Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Reportei
Trigger: Watch Automation Executed
Airtable
Action: Select an action
1. Select a trigger
  • Triggers when an automation runs in Reportei.

  • Triggers when a control goal is reached in Reportei.

  • Triggers when a control goal period ends without being achieved.

  • Triggers when a new dashboard is created in Reportei.

  • Triggers when a new report is created in Reportei.

  • Triggers when a client see a report

  • Triggers when a new milestone is added to the timeline.

2. Select an action
  • Deletes multiple records.

  • Creates a new base.

  • Creates a new comment.

  • Creates a new field in an existing table.

  • Creates a new record in Airtable.

  • Creates a record with mapped fields.

  • Creates a new table.

  • Deletes an existing comment. This action cannot be undone.

  • Deletes a record by its ID.

  • Retrieves a single record by its ID.

  • Returns the base schema.

  • Performs an arbitrary authorized API call.

  • Updates an existing comment.

  • Updates the name and/or description of a field.

  • Updates a record by its ID.

  • Updates a record with mapped fields.

  • Updates the name, description, and/or date dependency settings of a table.

  • Uploads an attachment into an attachment field. Only allows files up to 5 MB.

  • Creates new or updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)