(24:56) Walk through a real lead intake workflow using Zapier and Airtable. (19:07) Highlight success stories and share ROI metrics to scale no-code ops. (15:05) People want to know “the why” behind workflow changes. (10:26) Don’t get caught up in tools start with user problems. (04:16) After discovering “no-code,” Philip started a newsletter and community. (02:23) Philip standardized regional onboarding for Compass real estate using Zapier and Airtable. Philip outlines his journey into no-code operations and speaks on helping ops professionals adopt no-code tools. This article offers a very simple workflow to get you started, but with a tiny bit of extra effort you can add plenty of Zaps that'll help you get things done more efficiently.On this week’s episode, host Seth Colaner welcomes Philip Lakin, Co-Founder and CEO of NoCodeOps. If you have other types of messages you want to send to Airtable, explore those triggers and save all kinds of new records. We've just looked at one way you can funnel Slack messages into Airtable using Zapier, but you've surely noticed numerous other triggers that Zapier provides for Slack. Now, whenever you push an editorial pitch from Slack using this Zap you'll find it in your Airtable base instantly! What's next? If it did, you can click Finish in Zapier to turn your Zap on. Once you've filled out the desired fields, click Continue, test the step, and check Airtable to make sure a new record was added with all the information you set up in Zapier. Your version should be very similar if not identical.
For example, in the screenshot above you'll see the original message added to the Slack Message field, any additional details added to the Details field, and so on. To fill them out (similarly to the screenshot above) just click on the button at the end of each text field and choose the relevant information gathered from Slack in step one. Once you do, Zapier will load all the available fields.
If it isn't selected automatically, choose the Incoming table (or whatever name you chose for it). To start, choose the base you created earlier from the Base dropdown menu. Zapier requires sample data to work with, so after you've made your selection and continued to the next part of the process you'll need to push a message to Zapier to work with. Once you've made the connection, select the New Pushed Message trigger. (If you didn't create the team yourself, make sure you have permission to add apps)!) Zapier will walk you through the process, which involves little more than signing in and giving consent. If you haven't set up Slack in Zapier before, you'll need to connect Zapier to your Slack team. Step two: connect SlackĪfter logging into Zapier, create a new Zap and search for and choose Slack as your trigger.
Once you've got your base set up just the way you like it, we can head on over to Zapier to tell it when and where to put pitch messages from Slack. You can make a copy of this base using the Copy base button above-or you can make your own from scratch, if you prefer.Īs you can see, the base simply logs the original message (the pitch) with the name and email of its originator as well as any comments that were added by the person who pushed it from Slack to Airtable.