How to automatically send a direct message in Slack for each new record created in Airtable

Relay.app is an automation tool that lets you automate actions across Slack, Airtable, and many other apps.
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1

Set the Airtable trigger as “Record created”

Add the Airtable trigger to initiate your playbook's actions before creating a record.

To do this, click "Add trigger" in your playbook. Select the "Record created" trigger option from the dropdown menu under Airtable. It will enable your playbook to identify newly created records and trigger necessary actions automatically.

If you still need to connect your Airtable account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates about the record created in Airtable.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a direct message in Slack for each new record created in Airtable without requiring manual intervention.

To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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