Automate the tracking of your meetings by connecting x.ai to Zapier and Airtable
With x.ai + Zapier you are a few steps away from turning your basic calendar into a fully customized application. This is the second post in a series of posts explaining how to connect x.ai to Airtable in order to make a powerful meeting management dashboard. In the first post of this series we explained how to setup Airtable. Now, we’ll automate the creation of a new record each time a meeting is scheduled.
What is Airtable?
If you haven’t heard, Airtable is a powerful no-code database tool that can create applications and customized workflows. I’ve used Airtable over the past 7 years to manage everything from my Thanksgiving shopping list and apartment maintenance requests, to editorial teams for magazines, blogs, and newsletters.
At Stackrie, we’ve built recruiting CRM’s for thousands of candidates, social media calendars, and non-profit donor tracking apps.For this post, we’ll use Zapier to supercharge Airtable from a pretty spreadsheet into an automated meeting tracker!
What do you need?
- An Airable Account (There’s a free tier 😉)
- A Zapier Account
- A x.ai Account – at least the individual subscription
- 30 minutes
Adding new meetings to Airtable
- Add an action that creates a new record for each new meeting
- Map your x.ai fields to this action
- Test it! Make sure things are working.
If you’re following along from part one, you already have a new zap that is connected to your x.ai account. Now we’ll add an action step and connect our Airtable accounts. If you’ve never connected Zapier to Airable before, the folks at Zapier have created a nifty guide. Once your Airtable Connection is established, you’ll want to create an Action that creates a new record in Airtable.
Once Zapier loads your fields from Airtable, it’s time to map your data!Use the search provided to find the right information to match your field’s name.
When you’re done mapping fields, give it a test run!
How did you do? If your data types are off, now is the right time to fix them. Tweak and then try things again. When automating, give yourself a lot of grace to try and then tweak your way to a working finished product. Once things look good, it’s time to take things up a notch.
In my next post, I’ll share about how to create a one-way sync with Airtable that updates your meeting dashboard as changes are made.
Enoma is a writer, speaker, and entrepreneur who loves to empower makers and creators to do good, and do it well. She runs Stackrie, an automation consulting firm helping small teams with big goals get stuff done—with less manual effort.