# Let's automate

In [my previous post](https://hellosambhavi.com/a-tiny-peek-into-the-world-of-no-code-automation), we took a peek inside the world of No Code tools. In this post, let's try automating a simple scenario using the following tools:

* [Google Form](https://www.google.com/forms/about/)
    
* [Airtable](https://airtable.com)
    
* [Make](https://www.make.com/en)
    

As always, I come up with a hypothetical scenario and stitch the required components together so that it's easier for anyone to relate. For the moment, let's assume I'm responsible for distributing free t-shirts to participants of the "Team Green Marathon" which is going to take place in mid-October.

The assumption that I make is, that there is a QR code that people will scan which will take them to a `Google form` that I created. Once they fill up the form, data comes to my `Airtable`. This happens through a [Make scenario](https://www.make.com/en/help/scenarios/creating-a-scenario).

As a token of acknowledgment, I email the participant who filled in the Google form. In addition to that, once a day I need the count of T-shirt sizes XS and XXL as they are not very common and I'd like to keep track of it. For these, I use two simple [Airtable automations](https://www.airtable.com/platform/automations).

### Step 1 - Create a Google Form

Assuming you have a Google account, head on to creating a [Google Form](https://www.google.com/forms/about/). If you do not have a Google account, [sign up for one](https://support.google.com/accounts/answer/27441?hl=en).

Creating a Google Form is pretty intuitive and easy. Once you are in Google Form page, click on "Start a New Form" and choose the first option i.e. Blank.

You should see something like this:

![](https://cdn.hashnode.com/res/hashnode/image/upload/v1695968951332/890e7e61-67bb-4eb4-a36b-4debafe9f37d.png align="center")

Start modifying the title to something more appropriate, and then add questions. There are a few different options when it comes to choosing the Answer Type. It can be Short text, Long text, Radio buttons, Checkboxes, Dropdown and so on.

I created a simple Google form for the free T-shirt scenario and this is how it looks like, nothing fancy.

![](https://cdn.hashnode.com/res/hashnode/image/upload/v1695980155106/0aaeeb4b-fe9e-43a9-ba43-c7a551dc6c63.png align="center")

Here is the URL for the form I created: [https://forms.gle/aZsvykjJ8hmHdWibA](https://forms.gle/aZsvykjJ8hmHdWibA)

Feel free to create a form that suits your scenario. Once you add the questions and the corresponding answer type, click on `Send` button on the top right corner of your screen. You will have an option to share the form with everyone. Choose the one that you see fit. I chose the Copy URL option.

### Step 2 - Sign up with Airtable and create a Base

The next step is for us to create a Base in Airtable. Think of a Base as similar to a database that we are used to. [Sign up for a free plan](https://www.airtable.com/) with Airtable. Once that is done, head on to the home page. On the left side panel, you should see a button called `Create a base`. It will look like something as below:

![](https://cdn.hashnode.com/res/hashnode/image/upload/v1695969968619/3c9f1b1e-e5b6-410e-99b8-f74d8de04dde.png align="center")

I named my Base "Marathon T-shirts". I then create a table by clicking on the "+ Add or Import" button on the top left corner. Below is the table in my base, it's similar to the columns in my Google Form.

![](https://cdn.hashnode.com/res/hashnode/image/upload/v1695970179398/bc9b2eda-e656-44ac-ae95-d8c47cb64cb4.png align="center")

By default, Airtable creates a default table structure. I generally go ahead and modify it per my needs. If you click on the arrow mark beside each column name, you will be able to specify the data type/edit it. Feel free to modify the name and datatype of each column. The first column on the left is the Primary Key column. Hence I usually rename it to ID and designate the type of the column as AutoNumber.

First Name, Last Name and T-shirt size are Short text. The email column is of type Email in Airtable. Simple?

### Step 3 - Create an automation in Make

[Make](https://www.make.com/en) is a powerful visual platform that makes it possible to automate workflows and tasks. Sign up for a free plan as that should be sufficient for initial playing around.

After filling in the initial details, the next step would be to create a Scenario. A Scenario is nothing but a series of modules that are stitched together for data to be transformed from one app to the other. Per [Make documentation](https://www.make.com/en/help/scenarios/creating-a-scenario), 4 steps is required:

1. Choose your apps
    
2. Build your scenario
    
3. Test your scenario
    
4. Activate it
    

In our case, the apps would be Google Forms and Airtable. When a response is submitted, this scenario fires, captures the response and creates a record in Airtable.

[I created a short video](https://www.loom.com/share/f5bd79e1eee64b0bb3582bb7af7a5913?sid=6be577b8-c90f-4d8a-ad99-5191a90b6927) using Loom where I show the steps that I follow to create a scenario in Make. Since it consists of multiple steps, I thought a video would be an easier option.

<div data-node-type="callout">
<div data-node-type="callout-emoji">💡</div>
<div data-node-type="callout-text">Note that in the video, I choose the option <code>Run Once</code>. This was just to test. Once you are happy with the flow, make sure to turn on the scenario and define a trigger. For our example, an ideal trigger would be <code>Run every 2 minutes</code>.</div>
</div>

<div data-node-type="callout">
<div data-node-type="callout-emoji">💡</div>
<div data-node-type="callout-text">In the video, I did not show the step of connecting my <code>Google</code> account and <code>Make</code> account. Likewise, my <code>Airtable</code> account and <code>Make</code> account need to be connected. That's quite simple and is self-explanatory.</div>
</div>

### Step 4 - Create an Airtable automation to send an acknowledgment email to the participant

Next, we send an email to each participant whenever a record is created in our Airtable Base. To do this, we should create automation in the Airtable automation tab and then define the trigger followed by the next steps.

[I just recorded a short video again](https://www.loom.com/share/0b5fa7a46feb467989e395752881c85f?sid=95d47eaf-fd79-463b-978d-00292a8c2881) rather than capturing each screenshot step by step. I promise you, once you get familiar it'll be child's play.

One thing I missed in the video is that you can configure a few more options while configuring the email step. There is a link below the "To" textbox that reads "Show more options". Clicking on that opens up a few more options where you can configure values for Cc, Bcc, From name, and Reply to. I usually configure From name to an appropriate name, else it would read "Airtable automation". In this case, I put "Team Green Marathon". I also give an appropriate value for "Reply to", but not this time as this is just a demonstration.

### Step 5 - Let's perform another Airtable automation

This time it will be a scheduled one. Let's assume that getting hold of T-shirts of sizes XS and XXLs is a bit challenging. As a person responsible for handling t-shirts, I need to be aware of how many are being requested daily.

I can also go and get a count from my Airtable table. Instead, I create an automation that is scheduled to run at 10 PM every day that finds records of sizes XS and XXL and sends me an email.

[Here is a short video](https://www.loom.com/share/568197563e0a4494b3124772f189fb3a) where I perform the same.

<div data-node-type="callout">
<div data-node-type="callout-emoji">💡</div>
<div data-node-type="callout-text">Please note that this approach of finding records two times is not the best one. There are many better ways to handle it. You can define Tshirt sizes in a separate table and link it with <code>Participants</code> table. In doing that, you will make use of <code>Count</code> and <code>Rollup</code> types in Airtable. You can also try using <code>Formula </code>field to calculate the count. Since this is just a demonstration, I spinned up something quick 😎</div>
</div>

### Would you want to test it yourself?

Here is the link to the Google Form I created - [https://forms.gle/T6eHYwtmkFsuGBfF9](https://forms.gle/T6eHYwtmkFsuGBfF9)

Just for fun, fill it up. You will get an email from "Team Green Marathon". But then, there are no free T-shirts 😂. And don't worry, I will not be using your emails for anything.

### Closing thoughts

The reason why I put a Swiss army knife in the cover image of this post is not without a reason. Learning No Code and Low Code tools is a valuable and efficient skill set that one may possess. I highly encourage you to try picking up a few of these to start with. Who knows, it may be a game changer.

Do give it a try, and post your experiences. If you are out of ideas as to where to use them, don't forget to send me a nudge. I'll reply with a handful of ideas 😁
