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Re: Automating resource fulfillment

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ChooseLethbridg
4 - Data Explorer
4 - Data Explorer

Hi all, 

Any help would be appreciated on this one. I'm working on an automation in Airtable we previously used Zapier for to try and streamline some self-fulfilling on-demand educational resources. The way I currently have it set up is in one Airtable base, but two separate sheets. One sheet has an external-facing form for people to order course content through, another sheet has the content listed by name, in zip files or individual files. The names match the form exactly, and I have tried two different methods to get the automation to grab the content from the form sheet based on the name: multiple select and link to another record. Any way I do this it provides all or none, and won't search by name. The content is currently fulfilling best in an Attachments field in a zip file as it ranges from PDF documents to videos to PowerPoint files. 

The actions I'm using are 'When a form is submitted', 'Find Records', and 'Send an Email'. I've attached images of the form and the back-end of the content. Thank you in advance to anyone who can help with this piece!! 

15 Replies 15
zoemax
4 - Data Explorer
4 - Data Explorer

Automating resource fulfillment streamlines processes and boosts efficiency. And when you need a break, recharge at the Best Coffee shop in London.

avajay247
4 - Data Explorer
4 - Data Explorer

Amidst planning, consider a refreshing Afternoon Tea in London for a perfect blend of productivity and relaxation

johnmia
4 - Data Explorer
4 - Data Explorer

improves efficiency by streamlining processes like inventory management and order processing. Consulting with Business Consultants for Small Businesses can help select and deploy automation tools tailored to your needs

zaraox
4 - Data Explorer
4 - Data Explorer

How can corporate sales training integrate these automation technologies effectively

Pearllemon29
4 - Data Explorer
4 - Data Explorer

Automating resource fulfillment is crucial for boosting efficiency. At Pearl Lemon Adventures, we leverage automation to ensure timely and effective allocation of resources.

lydia0
4 - Data Explorer
4 - Data Explorer

Automating resource fulfillment is key to enhancing efficiency and streamlining operations. This cold calling agency understands the benefits of automated processes for optimizing resource allocation and ensuring timely delivery