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Attaching a CSV of records from a view to email

  • January 8, 2023
  • 2 replies
  • 72 views

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  • Known Participant
  • 22 replies

Is this possible? I am unable to get the attachment mechanism working in an automation with send email action, or am simply misunderstanding. I just want to send all records in a view as a csv.

2 replies

Greg_F
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  • Brainy
  • 145 replies
  • January 9, 2023

Hi @corb ,

I  do not think the attachment functionality could be used this way. You would need to have existing file first to attach it.

To  create CSV file from an Airtable view, I would just use Make.com - it has a handy CSV module.

In  the Airtable module you specify the view to take data from.

In the CSV you select what data  should be included:

In the Gmail you use the output text as data and name the  file the way you want.csv

You could  use automation to  trigger this scenario (instead of time scheduler I am using above).

Let me know if that helps?

 

 

 

 

 


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  • Participating Frequently
  • 5 replies
  • July 22, 2024

Hi @corb ,

I  do not think the attachment functionality could be used this way. You would need to have existing file first to attach it.

To  create CSV file from an Airtable view, I would just use Make.com - it has a handy CSV module.

In  the Airtable module you specify the view to take data from.

In the CSV you select what data  should be included:

In the Gmail you use the output text as data and name the  file the way you want.csv

You could  use automation to  trigger this scenario (instead of time scheduler I am using above).

Let me know if that helps?

 

 

 

 

 


Hi Greg, 

Do you know how would use automation to trigger this?