This help article provides step-by-step instructions for setting up Onalu’s Airtable Approvals solution.

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Solution Overview

Onalu’s Airtable Approvals is a no-code way to add a completely automated approvals service to Airtable. Send data from Airtable to Onalu to generate an approval request, run it through the automated approval workflow, and send approved data back to Airtable.

Video Walkthrough

https://youtu.be/h9U8cVb7czk

Step By Step Setup Guide

Step 1: Choose an Onalu Template

Choose a template that best matches the workflow you wish to build, or best matches the field(s) in Airtable that you wish to approve. If you can’t find a perfect match, don’t fret: you can add or remove fields later

Choose a template.mov

Help me pick a template

<aside> 💡 Pro tip: When setting up Airtable Approvals, you’ll want to have a few windows or tabs open: this page, the Onalu app, and Airtable so you can switch between them easily.

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Step 2: Set up your Airtable

Get the corresponding template from Airtable Universe

Once you’ve picked a template in Onalu, we strongly recommend that you copy the corresponding Airtable template from our Airtable Universe page. Here’s a list of each Onalu template and a direct link to its corresponding Airtable Universe page.

Onalu Template Name Direct Link to Airtable Universe
Airtable Purchase Request Approvals https://www.airtable.com/universe/expzyhaggD1I4yRES/airtable-purchase-request-approvals
Airtable Document Approvals https://www.airtable.com/universe/expYCL3RLNV5AmF1a/document-approvals
Airtable Leave Requests https://www.airtable.com/universe/exp9pZH7Afbb0TMfi/airtable-leave-request-approvals
Airtable Approvals Smörgåsbord https://www.airtable.com/universe/expIUbITshL4q4dOP/onalu-approvals-smorgasbord
Airtable Approvals Blank https://www.airtable.com/universe/expAY1DATzS2gNyXi/onalu-approvals-automation-blank