How to Set Up a Daily Check-In Automation in Airtable | Scribe

    How to Set Up a Daily Check-In Automation in Airtable

    1
    Click "Automations"
    Click "Automations"
    2
    Click here.
    3
    Click here. Click "Days" Click this icon. Click "1" Click this text field.
    Click here. Click "Days" Click this icon. Click "1" Click this text field.
    4
    Click "Today"
    5
    Click "Time" Click "6:00pm" Click "Test trigger"
    Click "Time" Click "6:00pm" Click "Test trigger"
    6
    Click here. Click "Send message"
    Click here. Click "Send message"
    7
    Click here.\ Click "Select channel/user"\ Type "act"\ Click the channel you want your notifications to arrive\ Click here and type your message\ Example: "It's time to check-in and review your day:: \[insert link to the form\] [https://airtable.com/shrtestformgoes?prefill_Check-In%20Type=Daily](https://airtable.com/shrJsWFrLgBYcACsF?prefill_Check-In%20Type=Daily)\ Click here.
    Click here.\ Click "Select channel/user"\ Type "act"\ Click the channel you want your notifications to arrive\ Click here and type your message\ Example: "It's time to check-in and review your day:: \[insert link to the form\] [https://airtable.com/shrtestformgoes?prefill_Check-In%20Type=Daily](https://airtable.com/shrJsWFrLgBYcACsF?prefill_Check-In%20Type=Daily)\ Click here.
    8
    We forgot a step! Click the Plus sign Let's add the Find Records
    We forgot a step! Click the Plus sign Let's add the Find Records
    9
    Click here.
    10
    Click "View"
    11
    Click "Daily Check-In"
    12
    Click "Test action"
    13
    Test worked ✅
    14
    Click the Slack Action
    15
    Click here and paste the form URL -- this is the daily: Click "Generate a preview"
    Click here and paste the form URL -- this is the daily: Click "Generate a preview"
    16
    Test worked ✅ and we're all done!
    17
    Turn it on!