Automate an Approval Process with Airtable

[@GarethPronovost]

Join us for our *FREE LIVE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration

[@scotty321]

In Zapier, it looks like you sent the text to your daughter with Twillio, but what tool did you use to create the form that your daughter fills out?

[@GarethPronovost]

Hey Scott - just seeing this comment, sorry! I used JotForm to create the form, but you could also build this using Airtable's native forms!

[@francescontreras5836]

Hi! I watched a couple of your videos already but I can't seem to find a solution to my task. I am trying to create an approval workflow on Airtable where 1. An email will be sent out to an approver once an entry is submitted (this I figured out) and 2. After the person who will be approving the entries selects a single select option for "Approved" an automatic email will be sent out to a second filter approver. Is this possible?

[@emlynbusby3437]

Hi Frances, would you be able to tell me how I get an email to be sent out to an approver when an entry is submitted? Thank you

[@GarethPronovost]

Hey Frances, for step 2, you'll need to create a 'view' that triggers an automation to send your email to the second approver. Then this person could access a view specifically for them that allows them to make the approval (or deny it).

[@GarethPronovost]

Hey Emlyn, check out the new Airtable Automations - it's a fairly straightforward thing to build inside Airtable now and have the email sent either from Gmail or Airtable's Email server.

[@ConsulthinkProgrammer]

If just for that issue, you can use combination of google form, spreadsheet, apps script and gmail.

[@Kritish07]

I have daily report data in table 1 of many customers and I want monthly data of pedicures data in in table 2 Just I want to use sumif formula of excel plz help me and explain how to do that in airtable

[@GarethPronovost]

Sounds like you will want to employ a ROLLUP field type - check out this tutorial: kzbin.info/www/bejne/oaSpmox8m7RrrK8