1.Detects updated application approvals
Integrate Airtable and database tables to watch for the updated application approval record and trigger the dossier workflow.
Create project dossier from approved application and link back
Automatically monitor approved application record updates across Airtable. Create and update season project dossiers and link them back to applications when approvals update, records get approved, or approval state changesβso you can protect follow-up, reduce errors, and stop manual paperwork without manual follow-up.
How this automation creates project dossiers your team can run
When approved application status changes, delays can stall project kickoff. This automation finds the full application, calculates the next season project ID, creates the dossier record, and updates the original application linkβso your team can launch faster without manual tracking.
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2.Finds the application record
Integrate Airtable and record lookups to locate the full application details and map them to project inputs.
3.Finds the latest season record
Integrate Airtable and database tables to retrieve the latest project code from the configured seasons record.
4.Generates the next project ID
Integrate Code by Zapier and automation logic to increment the latest code and format the new season project ID.
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5.Creates the season project record
Integrate Airtable and record creation to insert the new project ID, set initial status, and set it as the latest marker.
6.Updates the application with a link
Integrate Airtable to add the new project record link and status notes to the original application.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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