Automated Task Creation from Airtable Template

Airtable Setup:

• Ensure you have an Airtable base with the following tables:
  • Tasks (for task details)
  • Templates (for task template definitions)
  • Clients (for client information)
  • Team (for assignee information)
  • Automate (for managing the automation recurrence and status)
• Copy the Airtable Base ID and the respective Table IDs into the Airtable Base ID's node.
• Configure the Entered View "First Task - Create Task" node with your Airtable Base ID, Table ID, and the specific View ID. Ensure the updated_at field is visible in this view.

n8n Workflow Configuration:

• Connect your Airtable account using the airtableTokenApi credential.
• The workflow automatically fetches data from Airtable based on the trigger.
• The Calculate Dates node contains JavaScript for date calculations; adjust timeValue and daysForSoftDueDate as needed.
• The Create Task and Update Automated Record nodes construct JSON payloads for Airtable API requests. Ensure field names match your Airtable schema.
• The Notify Assignee node is disabled by default but can be configured for Slack notifications.

Testing:

• In your Airtable base, create an entry in the Automate table. For live testing, set the Start Date to today.
• The workflow will trigger, create a task, and update the automation record.