I need help figuring out the best base set-up for my specific conditions. Working backwards, I want to be able to download as a CSV one accurate list of records that will all receive a printed mail piece. The records must contain:
- address line1
- address line2
Addresses will contain one of the following options:
- Person info:
- Person’s First Name
- Person’s Last Name
- Organization info:
- Both #1 and #2
The tables I currently have:
Organizations (addresses in this table)
I need a way for the table or view that I download the CSV from to pull the correct mailing address because I have some organizations that do not have a person affiliated with them.
Do I have my tables organized in the best way?
Is there an automation that I need to run to achieve my goals?
Is it a lookup field that I need to use instead of automation?
I have the FREE version of Airtable and it is unlikely I’d be able to use a paid version.