I work as a booking agent and I want to use airtable to email my runsheets for each of my clients. Currently I’m pasting my data into google sheets, which then formats it into a runsheet and I save a PDF of this and email the PDF, but its quite time consuming
If I were to create a view for each client for their following weeks bookings, I’d like to have a way to email all records within that view to a select few email addresses automatically twice a week (or upon click of a button or something)
Ya, I had to refresh my Airtable app (or browser page) to get the option to show up, but it’s there now:
But I can confirm for you, after a quick test, that the list of records does not format as a grid with this option. Rather, it formats with field names as headings and values underneath them in a vertical layout:
I was able to avoid Airtable branding by using the “Gmail” automation action; but the formatting is a bit disappointing.
I’d make a feature-request post here in the forums requesting that they add the ability to format the “List of records” in the email action as a grid, the same way they do with the “Send records as email” right-click option. I can’t imagine this being a difficult thing for them to implement.
Yep - I have built at least 20 system that pretty much do this in a variety of spreadsheet formats.
The most important aspect of this process is Google Apps Script that uses the advanced sheets API to craft precise grid layouts and convert them to attachment PDFs in the email message.
Using script actions or script blocks I send a request to a custom web hook server that calls back into Airtable to retrieve the view. Then I update a sheet tab, apply formatting, color, etc and make it a PDF.
If pixel-precise formatting and branding matter, this is the best approach.