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The eco system ive been introduced to utilises airtable as a referencing and task hub for projects. The base data is integrated with Softr where records are created using a tiered importance methodology.

Can someone please advise me on how to do the below without adding coding or other platforms for integrations to enable?

  1. When a record is created in Softr a. all fields must be filled. b. records appear in Airtable with a round robin assigned workflor for relevent teams c. each time a record is completed by the necessary team, the workflow pushes the record to the following team 
  2. Possibly integrate slack as an additional layer to communicate internally as well as link to input and update the above
  3. Create a dashboard on progress for each user and user group to track progress at micro and macro level of each project

All advice is greatly welcome! I have a very short window of time for this.

I have checked the existing automations in both Airtable and Softr without success as yet

Hi Nick! These new features do seem to be achievable with simple Airtable functionality:

1a. Use the “Create Record” action in Softr and choose all the fields that need to be inputted. You can also make them as “required” if needed. Be sure to “sync with source” in the case of linked records or single/multiple selects so users can only select the options that are available in Airtable.

1b. Use a view that sorts collaborators (you will need to create a collaborators table if you do not have one) by the last time a new task was assigned to them (classic round robin). You could also assign based on who has the least amount of active tasks assigned to them. An Airtable automation takes care of linking the new task to the selected collaborator by finding the first collaborator in the previous view.

1c. This would be done by a new Airtable automation, and if the re-assigning logic is simple it could just be set within the automation. But if it is more complex, other solutions have to be explored, all within Airtable.

2. Use Airtable’s native integration with slack to send slack notifications and create actionable messages that update information back in airtable. Slack messages can easily link back to records in the interface layer for users to quickly open the pages where they need to take action.

3. Create a Dashboard interface for each user to be able to see their tasks, progress and metrics. You can filter the records a user sees when opening the interface by applying the following general filter: Owner = Current User. (Owner will have to be a User field within the Task table).

Let me know how it goes!

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