■Overview
This is a flow that automatically registers tasks in Backlog when a deal is closed in Airtable.
■Recommended for
1. Companies managing projects using Airtable
・Those managing client information and deal progress in Airtable
・Those who find it cumbersome to add tasks to Backlog after changing the deal status
2. Companies using Backlog as a task management tool
・Project managers using Backlog for project management
・Those who manually add tasks to Backlog every time a deal is closed
■Benefits of using this template
Backlog is an excellent tool for project management.
However, it can be tedious to manually add tasks every time they arise.
By using this template, you can reduce such hassle.
When a deal status is changed to closed in Airtable, tasks are automatically added to Backlog.
This allows for smooth post-deal processing.
Additionally, automating task addition helps prevent human errors.
You can prevent situations where tasks are missed due to forgetting to add them to Backlog.
■Notes
・Please integrate Yoom with both Airtable and Backlog.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flowbot will result in an error, so please be aware.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
.avif)
.avif)
.avif)
