Hi everyone,
I could use some advice on setting up an automation for a project I'm working on.
I have an Airtable base structured like this:
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A Rooms table (corridor, toilet, kitchen, etc.)
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A Products table
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A Proposal table
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A Line Items table where I create the Proposal Items which is linked to the other tables.
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Each product has a payback calculation (e.g., how long it takes to pay for itself)
What I'm trying to achieve is to automate the creation of a graph for each job that:
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Plots Rooms on the X-axis and Payback Time on the Y-axis, showing all relevant products linked to that job.
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Either:
a) Automatically generates this graph and uploads it as an image attachment back into the respective Job record in Airtable
— OR —
b) Exports the necessary data to another 3rd party tool (e.g., Google Slides, Canva, or similar) to generate the full proposal externally, and then uploads the final proposal document or image back into the Job record.
I'm not sure which approach is more feasible within Airtable's capabilities, I would need to rely on third-party integrations like Make, Zapier, or scripting.
Has anyone tackled something similar?
I'd appreciate any guidance on:
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Best tools to use
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Example automations or scripts
Thanks in advance!
