Email Notifications and Confirmations via Airtable Automations

• Setting up the On2Air Form
• Setting up the Automation

Setting up the On2Air Form

• Create a Single-Select field in your table and label it Entry Status

• Add select options of New Entry

• In your form, add the single-select field as a field on your form

• Go to Field Configuration and select the Display mode as Hidden - this will hide the field on your form where the user won’t see it

• In Field Defaults, set the Default Value as New Entry

• When a new entry is created, the New Entry tag will be added

Setting up the Automation

• In your base, click Automations

• Click Create new automation

• For the Trigger, choose “When record matches condition”

• Choose your table that contains the Entry Status field

• Click Add condition

• Choose ‘When Entry Status is New Entry’ as your condition

• Click Use suggested record to test your trigger and ensure your test is a success

• Choose Send an email as the Action

• In the email configuration, add an email in the To field.
• To use an email from the form entry and send it to the form user, click the + icon and choose the Email field. Separate multiple emails with a comma.

• Customize your Subject line as needed. You can use the + icon to add data from the form

• In the Message portion, you can customize as needed. To add all the data from the form entry, click the + icon and choose List

• Choose the form fields you want in the email, then click Insert

• Click Generate a Preview to see what the Email will look like

• Click Test Automation to ensure everything is correct

• Enable your Email Automation

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