First you select the Base and Slack Channel into which you want a notification:įor the purpose of this exercise, I have set up a specific Slack Channel into which I wand these notifications called leave_requests - you may use any channel. In this case, we are going to add a notification when a record appears in the For Approval View of the Absences base - in this way, we will NOT be notified when a user adds a record directly to the table and ticks the Approved / Checked field at the time of entry. This option allows you to create notifications in a Slack 'channel' of your choice when data is added or changed in any Table / View in your bases. One of the options here is 'Slack notifications': The Start of the Process - Integration with Slackįrom inside any base, there is a dropdown menu next to the Base name at the top of the screen. So now let's look at how we can use this setup to create the approval workflow itself. The purpose of this view is to drive the approval process (and to provide a simple view through which leave can be approved or denied). This causes the record to be shown in a View called 'For Approval': Notice that the Approved/Checked field is NOT checked. You can see the record at the bottom of the list in the Main View. On clicking Submit, this record will be entered into the base's Absence table: One of the features included with this is a Form (Airtable Forms are for data entry only and can be embedded on your website or linked to directly) through which an employee can request leave: The base (Airtable's term for a database) includes an Absence Management area through which a company can manage their Holiday, Sickness and other leave (and of course it can be customised as required). KasPer lite is a relatively simple HR App built on Airtable which I have produced and made available to all in the Airtable Universe. The Base - KasPer Lite Available from the Airtable Universe In this article, I am going to discuss how to use this to build an absence approval workflow, starting from an employee's request through to notifying them of approval (or otherwise) - and with a little help from Zapier along the way. If you have a Zap and would like us to feature it here, reach out.As you may know, Airtable has direct integration with Slack 'out of the box'. We recommend you do your own assessment for security and permissions before using any third party products made for Linear. These Zaps were built and are maintained by Linear users, not us. Create a dealflow pipeline: use a form integration such as Typeform or Google Forms to create a new Linear issue with a custom description.
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