Simple Approvals System in Airtable (including notifications!)

Описание к видео Simple Approvals System in Airtable (including notifications!)

Get a copy of the base - https://news.optimizeis.com/c/approva...

In this video, I guide you through setting up a Simple Approvals System in Airtable. This easy-to-implement solution helps you manage approval requests efficiently by sending notifications to approvers via email or Slack. Learn how to create a streamlined approval workflow, customize notification settings, and set up automated status updates. Whether you're managing budget requests or other types of approvals, this tutorial covers everything you need to get started.

Key highlights include:

➡ Setting up a simple approval request form in Airtable
➡ Using record review pages for easy approval management
➡ Automating notifications for approvers via email or Slack
➡ Configuring dynamic approval buttons and status updates in the Airtable interface

If you're looking for a more advanced approval system with complex conditions and multiple approvers, check out the next video linked in the end screen.

----------------------------------------------------------------------------------------------------------------------------------------------------

I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!


🚀 Request a Consultation with us➔ https://www.optimizeis.com/main


AIRTABLE HELP
🚀 Request a Consultation here➔ https://www.optimizeis.com/main
Sign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1b
Get an On2Air Product➔ https://on2air.com/?via=been
Get Make here ➔ https://www.make.com/en/register?pc=o...

MY FAVORITE SOFTWARE
🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b
💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email
📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis
📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis

📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1R...

SAY HI
🧪Subscribe to my YouTube ➔    / @bengreensystems  
👥 LinkedIn Page➔   / admin  
🐦 Twitter ➔   / admin  
📸 Instagram ➔ https://www.instagram.com/bengreen16/...
📰 Facebook Page ➔   / optimizeis  

WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.

We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.

You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies

note: There may be affiliate links in this description or video

#bengreen #automation #optimizeis #airtable #zapier

Комментарии

Информация по комментариям в разработке