Airtable Automation Automate Airtable bases with views, automations, integrations, and cross-platform workflows. Based on n8n's Airtable integration templates. Overview This skill covers: Database design and views Built-in automations n8n integration workflows Formula and rollup design Reporting and dashboards Database Design Base Structure Template base : "Project Management" tables : Projects : fields : - Name : single_line_text (primary) - Status : single_select [ Planning , Active , On Hold , Complete ] - Priority : single_select [ P0 , P1 , P2 , P3 ] - Owner : collaborator - Start Date : date - Due Date : date - Budget : currency - Tasks : link_to_records (Tasks) - Progress : rollup (Tasks.Status , COUNTIF(Done)/COUNT) - Days Remaining : formula (DATETIME_DIFF(Due Date , TODAY() , 'days')) Tasks : fields : - Task Name : single_line_text (primary) - Project : link_to_records (Projects) - Status : single_select [ To Do , In Progress , Review , Done ] - Assignee : collaborator - Due Date : date - Hours Estimated : number - Hours Actual : number - Attachments : attachment Team : fields : - Name : single_line_text (primary) - Email : email - Role : single_select [ PM , Developer , Designer , QA ] - Current Projects : link_to_records (Projects) - Capacity : number (hours/week) - Utilization : rollup (calculate from Tasks) Views Configuration views : Projects : - Grid : All Projects fields : [ Name , Status , Owner , Due Date , Progress ] sort : Due Date (ascending) - Kanban : By Status group_by : Status card_fields : [ Name , Owner , Due Date ] - Calendar : Timeline date_field : Due Date - Gallery : Project Cards cover : Attachments Tasks : - Grid : My Tasks filter : Assignee = { Current User } sort : Due Date - Kanban : Sprint Board group_by : Status - Calendar : Task Calendar date_field : Due Date Automations Built-in Airtable Automations automation_1 : name : "New Task Notification" trigger : when : record_created table : Tasks actions : - send_slack : channel : "#project-updates" message : | 📋 New task created! Task: {Task Name} Project: {Project} Assignee: {Assignee} Due: {Due Date} automation_2 : name : "Overdue Task Alert" trigger : when : record_matches_conditions table : Tasks conditions : - Status : not "Done" - Due Date : before today actions : - send_email : to : "{Assignee.email}" subject : "⚠️ Overdue Task: {Task Name}" body : "Your task '{Task Name}' was due on {Due Date}." - update_record : field : Status value : "Overdue" automation_3 : name : "Project Complete" trigger : when : record_updated table : Projects field : Progress condition : equals 100% actions : - update_record : field : Status value : "Complete" - send_slack : channel : "#wins" message : "🎉 Project '{Name}' completed!" n8n Integration Workflows workflow : "Form to Airtable to CRM" trigger : typeform_submission steps : 1. create_airtable_record : base : "Leads" table : "Contacts" fields : Name : "{form.name}" Email : "{form.email}" Company : "{form.company}" Source : "Website Form" Created : "{timestamp}" 2. enrich_data : clearbit : lookup_email update_record : Company Size : "{clearbit.company_size}" Industry : "{clearbit.industry}" 3. sync_to_hubspot : create_contact : email : "{email}" properties : from_airtable 4. notify_sales : slack : channel : "#new-leads" message : "New lead: {Name} from {Company}" Formula Reference Common Formulas formulas : days_until_due : formula : "DATETIME_DIFF({Due Date}, TODAY(), 'days')" output : number is_overdue : formula : "IF(AND({Status}!='Done', {Due Date}<TODAY()), 'Yes', 'No')" output : text full_name : formula : "CONCATENATE({First Name}, ' ', {Last Name})" output : text progress_bar : formula : | REPT('▓', ROUND({Progress}/10, 0)) & REPT('░', 10-ROUND({Progress}/10, 0)) & ' ' & ROUND({Progress}, 0) & '%' output : text (visual progress) status_emoji : formula : | SWITCH({Status}, 'To Do', '⬜', 'In Progress', '🔵', 'Review', '🟡', 'Done', '✅', '❓' ) output : text workdays_remaining : formula : "WORKDAY_DIFF(TODAY(), {Due Date})" output : number quarter : formula : | 'Q' & CEILING(MONTH({Date})/3) & ' ' & YEAR({Date}) output : text Rollup Examples rollups : task_count : linked_field : Tasks aggregation : COUNT(values) total_hours : linked_field : Tasks rollup_field : Hours Estimated aggregation : SUM(values) completion_rate : linked_field : Tasks rollup_field : Status aggregation : | COUNTALL(IF(values='Done', 1)) / COUNT(values) * 100 average_rating : linked_field : Reviews rollup_field : Rating aggregation : AVERAGE(values) Integration Patterns Airtable + Slack slack_integration : new_record_notification : trigger : record_created action : post_to_channel template : | New {Table} Record {Field1}: {value1} {Field2}: {value2} <{record_url}|View in Airtable> daily_digest : schedule : "9am weekdays" query : records_due_today action : post_summary slash_command : command : /airtable - add action : create_record_from_slack Airtable + Calendar calendar_sync : airtable_to_google : trigger : record_with_date_created action : create_calendar_event mapping : title : "{Name}" start : "{Date}" description : "{Notes}" google_to_airtable : trigger : calendar_event_created action : create_airtable_record mapping : Name : "{event.title}" Date : "{event.start}" Type : "Meeting" Airtable + Zapier/n8n multi_step_workflow : name : "Lead Processing Pipeline" trigger : platform : airtable event : new_record table : Raw Leads steps : - enrich : service : clearbit input : email output : company_data - score : service : ai_scoring criteria : [ company_size , industry , title ] output : lead_score - route : condition : lead_score high : assign_to_sales medium : add_to_nurture low : mark_as_cold - update_airtable : table : Qualified Leads fields : [ enriched_data , score , assignment ] - notify : if : high_score slack : dm_sales_rep Reporting Templates Weekly Status Report report_automation : schedule : "Friday 5pm" queries : completed_this_week : table : Tasks filter : - Status : Done - Completed Date : this_week in_progress : table : Tasks filter : - Status : In Progress overdue : table : Tasks filter : - Status : not Done - Due Date : before today output : format : markdown destination : [ slack , email ] template : |

Weekly Status Report -

Completed ({completed_count})

{ completed_list }

In Progress ({in_progress_count})

{ in_progress_list }

Overdue ({overdue_count}) ⚠️

{ overdue_list }

Metrics

-
Completion rate
:
{
rate
}
%
-
On-time delivery
:
{
on_time
}
%
Dashboard View
dashboard
:
name
:
"Project Dashboard"
widgets
:
-
summary_bar
:
metrics
:
-
Total Projects
:
COUNT(Projects)
-
Active
:
COUNT(Status='Active')
-
At Risk
:
COUNT(Days Remaining < 7)
-
progress_chart
:
type
:
bar
data
:
Projects grouped by Status
-
upcoming_deadlines
:
type
:
list
query
:
Projects where Due Date in next 14 days
sort
:
Due Date ascending
limit
:
10
-
team_utilization
:
type
:
horizontal_bar
data
:
Team members by task count
Output Example
Request: "Design an Airtable base for content marketing" Output :

Content Marketing Base

Tables

Content Calendar | Field | Type | Purpose | |

|

Analytics | Field | Type | Purpose | |

|

Automations ** 1. New Content Idea ** Trigger: Record created Action: Slack to #content-ideas 2. Ready for Review Trigger: Status → Review Action: Email editor + set due date 3. Published Trigger: Status → Published Action: Post to social scheduler Add analytics tracking row Celebrate in Slack 🎉

Views

📅 Calendar View (by Publish Date)
📊 Kanban (by Status)
👤 My Content (filtered by Author)
📈 Performance Dashboard Airtable Automation Skill - Part of Claude Office Skills

airtable-automation

安装