- How to automatically send direct messages as a bot in Slack every time a new record is added in Airtable
- 1. Set the Airtable trigger as “New record added”
- 2. Add the “Send DM as Bot” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Slack and Airtable
- Related blog posts
- More how-to guides featuring Slack and Airtable
How to automatically send direct messages as a bot in Slack every time a new record is added in Airtable
Set the Airtable trigger as “New record added”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Airtable trigger to initiate your playbook's actions every time a new record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under Airtable.
If you still need to connect your Airtable account to Relay.app yet, a prompt will guide you through the process.
Add the “Send DM as Bot” step in Slack
Integrate the Slack automation into your playbook to ensure the prompt sending of direct messages as a bot in Slack every time a new record is added in Airtable.
Click the "Add step" button, locate the “Send DM as Bot” automation for Slack, and input the mandatory and relevant details.
If your Slack account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send direct messages as a bot in Slack every time a new record is added in Airtable without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
