Approval Workflows in Airtable | Ben Green

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In this video, I walk you through how to build approval workflows in Airtable from scratch. Whether you are starting with a blank canvas or looking to create a more advanced approval system, this tutorial covers the entire process step-by-step using Airtable's native tools, including the new Airtable AI Co-Builder.

You'll learn how to set up tables for requests, approvals, and templates, create dynamic automations, and build user-friendly interfaces to streamline your approval processes. Ben demonstrates how to configure notifications, manage dependencies between approval steps, and build conditional visibility rules—all without writing a single line of code.

This tutorial is perfect for Airtable users who want to:

➡ Set up simple or complex approval workflows
➡ Automate email or Slack notifications for approvals
➡ Use Airtable's interfaces to create user-friendly dashboards for admins and approvers
➡ Utilize Airtable’s AI Co-Builder for rapid workflow setup

If you're looking for a comprehensive guide to setting up approval workflows in Airtable, this video has everything you need to get started and optimize your processes. Make sure to check out the links in the description to get a copy of the base and explore more advanced tutorials!

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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
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• Increase revenue by eliminating faulty and inefficient systems
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