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Start a process scheduled from Airtable

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Written by Yuliia Biletska
Updated over 2 months ago

Start sending documents when a record is added or updated in Airtable. Eliminate errors associated with manual data entry and ensure information accuracy and accountability while automating contracts, sales invoices, proposals, product inventories, and many more.

1.Add autostart as described in this article, select Airtable Update, and proceed to settings.

2.Connect to your Airtable account .

In the pop up window grant the acces to your Airtable workspace and its bases.

Once done, you will see successful connection via Airtable Auth.

3.Select the Airtable base, table and view.

4.Match a field in a document with a column in a table.

5.Adjust what triggers the workflow start.

6.Decide how many documents will be sent for each record in the table(the maximum number of documents is 5).

7.Decide how often this action should happen and how many documents will be send for each row in a sheet, and click Apply changes.

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