Hi
I receive email orders and would like to add the received emails to the order record in my Airtable. Tried a drag and drop but this transfers the message from Outlook as a .msg, which can’t be read.
Occasionally there are multiple emails, and I would like to have them all in the same place, with the particular order. Any help appreciated!
Best answer by ScottWorld
You can save your email message as a PDF file to your desktop, and then drag that PDF file into your attachment field in Airtable. Then, you can view the PDF file in Airtable.
You can also put multiple PDF files into the same attachment field.
Hope this helps! If this answers your question, could you please mark this comment as the solution to your question? This will help other people who have a similar question. If not, please let me know what else you need help with! :slightly_smiling_face:
+33You can save your email message as a PDF file to your desktop, and then drag that PDF file into your attachment field in Airtable. Then, you can view the PDF file in Airtable.
You can also put multiple PDF files into the same attachment field.
Hope this helps! If this answers your question, could you please mark this comment as the solution to your question? This will help other people who have a similar question. If not, please let me know what else you need help with! :slightly_smiling_face:
You can save your email message as a PDF file to your desktop, and then drag that PDF file into your attachment field in Airtable. Then, you can view the PDF file in Airtable.
You can also put multiple PDF files into the same attachment field.
Hope this helps! If this answers your question, could you please mark this comment as the solution to your question? This will help other people who have a similar question. If not, please let me know what else you need help with! :slightly_smiling_face:
Thank you Scott; such a simple solution! :woman_facepalming:
+33Thank you Scott; such a simple solution! :woman_facepalming:
You’re welcome! Glad I could help! :slightly_smiling_face:
+8Hey, we have actually built TaskRobin that allows you to seamlessly forward emails to Airtable table. You don’t have to export PDF files and upload to Airtable manually.
All you need to do is to setup TaskRobin and link your Airtable table, then you can forward emails to a TaskRobin forwarding address. All these emails will then be saved automatically to Airtable as new rows in the table. All email attachments will also be uploaded. You can also customise fields in your Airtable to store specific email meta data information such as the sender, subject line, attachment files etc.
+33My solution above only discusses how to MANUALLY add a PDF copy of your emails to Airtable.
However, if you want to AUTOMATICALLY add a PDF copy of your emails to Airtable, you can accomplish that with a combination of Make’s advanced integrations and PDF.co.
Below is a screenshot of one of the many different ways that you could setup this automation in Make.
This particular automation searches the incoming email’s subject line to see if it contains any Airtable job numbers within the subject line. If so, it attaches a PDF copy of the email to that Job via a linked table.
If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.
Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
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