Guide

How to create Google Drive file shortcuts for new Airtable records

Do you ever get tired of spending a lot of time searching for files on your computer? Looking for that crucial document amidst multiple folders can be frustrating and time-consuming. However, managing your documents can be much easier than you think. With the help of a Relay automation, you can have all your essential files in one place that's easily accessible. You'll never have to worry about misplacing important files or wasting time searching for them again. In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started.
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1

Create your Relay playbook

To start coordinating between Airtable and Google Drive for your workflow, you need to set up certain steps.

Firstly, sign up for Relay and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like, "Create Google Drive file shortcuts for new Airtable records," and select a relevant emoji (such as 📂) to help you find it easily.

2

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. Choose the "Record created" trigger from the Airtable options. It will enable your playbook to automatically identify newly created records and trigger necessary actions.

If you have yet to connect your Airtable account to Relay, a prompt will guide you through the connection process.

3

Add the Google Drive "Create file shortcut" automation

To create shortcut files from Airtablr records instantly, you can integrate Google Drive automation. First, click "Add Step" and search for the "Create file shortcut" automation for Google Drive. Then, select the original file, such as "My drive," and the drive where you want the shortcut to be created, for example, "Feedback Reports."

If you haven't connected your Google Drive account to Relay yet, you will be prompted to complete that connection. Please make sure to grant the necessary permissions to Relay to create file shortcuts through your Google Drive account.

4

Activate your playbook

Activating your playbook is the final step to automate Airtable via Google Drive files. Once turned on, it will respond to create Google Drive file shortcuts for new Airtable records without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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