Make
operations

Make Operations Pack (Airtable + Slack) — 7 Workflows

Automate Revolut payment drafts from Airtable, Trello, and Typeform with Slack alerts.

What This Pack Does

This pack of 7 Make workflows automates the creation, management, and tracking of Revolut Business draft payments using Airtable as the central data hub, with Slack notifications for key actions. Workflows enable you to generate draft payments from Airtable records (including recipient name, amount, and payment date), sync existing Revolut drafts back into Airtable for financial oversight, and manage draft lifecycles by creating or deleting payments based on trigger fields in Airtable. Additional workflows connect Trello cards to payment creation and process Typeform refund requests by creating Revolut drafts from customer order data stored in Airtable. A dedicated Slack notification workflow alerts your team when a new draft is created from Airtable. Together, these workflows provide a cohesive system for initiating, tracking, and reconciling Revolut payments without manual data entry, all orchestrated through Airtable and supplemented by Trello and Typeform integrations.

Who It's For

Operations managers, finance teams, and business owners who process recurring payments or refunds via Revolut Business and want to reduce manual data entry. Ideal for teams using Airtable as their operational database and needing to automate payment creation from multiple sources like Trello cards or Typeform refund requests, while keeping financial records synced and teams notified via Slack.

Highlights

  • Create Revolut drafts from Airtable records
  • Sync Revolut draft payments back to Airtable
  • Manage draft creation/deletion via Airtable triggers
  • Generate payments from new Trello cards
  • Process Typeform refund requests into Revolut drafts
  • Send Slack notifications on new draft payments

Included Workflows(7)

Example Use Case

Imagine a finance team at an e-commerce company receives a refund request via Typeform. One workflow automatically creates a Revolut Business draft payment from the customer's order data stored in Airtable. Later, when a new client is onboarded via Trello, another workflow generates a draft payment for their first invoice. Throughout the day, the team monitors all pending drafts in Airtable, using a workflow that syncs Revolut drafts back to Airtable for reconciliation. Any new draft created from Airtable triggers a Slack notification, keeping the team informed without manual checks.

Primary Integrations

Airtable
Revolut
Slack
Typeform
Builtin
Trello

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