Automate Emailing CSV File using Cloud Convert

[rrid]

Hello,

I need to send a csv file to my email when a record matches a condition. I was hoping simple scripting would work, but it seems like this is not yet doable with native Airtable tools. I saw in a previous post that someone suggested to "use a script that creates the csv or Excel file using the CloudConvert service (or another similar service) and attaches the csv file to a record". I will only need to do this max 25 times a day, which it seems like CloudConvert offers for free. I would like to try to make this process free. I tried setting up an API key on Cloud Convert but my script is saying it is unauthenticated. Is anyone familiar with how to set this up?

[GavinA]

Hello - what does the CSV file need to contain? 

[rrid]

Hey Gavin,

It needs to contain data from various data of 2 of my tables on a single base.

Thanks.

[ScottWorld]

@rrid 

You can automatically export CSV files from Airtable by using Make’s CSV integrations.

I give a brief demonstration of how to do this on this Airtable podcast episode.

- ScottWorld, Expert Airtable Consultant

[GavinA]

@rrid We have an app that lets you make download links for your Airtable bases. You could include these CSV download links in your auto-emails :

https://www.csvgetter.com/

Let me know if I can help you get set up 🙂 

[rrid]

Hi Gavin, thanks for the reply. I would have to do the Pro version and that is quite expensive. Do you know if you offer a discount for Non-profits / educational organizations?

Thanks.

[rrid]

Hi Scott,

Thanks for the reply. I have already started looking into make as an option. However, it does not seem to offer the functionality I need, but maybe I am not familiar enough with the software. Here's what I need to achieve:

I have two tables, one storing the information of articles (table A), the other storing people I want to review those various articles (table B). I have a trigger set that when I get 40 people in table A that correspond to a single article in table B, that article's status is set to "Complete", and I want to be able to download a CSV containing all the authors information in table B that were matched to the article. 

I tried to set up a potential trigger in my Airtable this way: I added a field called "Complete" in table B that, once the article was complete, the field would be populated by the article's specific ID, which is already in a field in table B called "article ID". So in Make I have - Trigger field: "Complete". Label Field: "Preprint ID (pulled)". Formula: "{Preprint ID (pulled)} = {Complete}". When I test a run, I get 0 authors in my csv, when in should be 40. This seems like maybe my mission is beyond the task ability of Make, does that seem true?

Thanks.

[ScottWorld]

No, that's not beyond the task ability of Make, but you wouldn't want to do all of that from a trigger module.

You would search for your records using an "Airtable - Search Records" module.

Your trigger should probably be changed to a webhook module, and you could trigger the scenario from Airtable by following these instructions: https://air.tableforums.com/t/instantly-trigger-a-make-com-automation-from-airtable-i-e-sending-airt...

[GavinA]

Hey @rrid - certainly. Drop me a direct message and I can give you a coupon code.