How to automatically notify the team via Slack when an Airtable record changes

Add the Airtable trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Record changed" trigger option from the dropdown menu under Airtable. Next, choose a table, which, in this case, is "Deals," and select specific fields you want to change. It will enable your playbook to identify newly revised records and trigger necessary actions automatically.

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

Integrate the Slack automation into your playbook to ensure you receive timely updates about the changes in the Airtable records.

Select "Add Step" and then search for the "Send message" automation for Slack. Fill in all the relevant details, including the sender's name, the Slack channel for updates, and the message body containing detailed information.

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

Activating your playbook is the last step in your process. Once you turn it on, the playbook automatically notifies the team via Slack when an Airtable record changes without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.