How to create Google Drive file shortcuts for new Airtable records

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.

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.

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.