Submit Airtable Records for Approval

Approval Processes in Airtable

Approval processes in Airtable are automated sequences that an organization can use to approve records for database operations. These processes are crucial for maintaining data integrity and ensuring that changes or additions to records meet specific criteria set by the organization. The integration of Kognitos with Airtable simplifies the interaction with these processes, making it easier for users to submit objects for approval and track their status.

Understanding Approval Processes

Approval processes in Airtable are defined workflows that specify the steps required to approve a record. These processes can be applied to various Airtable tables, such as Projects, Employees, or custom tables, depending on the organization's needs. Approval processes typically involve one or more of the following components:

• Criteria for entering the process: Defines what records are eligible for approval. For example, a project might need to have a budget greater than $10,000 to require approval.

• Approval steps: The sequence of approval actions that need to be taken. This can involve multiple approvers at different stages.

• Approval actions: Actions taken when a record is approved, rejected, or recalled, such as updating fields, sending email notifications, or executing custom logic.

Submitting Records for Approval

With Kognitos, users can submit Airtable records for approval using natural language commands. This simplifies the process, especially for users who may not be familiar with Airtable's interface or approval process configurations.

Example:

submit the project for approval with
    the project's ID is "rec123456789"
    the comment is "Requesting approval for high-budget project"

In this example, a project is submitted for approval by specifying its ID and providing a comment to give context to the approver. Kognitos translates this command into the appropriate Airtable operation, automating the submission process.