- How to send a direct message via Slack for a newly added record on Airtable
- 1. Create your playbook and set the Airtable trigger as "New record added"
- 2. Add the "Send DM" in Slack automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Slack and Airtable
- Related blog posts
- More how-to guides featuring Slack and Airtable
How to send a direct message via Slack for a newly added record on Airtable
Create your playbook and set the Airtable trigger as "New record added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the table. This will allow your playbook to automatically detect the newly added record in Airtable and initiate necessary actions.
If this is your first time using an Airtable integration in Relay.app, a prompt will guide you through the connection process.
Add the "Send DM" in Slack automation
Integrate the Slack automation into your playbook to ensure the prompt sending of a direct message form Slack when a new record has been added on Airtable.
Click the "Add step" button, then locate the "Send DM" automation for Slack and input the mandatory and relevant details.
If your Slack account isn't already 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 Relay.app playbook
Activating your playbook is the final step to automate the sending of a direct message from Slack. Once turned on, it will respond to each newly added record in Airtable by sending a direct message from Slack 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 and reminders are being sent correctly.