![]() Status (Single select - Hidden later in the stream).Approver (Single line text - Changed to a lookup later in the stream).Requestor (Single line text - Changed to a linked record later in the stream).In an “Approvals” base, we’ll start by building out the initial tables and data fields: Linked records are used to connect data across the two tables. We’ll also be referencing out a “People” table for tracking who is making time-off requests and who is responsible for approving or declining the requests. This means that each request will be an independent entry in our “Requests” table. With this build, we’ll be managing the entire life-cycle for a time off request. Let’s get into it Set up the tables and fields - 12:30 How to follow alongĪ free Airtable account can be used to build the shown workflows. This stream is also helpful to accountants looking to expand business offerings by building workflows to capture who is / isn’t on vacation for payroll purposes.Īs a bonus, I show how to pre-fill Airtable forms and use Airtable hidden form fields. The workflow shown here can further be extended to handle other routine activities, like expense tracking, employee onboarding, or monthly reporting. In this livestream, Jason and I build a time-off request and approval automation workflow.īusiness owners currently processing time-off requests manually can learn how to use Airtable to streamline the task. Who this video is for and what you’ll learn Countless opportunities exist for problem-solving accountants who can understand a businesses’ workflow problems, the native integrations that exist, and how to fill in the gaps when two services do not talk to one another easily. Even though there are fantastic payroll apps on the market, there are always pieces of information that need to be collected from elsewhere. ![]() ![]() A favorite part of the business is using nocode to solve each clients’ unique problems. ![]() Accountant Jason Staats ( jstaatscpa on Twitter) of Realize LLC manages businesses’ back-office processes. ![]()
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