Hi everyone, a few questions as I'm trying to find the best solution.
Background; my employee would like to export client data from Airtable to import into a Google Sheet as they prefer working in that platform (they have issues with how AT can't filter/search via record comments, so we use a long text field for 'notes' but it overrides if someone else adds to it -- any solutions here would also be helpful).They will use the data to follow up with clients that have not booked their service after set periods of time (e.g. 3 months, 6 months, 12+ months).
Anyway, back to the main issue - they want to be able to sort/filter, or automatically change the colour or move into a group after set periods of time since their latest booking. I'd prefer they work directly in AT as the data will always be up to date and it doesn't rely on automations. They also need to update data in AT after contacting the client so it's a bit of double-handling, but I'm trying to work with them and what suits their workflow best.
This part might be more relevant to a Google Sheets community, but will note here anyway; I understand conditional formatting would work well in Google Sheets to highlight the records after X time, that's fine. I'm unsure if/how the imported data can be added to an existing spreadsheet without overriding data that's already there, under certain conditions. For example, some data like last booking would be fine to override, but if there are notes, we don't want them overridden.
This is the kind of data they want in their spreadsheet;
We have separate tables for Client, Company, Current Relationship Manager (aka employee). Booking address and dates are stored in another table Bookings.
Can something like this be achieved in AT so I can keep them using the platform and make it easier to set up?
If you need more information, please let me know.
Hi Caitlyn!
On this one:
@Caitlyn10 wrote:(they have issues with how AT can't filter/search via record comments, so we use a long text field for 'notes' but it overrides if someone else adds to it -- any solutions here would also be helpful).
You could add an "Add Notes" field and then set up an Automation that takes what is written in "Add Notes" and adds it to your "Notes" field.
Here's that extra field:
Here's a sample automation:
If you were fully building this out, you might also have the automation:
- Clear the "Add a Note" field after the record is updated
- OR have this trigger on a button click (e.g. add an extra button field called "Add Note") instead of triggering on "updated record"
On this part:
@Caitlyn10 wrote:my employee would like to export client data from Airtable to import into a Google Sheet as they prefer working in that platform
If your client does decide they'd prefer to connect Airtable and Sheets to get the best of both worlds, you can use Whalesync to 2-way sync the two.
