airtable-automation

name airtable-automation description Airtable database automation - views, automations, integrations, and workflow triggers version 1.0.0 author claude-office-skills license MIT category productivity tags ["airtable","automation","database","workflow","n8n"] department Operations models {"recommended":["claude-sonnet-4"]} mcp {"server":"airtable-mcp","tools":["airtable_create_record","airtable_update_record","airtable_query"]} capabilities ["database_automation","view_creation","integration_workflows","formula_design","reporting"] languages ["en","zh"] related_skills ["notion-automation","sheets-automation","crm-automation"] 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 - {week} ## 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 ### 1. Content Calendar | Field | Type | Purpose | |-------|------|---------| | Title | Text | Content title | | Status | Select | Idea → Draft → Review → Published | | Type | Select | Blog, Video, Social, Email | | Author | Collaborator | Assigned writer | | Publish Date | Date | Target publish date | | Platform | Multi-select | Blog, LinkedIn, Twitter | | Keywords | Multi-select | SEO keywords | | Performance | Link | → Analytics | ### 2. Analytics | Field | Type | Purpose | |-------|------|---------| | Content | Link | → Content Calendar | | Views | Number | Page views | | Engagement | Number | Likes + comments | | Conversions | Number | CTAs clicked | | Date | Date | Measurement date | ## 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