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Use a Template Table to Automate new Records in Airtable

Jun 26, 2023

Since making videos on the record templates in Airtable, I’ve gotten many questions asking if you can update templates without manually updating the automations that create them. Instead of creating multiple automations to create different projects, you can have one automation that updates the individual projects as needed! So let’s see how to make changes to your little template in the system, in order to update the automations!

In this video, I'll walk you through the process of building a record template and then modifying the template from an Airtable base. You'll get a better understanding of how the repeating group automation works and see how to build automations based on individual templates. 

In this video, you’ll learn:

  • Building the main bases
  • Building the task template
  • Building individual records
  • Bringing in additional variables into the template
  • Defining the automation
  • Performing a repeating group automation
  • Testing automation
  • Making a change to the existing record template

If you found this helpful and want to give it a try yourself, please use our links below! 👇

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