Automated Airtable follow-up emails can boost your CRM workflows

Creating automated emails for your Airtable CRM is easy with new inbuilt Airtable Automations

In the previous article, I have described Airtable Automation features. Here I would like to showcase one example of using it — Automated emails. The setup is extremely easy and contrary to previously existing options does not require you to set up any external system.

You can view in the below video the walk through the whole automation set up or you can continue reading for more details.

Setting up your table for a time-based trigger

We are using 3 tables in our base:

• Leads
• Interactions (where we record the interaction between Team and a Lead)
• Team (table with our team members with their emails)

Any new interaction added for a Lead also updates the “Last Modified” column in the Lead table. Our trigger will be based on the number of days that have passed from the last…