We are a vacation rental property management company that use Airtable for data keeping.
Our model requires slightly more complicated than what we have on Airtable as solutions as we have the following layers:
1- Revenue table (bookings and collections that took place last month)
2- Fees (Our fees from bookings that took place)
3- Expenses (Expenses that we paid on behalf of owners and that we need to deduct from their net earnings)
Our monthly Reports to our clients goes as follows:
- Summary page
- Revenue page
Right now, what I do is make all the data processes on Airtable, connect it to ClicData and then make a PDF for each client for one of these reports. Finally, I compile the 3 reports into one Statement PDF Report which I put in Airtable again and its automatically emailed to my clients.
I would like to automate this part. I am thinking of a script that allows me to do the following:
1- Connect all my tables based on a common unique field (account unique ID)
2- Compute the net earnings of each clients after deducting of our fees and expenses from the tables
3- Create the Report on PDF format for all clients
4- Put the PDF in the right field slot on Airtable
5- Finally send out the reports to all the emails of the clients.
Does anyone here feel they have the ability to create this script for us?
Would be happy to discuss it more.