1.Detect new record in completed view
Integrate Airtable and source view data to detect new completed records in your field base.
Set project stage in master tracker from completed view
Automatically monitor new records in completed view across Airtable. Create and update when completion marker changes or completion date is present or records land in the completed viewβso you can set master stage, fill closure date, and capture completed notes without manual tracking.
How this automation updates your project master tracker
When completed items sit only in a source view, project stages and closure dates drift out of sync. This automation monitors completion changes and finds and updates master tracker recordsβso your team can keep statuses accurate without rework.
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2.Capture key fields from source view
Integrate Airtable and field extraction tools to capture project identifier, completion marker, and completion date.
3.Find matching master tracker record
Integrate Airtable and database lookup tools to match the project name and return the master record ID.
4.Update stage and closure date
Integrate Airtable and field mapping tools to set the completed stage and closure date or completed date.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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