How to Automatically Link Records with Airtable Automations (EASY!)

[@BenGreenSystems]

Interested in scaling your back end operations without doing it all alone? Schedule a call using www.optimizeis.com/main

[@michaelmcclellanjr9831]

I have a spreadsheet of contacts. One of the columns is the Company that they work for. In my base, I have a Companies table and a Contacts table. How do I get Airtable to try and link each Contact to a Company?

[@crystalroberts7799]

This was super helpful! Thank you!

[@joyousmorgan8807]

@1:50 how did you get those colored lines to the left of the screen beside the numbers 13, 14, 15...24? the colores are blue orange purple green?

[@BenGreenSystems]

You can use the color setting in the view toolbar. Set it the same as the single select field that is a status

[@grihithbhoir7063]

WORKS!

[@BenGreenSystems]

Glad you are still getting value!

[@jley7027]

That's great, but is there a way to include variables on the fields of the newly added records, so it's not just "Ben Greene", but assigned to whoever owns that opportunity? (based on a field in the Opportunity table)

[@agoogleuser6937]

What are the pros and cons of linking records with a script vs with a non-scripted airtable automation?

[@alisherfez32]

Great vid

[@BenGreenSystems]

Thank you so much!

[@StefanoLBP]

What about if after add the new task with the criteria you put into you condition you are going to change? It doesn't update automatically the record. any suggest?

[@BenGreenSystems]

Can you include a more detailed question? I would love to help!

[@adriananis2]

good vid!

[@BenGreenSystems]

Thank you!

[@ariel_pedernera]

Tremendoo! 😀

[@BenGreenSystems]

Thank you!

[@oxigo73]

Hey guys ! Here a touchy problem for experts on Airtable ! I've built a Softr app, for founder and experts. To exchange feedbacks onto founders projects. I try to create an automation that : links the record from Feedback sheet, to Founders project sheet. When a expert write a feedback, to a specific founder project. I would like to automaticly notify the founder that a new feedback was submitted. Is anyone can help me ? :) Thanks, See you !

[@BenGreenSystems]

Hi @xoigo73, yes we can help you. Book a call in here and we can discuss: www.optimizeis.com/

[@Grovezy]

Ok, now how do i make it to an entire list

[@BenGreenSystems]

prefill a comma separated list of values you want to link to