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Automation! Schedule adding records in Quickbase

advanced applications automation cool stuff how to intermediate time saving tips May 22, 2019

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Schedule routine tasks to be done for you automatically in Quickbase! Using automations on a schedule will change the way you work in ways you can't even imagine.

Bonus: This training also utilizes the NEW Builder Program where you can access a FREE personal Quickbase license.

Do you have daily, weekly, or monthly recurring Quickbase activities? I bet you do!

If any of these sound familiar you'll want to check out this training:

  • You track tasks or to-do lists that have recurring daily, weekly or monthly tasks that you manually create records for each time
  • You track subscription type charges that occur on a regular schedule
  • You track recurring marketing campaigns
  • You track monthly finance activities
  • The list goes on...

In this tutorial on Quickbase Automations, I'll take you through each step to set up an automation that runs on a regular schedule to add records.

  1. Create a new automation based on a daily, weekly, or monthly schedule
  2. Set the action(s) to add new records and save
  3. Test the results

As you get started with Automations, please be cautious and heed the warnings I share in this training.

Otherwise, have fun and enjoy saving boatloads of time!





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