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Hi


I receive email orders and would like to add the received emails to the order record in my Airtable. Tried a drag and drop but this transfers the message from Outlook as a .msg, which can’t be read.


Occasionally there are multiple emails, and I would like to have them all in the same place, with the particular order. Any help appreciated!

MANUALLY:

You can save your email message as a PDF file to your desktop, and then drag that PDF file into your attachment field in Airtable. Then, you can view the PDF file in Airtable.

You can also put multiple PDF files into the same attachment field.

AUTOMATICALLY:

However, if you want to AUTOMATICALLY add a PDF copy of your emails to Airtable, you can accomplish that with a tool like TaskRobin.

You can also custom-create your own PDF solution by using a combination of Make’s advanced integrations and PDF.co.

Below is a screenshot of one of the many different ways that you could setup this automation in Make.

This particular automation searches the incoming email’s subject line to see if it contains any Airtable job numbers within the subject line. If so, it attaches a PDF copy of the email to that Job via a linked table.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.

I also give live demonstrations of how to use Make in many of my Airtable podcast appearances. For example, in this video, I show how to work with Airtable arrays in Make. This is important to understand, because attachment fields are arrays in Airtable.

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

 

You can save your email message as a PDF file to your desktop, and then drag that PDF file into your attachment field in Airtable. Then, you can view the PDF file in Airtable.


You can also put multiple PDF files into the same attachment field.


Hope this helps! If this answers your question, could you please mark this comment as the solution to your question? This will help other people who have a similar question. If not, please let me know what else you need help with! 🙂


Thank you Scott; such a simple solution! :woman_facepalming:

Thank you Scott; such a simple solution! :woman_facepalming:


You’re welcome! Glad I could help! 🙂

Hey, we have actually built TaskRobin that allows you to seamlessly forward emails to Airtable table. You don’t have to export PDF files and upload to Airtable manually.

All you need to do is to setup TaskRobin and link your Airtable table, then you can forward emails to a TaskRobin forwarding address. All these emails will then be saved automatically to Airtable as new rows in the table. All email attachments will also be uploaded. You can also customise fields in your Airtable to store specific email meta data information such as the sender, subject line, attachment files etc.

If want to AUTOMATICALLY add a PDF copy of your emails to Airtable, you can accomplish that with a tool like TaskRobin.

You can also custom-create your own PDF solution by using a combination of Make’s advanced integrations and PDF.co.

Below is a screenshot of one of the many different ways that you could setup this automation in Make.

This particular automation searches the incoming email’s subject line to see if it contains any Airtable job numbers within the subject line. If so, it attaches a PDF copy of the email to that Job via a linked table.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.

I also give live demonstrations of how to use Make in many of my Airtable podcast appearances. For example, in this video, I show how to work with Airtable arrays in Make. This is important to understand, because attachment fields are arrays in Airtable.

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

 

Hey, we have actually built TaskRobin that allows you to seamlessly forward emails to Airtable table. You don’t have to export PDF files and upload to Airtable manually.

All you need to do is to setup TaskRobin and link your Airtable table, then you can forward emails to a TaskRobin forwarding address. All these emails will then be saved automatically to Airtable as new rows in the table. All email attachments will also be uploaded. You can also customise fields in your Airtable to store specific email meta data information such as the sender, subject line, attachment files etc.

Hi Daniel, does this have a mechanism for automatically associating (linking) to a contact based on email address?

E.g. I’d like to store these emails in an Interactions table and automatically link them to a lead that has the matching email address.

Thank you.

Kind regards

Brett

Hey, we have actually built TaskRobin that allows you to seamlessly forward emails to Airtable table. You don’t have to export PDF files and upload to Airtable manually.

All you need to do is to setup TaskRobin and link your Airtable table, then you can forward emails to a TaskRobin forwarding address. All these emails will then be saved automatically to Airtable as new rows in the table. All email attachments will also be uploaded. You can also customise fields in your Airtable to store specific email meta data information such as the sender, subject line, attachment files etc.

Hi Daniel, does this have a mechanism for automatically associating (linking) to a contact based on email address?

E.g. I’d like to store these emails in an Interactions table and automatically link them to a lead that has the matching email address.

Thank you.

Kind regards

Brett

 

Hi Brett,

Yes, TaskRobin does have a built in mechanism to link email records to contact records (people who are in your saved email messages). You will need an Email Table and a Contacts Table. When you save emails via TaskRobin, all email records are stored to the contacts records in the contacts table.

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