Templates / Airtable CRM Follow-up Reminders in Slack

Airtable CRM Follow-up Reminders in Slack

Beginner   Apps: Airtable, Slack  ·  Setup: 10 minutes

Every deal that dies quietly dies the same way: 'I'll follow up next week' - and next week never fires. If your CRM is an Airtable base, this workflow checks it every morning for records whose Next follow-up date is today (or overdue) and posts the list to Slack with your notes, so following up becomes a checkbox instead of a memory feat.

Download workflow JSON (free) Setup guide

What this workflow does

  1. A Schedule Trigger fires each weekday at 8:30.
  2. An Airtable node searches your CRM table with a formula: follow-up date is today or earlier, status not closed.
  3. A Code node formats each contact into a line with name, company, and your last note.
  4. A Slack node posts the follow-up list - or stays silent if there's nobody due.

Setup guide

  1. Import the JSON into n8n (Workflows > Import from File).
  2. Connect Airtable with a personal access token (data.records:read scope on your base).
  3. Select your base and table in the Airtable node, and adjust the field names in the formula to match your columns (the template expects: Name, Company, Next follow-up, Status, Notes).
  4. Connect Slack and pick your channel or personal DM.
  5. Activate the workflow - reminders start tomorrow morning.

Want this running 24/7?

Self-host n8n on a cheap VPS and this workflow runs around the clock for less than a coffee a month.

Get an n8n VPS from $5/month

FAQ

My date field is named differently - what do I change?Edit the filterByFormula in the Airtable node: replace {Next follow-up} with your exact field name, curly braces included.
Can it mark contacts as reminded so I don't get them twice?Add an Airtable update node after Slack that writes today's date to a Last reminded field, and add that field to the formula filter.
Can overdue follow-ups look different from today's?Yes - the Code node already prefixes overdue entries with a red circle emoji and today's with a yellow one. Adjust the formatting there.

Want the workflows this one is a warm-up for?

The Mega Bundle packs both WorkflowForge Pro volumes — 32 production-grade workflows: automations (cart recovery, lead scoring, invoice extraction) and AI agents (support agent, calendar assistant, research agent), each with a setup guide. $39 for both, instant download.

Get the Mega Bundle →

Need it customized for your exact process?

I build custom n8n automations and AI agents professionally: your tools, your edge cases, tested and documented.

Hire me on Fiverr →