Stop Manually Following Up: Automate Emails & Slack Alerts in Airtable

If your current “system” for following up with leads or checking in on client forms is a mix of sticky notes, DMs, or remembering to ping your VA—there’s a better way.

In the video below 👇, I walk you through how to use Airtable automations to instantly send personalized emails and notify your team in Slack anytime a form is submitted. This is one of the simplest, most high-impact ways to uplevel your Airtable Client Management CRM.

👇 Watch the full video here:

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Why Automating Emails & Alerts Belongs Inside Your CRM

You don’t need more tools—you need your tools doing more for you.

Whether it’s an application form, a progress check-in, or a client support request, every form submission is a touchpoint. When you automate what happens next, you’re not just saving time—you’re delivering a more responsive, polished, high-touch experience.

That’s what a Client Management CRM in Airtable makes possible.

And in this tutorial, you’ll learn exactly how to:

• Trigger a custom email response based on form answers
• Alert your team in Slack (with a direct link to the client record!)
• Update the status field in Airtable automatically
• Use conditional logic to tailor your responses based on revenue, readiness, or other key fields

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Use Cases for Coaches & Service Providers

This Airtable automation is especially powerful if you run a coaching program, DFY service, or group container. It works beautifully for:

✅ Application Forms
→ Instantly let people know if they’re a fit and what to expect next

✅ Contact Forms
→ Route questions or lead types to the right team member, automatically

✅ Client Submissions
→ Send warm “we got it!” emails and tag your team so nothing falls through the cracks

✅ Weekly Check-Ins or Progress Forms
→ Acknowledge submissions with encouragement and keep your team informed

This exact structure is baked into my Client Hub template, so if you’d rather skip the build and flip a switch, that’s a great place to start.

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Why Airtable (and Not Zapier)?

People often assume you need Zapier to automate workflows like this—but that’s not true here.

✅ Airtable connects directly to Gmail and Slack, so you can build automations natively
✅ You get 25,000 automation runs per month on the Airtable Team plan (vs. just 750 Zapier tasks on their base plan)
✅ Automations run instantly, and you can see the full revision history for troubleshooting

And if you’re already managing your clients inside Airtable, why send that data out to Zapier just to send an email? Keep it clean and streamlined.

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Want This System Already Set Up?

If you’re thinking, “Ashley… I love this, but I do not want to build it from scratch,” I’ve got you.

🎁 The Client Hub Template includes:

• This exact email + Slack automation
• Pre-built Airtable forms and dashboards
• Re-sign logic, onboarding flow, and results tracking
• Everything pre-wired, so you can flip it on and make it yours

It’s the same system powering 6- and 7-figure coaching businesses—and it’s built for brains that don’t have time to duct-tape it all together.

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TL;DR — Automate Once, Save Time Forever

This isn’t just about sending emails or pinging your VA.

This is about building a CRM that:
✅ Keeps your client experience high-touch
✅ Keeps your team in the loop
✅ Saves you hours per week
✅ Scales with you

Watch the full tutorial above, test it for yourself, or grab the Client Hub template if you want the plug-and-play version. Either way—you’re going to love what Airtable can do.