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Forum Posts

Document Creation

Hello.Am trying to automate creation of document from airtable. The questions are in a lookup fieldBelow is the information i want to push to be created in a document and attached is my workflow.My problem is the out put is not correct.I will wish is...

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Carolinek by 4 - Data Explorer
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Classify records by matching them with Airtable automation

Hi there!Hope everyone is doing great! Remind to drink water  I'm working on a project to connect two different users (not the same table).I want to set up an automation to match records by using two records, geographical area and interests.Let's fir...

jeremy_b by 4 - Data Explorer
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Email notifications

I’m very NEW to Airtable.I want to create a B2C project. The goal is to have the client enter a due date and an email is triggered to notify them each time the item is due. I don’t need to know their due dates because it will become their personal tr...

automate emails to client with quarter report

 Hi,For a property management company, how should I go about creating the next quarterly report?I have organized a board for:AssetsFaultsClientsEvery quarter, I aim to send each client a separate email containing a report detailing:The income generat...

eranggg by 5 - Automation Enthusiast
  • 8 replies
  • 4 kudos