Hey Makers 
I thought I’d bring the community’s attention to another tutorial by the awesome @Matous_Vrba. This time around, we’ll be looking into some tips on working with Airtable & Make.
The tutorial walks us through the setup of two example scenarios.
Continue reading to get their brief description or skip to the end of the post to watch the video.
Creating an Asana task with information grabbed from AirtableAn example story behind the scenario
Imagine you have an Airtable table containing all your Program Management information. There are two main types of programs - external and internal - and you want to assign all the external tasks to a freelancer or an agency. The described Make scenario creates a task in a project management tool (Asana) whenever there’s a new external task in your database.
What the scenario looks like
In the tutorial, you’ll learn how to
- Create Airtable and Asana connections
- Set up the Airtable module so that it triggers when new tasks appear in a specific view
- Choose from where to start processing your data
- Set up the Asana module to automatically create the matching tasks
- Test the automation and check if everything works
- Schedule your workflow to run as often as you like
- Activate and save your scenario
Grabbing meeting details from Calendly and storing them in AirtableAn example story behind the scenario
Airtable can effectively be used as a CRM. To keep your database up-to-date, you can then set up this scenario that grabs info from scheduled meetings in your Calendly and pushes it into the CRM.
More specifically, it checks the database for the email address of the person you’re meeting. If the contact does not exist yet, it’s created and the details about the meeting are added. If the contact already exists, it gets updated with the information about the meeting.
What the scenario looks like
In the tutorial, you’ll learn how to
- Create a Calendly instant trigger to listen for new booked meetings
- Set up the Airtable module that checks whether an email address is already featured in the database
- Rename your modules to reflect the specific steps & better navigate the flow
- Add a router in order to create two pathways into which to send data
- Set up conditional logic to send data to a specific route only in case a condition is met
- Set up the Airtable modules to either create or update a contact in the database
- Navigate your scenario with the auto-align button
- Test the automation and check if everything works
- Activate and save your scenario
Watch the Full Tutorial