Automation: Expenses → Cashflow items

Purpose Whenever an Expenses record has no linked Cashflow item, Airtable automatically:

1. Detects the record (trigger: Cashflow items is empty).
2. Creates a matching record in Cashflow items and links it back to the expense.

This ensures every cost is captured in the cash-flow ledger instantly—no manual copying and no missed entries.

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Copy‑paste prompt for Airtable AI Assist

Create an automation:

• Trigger
  - Type: “When record matches conditions”
  - Table: Expenses
  - Conditions:
      1. Field “Cashflow items” is empty

• Action
  - Type: “Create record”
  - Table: Cashflow items
  - Set field “Expense” to airtableRecordId()   // link the new Cashflow item back to the triggering record

Paste the block above into the AI Assist prompt inside Automations; Airtable will scaffold the trigger and action for you.