Daily Task Reminder System: Airtable to Slack Automated Notifications Workflow Solution

Workflow overview

Why this workflow matters

Improves internal consulting operations and productivity. Relevant for managed services and support workflows.

Still reminding people about their tasks manually every morning? Let’s be honest — who wants to start the day chasing teammates about what they need to do? What if Slack could do it for you — automatically, at 9 a.m. every day — without missing anything, and without you lifting a finger? In this tutorial, you’ll build a simple automation with AlekSystem that checks Airtable for active tasks and sends reminders in Slack, daily. Here’s the flow you’ll build: Schedule Trigger → Search Records (Airtable) → Send Message (Slack) STEP 1 : Set up your Airtable base Create a new base called Tasks Add a table (for example: Projects, To-Do, or anything relevant) Add the following fields: | Field | Type | Example | | -------- | ----------------- | ------------------------------------------- | | Title | Text | Finalize quote for Client A | | Assignee | Text | Baptiste Fort | | Email | Email | claire@email.com | | Status | Single select | In Progress / Done | | Due Date | Date (dd/mm/yyyy) | 05/07/2025 | Add a few sample tasks with the status In Progress so you can test your workflow later. STEP 2 Create the trigger in AlekSystem In AlekSystem, add a Schedule Trigger node Set it to run every day at 9:00 a.m.: Trigger interval: Days Days Between Triggers: 1 Trigger at hour: 9 Trigger at minute: 0 This is the node that kicks off the workflow every morning. STEP 3 : Search for active tasks in Airtable This step is all about connecting AlekSystem to your Airtable base and pulling the tasks that are still marked as "In Progress". 1. Add the Airtable node In your AlekSystem workflow, add a node called: Airtable → Search Records You can find it by typing "airtable" in the node search. 2. Create your Airtable Personal Access Token If you haven’t already created your Airtable token, here’s how: 🔗 Go to: https://airtable.com/create/tokens Then: Name your token something like TACHES Under Scopes, check: ✅ data.records:read Under Access, select only the base you want to use (e.g. “Tâches”) Click “Save token” Copy the personal token 3. Set up the Airtable credentials in AlekSystem In the Airtable node: Click on the Credentials field Select: Airtable Personal Access Token Click Create New Paste your token Give it a name like: My Airtable Token Click Save 4. Configure the node Now fill in the parameters: Base: Tâches Table: Produits (or Tâches, depending on what you called it) Operation: Search Filter By Formula: {Statut} = "En cours" Return All: ✅ Yes (make sure it’s enabled) Output Format: Simple 5. Test the node Click “Execute Node”. You should now see all tasks with Statut = "En cours" show up in the output (on the right-hand side of your screen), just like in your screenshot. STEP 4: Send each task to Slack Now that we’ve fetched all the active tasks from Airtable, let’s send them to Slack — one by one — using a loop. Add the Slack node Drag a new node into your AlekSystem workflow and select: Slack → Message Name it something like Send Slack Message You can find it quickly by typing "Slack" into the node search bar. Connect your Slack account If you haven't already connected your Slack credentials: Go to AlekSystem → Credentials Select Slack API Click Create new Paste your Slack Bot Token (from your Slack App OAuth settings) Give it a clear name like Slack Bot AlekSystem Choose the workspace and save Then, in the Slack node, choose this credential from the dropdown. Configure the message Set these parameters: Operation: Send Send Message To: Channel Channel: your Slack channel (e.g. #tous-AlekSystem) Message Type: Simple Text Message Message template Paste the following inside the Message Text field: Message template Paste the following inside the Message Text field: New task for {{ $json.name }}: {{ $json["Titre"] }} 👉 Deadline: {{ $json["Date limite"] }} Example output: New task for Jeremy: Relancer fournisseur X 👉 Deadline: 2025-07-04 Test it Click Execute Node to verify the message is correctly sent in Slack. If the formatting works, you’re ready to run it on schedule 🚀 Want to scale your workflows? Visit 0vni – Agence automatisation.

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