In our business we have multiple marketing teams each with their own board. I’m trying to create a business wide social media calendar that picks up the social media posts from each board without adding an extra place for people to update
I’ve connected the boards and have an automation set up with a mirror column to update the status. The only automation I can see that is suitable is to action something when a column changes. The issue we have is that every time the date changes, it creates a new item in the connected board. I tried it with a condition, but that didn’t work as we don’t always have a date for the social media post when starting work on the task.
I need a solution that blocks duplicate items being created in the connected board and a way to ensure that when the date changes on main board, it’s updated on the connected board.
To add complexity to the issue, I also need to replicate the solution across a number of boards that feed into the connected social media calendar board.
Hello @KellyB
he duplicates are happening because “when Date changes create item” triggers every time the date is edited.
Here’s the cleaner setup:
Only create the calendar item once
Use a trigger like “When Status changes to Scheduled create item and connect boards” so the item is created a single time.
Use the Connect Boards column as the anchor
The Connect Boards column prevents duplicates and ensures updates sync to the same calendar item.
Mirror the Date instead of recreating items
Once the items are connected, use a Mirror column on the master calendar to reflect the Date from each team board. Any date change will update automatically without creating new items.
If you need editing from both boards
Enable two way sync in the Connect Boards column settings instead of using additional create automations.
Then apply the same structure across each marketing board feeding into the master calendar.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here: Calendly
This is a common limitation with native automations, but you can solve it reliably using Make.
Here’s the simple approach:
Make can watch each marketing team’s board and, when an item is first created, create a matching item in the central social media calendar board and store the connection between them. This ensures only one calendar item is created.
After that, whenever the date or other fields change on the original item, Make will update the existing calendar item instead of creating a new one, so duplicates are prevented.
You can use the same setup for multiple marketing boards, allowing all teams to feed into one central calendar automatically while keeping everything in sync without extra manual work.