5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Mar 14, 2017
‎Nov 29, 2022

User Statistics

  • 11 Posts
  • 0 Solutions
  • 0 Kudos given
  • 7 Kudos received

User Activity

Hi There, We currently use a piece of software to track our orders on a daily basis. I want to bring the raw data in and have it sort the line items together so I can create automated roll ups on clients and orders and products. Rather than manually ...
Hi Everyone, Does anyone know of a good way to pull some custom reports out of Airtable through an integration? I have built a custom CRM in airtable and want it to automatically create a week in review type report that summarizes whats happened and ...
Hi There, I have custom built a CRM and have it set up to flag an account if we havent talked to them in a certain time period( 30 Days) as we grow though we are finding that this should probably be different by customer. So i was going to add to eac...
I am on the pro plan but when I create a new workspace it defaults to Free why is that?
We have built a pretty good CRM within Airtable. We are constantly adding new things to it to make sure the data that we are seeing from it is as useful as possible. I am trying to add an if statement that if a customer has not been interacted with w...