to update the field to use the same value every time, which is why fields with limited options are the best choice. You can’t enter text in response to an actionable message. However, when you’re planning an automation with an actionable message, you’ll generally want to create approval flows like the one we’re demonstrating in this post.Īctionable messages can technically update any field in Airtable, but they work best with single- or multi-select fields, linked records, and checkboxes - essentially, any field with a limited number of options. You can follow along with our example, or choose something that fits your needs better. This way, we can ensure that the lead wasn’t contacted through a channel that isn’t reflected in our Airtable base. ![]() By adding an actionable Slack message, we can enable one-click approval for every email before it gets sent. In this automation, we’ll send an email to any lead that hasn’t responded in a week or more. To illustrate actionable messages in more detail, we’ll show you each step of the process with an example Airtable automation. Our example automation: approving automated follow-up emails ![]() Add any additional steps to your automation that you’d like. Currently, generating a preview is not possible.Ħ. Choose the fields you want to update, and the values to update them to.ĥ. Create one or more buttons to update the chosen record.ĭ. Choose the table and record you want to update.Ĭ. Add an action, and scroll down to “Slack”.ī. Create a new automation in your Airtable base. We’ll start with a brief overview, then explain each step in more detail.ġ. Now let’s go over the entire process of creating an actionable message. How to create an actionable Slack message in Airtable
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