Airtable Automation Guide: Looping Through Filtered Records | Ben Green 🚀

In this video, I will demonstrate how to easily configure automation in Airtable to loop through records and apply filters simultaneously. Many users believe that applying filters while looping through records in Airtable automations isn't possible, but I will show you step-by-step how to achieve it. If you are looking to improve your workflow by using Airtable's advanced automation capabilities, this tutorial will guide you through the process.

Key Points Covered in This Video:

➡ Introduction to Looping in Airtable Automations: Learn how to loop through records in Airtable automations without using a filter and also how to introduce a filter while looping through records.

➡ Setting Up the Automation: Ben explains how to set up an automation that updates the status of records based on a trigger. In this case, moving a "Marketing Brief" from the "Brief/Planning" stage to "Production" will update all related "Post" records.

➡ Simple Looping Without Filtering: Discover how to configure a basic automation that loops through all linked records without applying any filter criteria.

➡ Advanced Filtering and Looping: Understand how to add a "Find Records" action to filter specific records before looping through them in the automation. This ensures that only records meeting certain conditions get updated.

➡ Live Demo: Watch as Ben demonstrates both methods and showcases the practical use of these configurations within an Airtable base for managing marketing content creation.

For more tutorials on building Airtable systems, automating workflows, and enhancing your team's productivity, comment down below or find a time below.

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My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.

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