Lesson 5 - Airtable Automation: Gmail Example | Airtable Mastery by Claribase

In Lesson 5 of Module 2: Automations & Integrations, we walk through a real-world example of integrating Airtable with Gmail to send automated email notifications. You’ll learn how to trigger an automation when a record enters a view, configure Gmail as your action, personalize email content with field values, and track emails using a checkbox field. This lesson is packed with practical techniques to improve communication and automate follow-ups directly from your Airtable base.

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00:00 Introduction to Airtable Automations
00:48 Duplicating an Automation
01:30 Automation: Send Notification to Assignee in Gmail
01:54 Trigger: When a Record Enters a View
02:01 Creating a View for your Automation
05:36 Configuring your automation
07:19 Adding an Action: Gmail Integration
11:11 Adding additional field values to your message
13:33 Generating a preview
13:58 Running a test
15:00 Adding markdown to email
17:02 More options within the email automation
19:03 Making your automations more responsive
21:31 Adding a Email has been sent checkbox field
26:30 Outro and Free course information

What You'll Learn:
How to set up a Gmail integration in Airtable automations.
How to use the "When a record enters a view" trigger effectively.
How to customize email content using field values and markdown.
How to track email status using a checkbox field.
Best practices for duplicating and refining automations for multiple use cases.

Why It’s Essential:
Connecting Airtable with Gmail allows you to automate critical communications, reduce manual outreach, and ensure nothing falls through the cracks. This is especially useful for team task assignments, client updates, or approval processes. By learning how to configure responsive, dynamic email automations, you’ll be able to scale your communication workflows and keep your data and people in sync—all from within Airtable.

Instructors:
Cherry Yang, award-winning and preferred Airtable partner, guides you through this lesson, providing expert insights and top tips.

About Airtable Mastery
The Airtable Mastery course is your comprehensive guide to becoming your organization’s Airtable champion. Designed for those who want to learn Airtable the right way, this course takes you from foundational concepts to advanced techniques, empowering you to build, manage, and grow Airtable bases with confidence. Whether you're a beginner or an experienced user, you'll gain the skills needed to design strategic databases, optimize workflows, and leverage advanced features like custom fields, formulas, and automations. With insights drawn from consulting with over 100 organizations, the course equips you with the knowledge to create a centralized source of truth, fostering better collaboration and innovation within your team.

Led by award-winning Airtable partner Cherry Yang, the course combines practical lessons and real-world applications to ensure you internalize the principles of effective database design. By the end of Airtable Mastery, you’ll not only master intermediate and advanced skills but also gain the confidence to implement creative, efficient solutions in your organization. This course is ideal for individuals seeking to enhance their professional skills and for organizations looking to empower their teams with streamlined, scalable Airtable systems. Whether you’re managing data, automating tasks, or leading strategic discussions, Airtable Mastery provides the tools you need to drive impact and efficiency.

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