M3 - Supplier Waitlist

07 - Prospecting Automation

In this video, we are going to set up the workflow for reaching out to prospective suppliers for the site by using the info we found in the previous step to automatically generated a highly personalized email.

00:00 Intro
00:48 Create a new view for approved records
02:00 Set up your Status field
03:20 Set up new automation when record is moved into view
04:30 Set up your email action step
10:00 Test your email
11:15 Update your Airtable record with a new status