Tag: Automation

Leveraging AITable.ai for Automated Email Notifications

Post author By Casper
Post date June 21, 2024
No Comments on Leveraging AITable.ai for Automated Email Notifications

Utilizing AITable.ai for work management and using email for communication is a common practice among many teams and individuals. Bridging the gap between these two platforms to establish a seamless flow of information is a strategy that can significantly expedite team efficiency.

For instance, teams that use AITable.ai for project management would find it beneficial to automate the process of sending email notifications to responsible team members whenever a new task is added. AITable.ai offers multiple ways to achieve this automation.

Your Hub for Workflow Automation and Interoperability

AITable.ai simplifies workflow automation by providing a visual database and extends its reach by connecting to over 6000+ apps via connectors such as Albato, Zapier, Make, Pabbly, and Activepieces.However, AITable.ai’s capabilities are not limited to these connectors. The platform boasts robust automation features that enable users to create diverse automated workflows.

In this blog post, we delve into two distinct ways of building automated workflows on AITable.ai to facilitate automatic email notification.

Automating Email Notifications Using AITable.ai Automation

To initiate the automation of email notifications, start by creating a new column in your AITable.ai datasheet, designating it as a select field. This field should include the option ‘sent,’ which will act as the trigger for the automation process.

Set up an automation in AITable.ai, choosing ‘Record Matches Conditions’ as the trigger. When the status changes to ‘sent,’ the condition is triggered.

For the action, select ‘Send email,’ and fill in the relevant configuration details. Configuration details include SMTP Server, username, password, recipient’s email, email subject, and body.

AITable.ai supports the inclusion of variables in the email content. Save this automation, and you’ll be able to synchronize information by sending it to the corresponding email when needed.

Harnessing the Power of Connectors for Email Automation

Apart from AITable.ai‘s inherent automation, connectors like Zapier, make.com, Pabbly can be used for automatic email notifications. The trigger mechanisms are diverse and can be explored in our previously published blog: Sync From AITable to Google Sheets. In this blog, we use make.com as an example to demonstrate how to build an automated workflow using a connector.

In AITable.ai, set up an automation related to ‘send web request’ to ensure that information can be received by make.com. When setting up the automation, choose ‘Record Matches Conditions,’ with the trigger set for when the status changes to ‘sent.’

For the action, select ‘send web request’ and fill in the relevant configuration details.

Next, create a new Scenario in make.com and select webhook as the first module. Choose custom webhook and generate a URL, which should be copied into the AITable.ai automation settings.

Test the data retrieval, and if successful, choose Mail as the next module. For the event, select ‘Send Email,’ connect to your email service. Fill in the necessary information in the configuration panel, such as the recipient’s email, email body, cc, and more. You can include field variables from AITable.ai.

Particularly when connecting a Gmail account, the module needs to select Gmail, and specific settings need to be made in your Gmail home page for it to work. You can refer to the document: Gmail Help for details.

After successful testing, you can publish this workflow.

Embracing the Power of Automation with AITable.ai

AITable.ai enables a multitude of automated office operations, significantly enhancing your work efficiency. By automating tasks that were previously time-consuming and manual, AITable.ai empowers teams to focus on more strategic and value-adding tasks.

Whether it’s sending timely project updates, sharing valuable data insights, or pushing tasks and updates to project management tools, AITable.ai can handle it all. The power of automation lies in its ability to save time and reduce manual tasks.

By automating your email notifications with AITable.ai, you’re not just getting started – you’re getting ahead. Embrace the power of automation with AITable.ai and transform the way you manage your workflows.

Read more about AITable.ai

Tags AITable.ai, Automation, Email, project management

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Automate sending new AITable.ai records as Slack messages in simple steps

Post author By Casper
Post date June 13, 2024
No Comments on Automate sending new AITable.ai records as Slack messages in simple steps

For teams and individuals who simultaneously utilize AITable.ai for work management and Slack for communication, bridging the gap between the two platforms to achieve message synchronization is a method that can significantly enhance team efficiency.

Take, for instance, businesses utilizing AITable.ai to build a Customer Relationship Management (CRM) system to manage customer information or sales leads. When new message leads are recorded in AITable.ai, automatically sending a notification to the team’s Slack channel can expedite the processing time by sales personnel.

In AITable.ai, there are multiple ways to achieve automatic message synchronization with Slack.

A Hub for Workflow Automation and Interoperability

AITable.ai simplifies workflow automation with a visual database and extends its capabilities by connecting to over 6000+ apps via Albato, Zapier, Make, Pabbly, and Activepieces. Of course, AITable.ai’s power extends beyond these connectors. It boasts robust automation features that enable you to construct diverse automated workflows.

In this article, we’ll explore two different ways to set up automated workflows, effortlessly resolving synchronization issues between AITable.ai and Slack.

Automating Slack Message Synchronization Using AITable.ai Automation

To initiate Slack message synchronization, create a new column in your AITable.ai datasheet, designating it as a select field. This field should include the option ‘sync,’ which will act as the trigger for the automation process.

Set up an automation in AITable.ai, choosing ‘Record Matches Conditions’ as the trigger. Whenever the status changes to ‘sent,’ the condition is triggered.

Automate sending new AITable.ai records as Slack messages

For the action, select ‘Send message to Slack’ and fill in the relevant configuration details. AITable.ai supports both Plain text and Markdown for message types, and you can include variables in the Message content. The Slack channel webhook URL can be obtained from this document.

Harnessing the Power of Connectors for Data Synchronization

Beyond AITable.ai’s inbuilt automation, you can also use connectors like Zapier, make.com, Pabbly, etc., to automatically send Slack messages. The trigger mechanisms are diverse and can be explored in our previously published blog. This time, we’ll use make.com as an example to show how to build an automated workflow using a connector.

In AITable.ai, set up an automation related to ‘send web request’ to ensure that participant information can be received by make.com. When setting up the automation, choose ‘Record Matches Conditions,’ with the trigger set for when the status changes to ‘sent.’ For the action, select ‘send web request’ and fill in the relevant configuration details.

Next, create a new Scenario in make.com and select webhook as the first module. Choose custom webhook and generate a URL, which should be copied into the AITable.ai automation settings.

Test the data retrieval, and if successful, choose Slack as the next module. For the event, select ‘Create a Message,’ connect to your Slack account. Then fill in the relevant information in the configuration panel, such as the channel’s ID or name, write your message template in Text, add the field variables in AITable.ai.

And after successful testing, you can publish this workflow.

Embracing the Power of Automation with AITable.ai

By automating your Slack messages with AITable.ai, you’re not just getting started – you’re getting ahead.

Read more about AITable.ai

Tags AITable.ai, Automation, CRM Automation, Make.com, Slack

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3 Ways to Automatically Sync From AITable.ai to Google Sheets

Post author By Casper
Post date June 6, 2024
No Comments on 3 Ways to Automatically Sync From AITable.ai to Google Sheets

For teams and individuals who juggle data and project management across AITable.ai and Google Sheets, achieving seamless data sync can seem like a daunting task. But with the advent of automation, this challenge transforms into an opportunity.

AITable.ai enables you to leverage connectors and automate data syncing between platforms in just a few simple steps. In this article, we will delve into methods to synchronize data between AITable.ai and Google Sheets, leveraging the power of automation.

AITable.ai: Simplifying Workflow Automation

AITable.ai stands at the forefront of workflow automation, boasting a visual database that connects to over 6,000 apps via Albato, Zapier, Make, Pabbly, and Activepieces. Each of these connectors supports various triggers and actions, allowing you to build diverse workflows in tandem with other software tools.

Let’s explore three distinct ways to automate data sync between AITable.ai and Google Sheets.

Syncing Data with the ‘Create Records’ Trigger

The ‘Create Records’ trigger is a common feature supported by AITable.ai’s connectors. It initiates a workflow once a new record is added in AITable.ai, facilitating quick information synchronization with Google Sheets. Let’s use Albato as an example to illustrate how this workflow is built.

Firstly, create a new automation in Albato. Select AITable as the first application, and ‘New Record’ as the trigger. Associate your AITable.ai account and select the space station and corresponding datasheet you wish to sync.

Automatically Sync From AITable.ai to Google Sheets

Next, select Google Sheets as the second step. Choose ‘Create/update a row’ as the event, and match the corresponding AITable fields to the Google Sheets columns in the settings panel.

After successfully testing this workflow, you can publish it.

Data Sync through the ‘New Form’ Trigger

AITable.ai supports bi-directional conversion between forms and tables. So, when a form is submitted, a new record is automatically created in the table. You can leverage this feature to sync data with Google Sheets using the ‘New Form’ trigger. Let’s use Zapier as an example this time.

Just like before, create a new Zap in Zapier. Choose AITable.ai as the first application and ‘New Form’ as the event. Associate your AITable.ai account and select the space station and corresponding datasheet.

Next, select Google Sheets and choose ‘Create Spreadsheet Row’ as the action. Again, match the corresponding AITable fields to the Google Sheets columns in the settings panel.

After a successful test, you can publish this workflow.

Utilizing Webhooks for Data Sync

If you seek a more flexible and controllable data sync method, mastering the use of webhooks is essential.

First, ensure you have a selection field (including the ‘sync’ option) in your AITable.ai datasheet for data sync triggering. Then, build an automation related to ‘Send Web Request’ in AITable.ai, ensuring participant information can be received by Make.com.

Set the trigger as ‘Record Matches Conditions’, initiate the trigger when the status changes to ‘sync’, and select ‘Send Web Request’ as the action. Fill in the required information accordingly.

Next, create a new Scenario in Make.com, select webhook as the first module, choose ‘Custom Webhook’, and generate a URL to be filled into the automation settings in AITable.ai.

After a successful data capture test, choose Google Sheets as the next module in Make.com. Connect your Google Sheets account, fill in the AITable.ai field variables in the corresponding columns in the settings panel.

After a successful test, you can publish this workflow.

Conclusion: Harness the Power of Automation

Data synchronization need not be an uphill task. With AITable.ai’s robust automation features, you can effortlessly manage data across different platforms, boosting operational efficiency.

Experience the power of automation with AITable.ai today, and transform the way you manage data. Discover how you can automate your office scenarios and enhance efficiency. Take the first step towards revolutionizing your workflow – dive into AITable.ai now!

Read more about AITable.ai

Tags AITable.ai, Albato, Automation, Google Sheets, Make.com, Zapier

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Automate the creation of LinkedIn image posts with AITable.ai and Make

Post author By Casper
Post date May 31, 2024
No Comments on Automate the creation of LinkedIn image posts with AITable.ai and Make

In a world where LinkedIn has become a critical platform for businesses and brands to maintain exposure and promotion, the traditional approach to content management has become grossly outdated and time-consuming. If you’re managing multiple accounts, you’re probably well acquainted with the tedious task of switching logins frequently.

But what if you could automate your LinkedIn image posts with the help of AITable.ai and Make? That’s right, the future of social media management is here, and it’s automated.

AITable.ai: Your Key to Workflow Automation

AITable.ai is a work platform that leverages AI to simplify workflow automation with a visual database. It connects to more than 6,000 applications via Albato, Zapier, Make, Pabbly, and Activepieces, making it an indispensable tool for social media management.

This time, we’re going to use Make to automate the creation of LinkedIn image posts using data and images stored on AITable.ai.

Automate the creation of LinkedIn image posts with AITable.ai and Make.com

Step-by-Step Guide to Automating LinkedIn Image Posts

The process of automating the creation of LinkedIn image posts begins with setting up a new table in AITable.ai. This table will serve as the management hub for your LinkedIn post content.

It must include three key fields and pieces of information: an attachment field for post images, a long text field for post content, and a select field (which includes the “post” option) to trigger publication. You can add other fields based on your content management needs, such as a date field for scheduling posts.

Next, set up a “Send Web Request” automation in AITable.ai to ensure participant information can be received by Make. For the trigger, select “Record Matches Conditions”, and set it to activate when the status changes to “Sent”.

For the action, choose “Send Web Request” and fill in the necessary information based on the configuration.

In the Body fill-in box, you need to pay special attention to the path that references the attachment field: Attachment – Join attachment URLs – Convert to JSON string.

Then, create a new scenario in Make, and select “Webhook” as the first module. Choose “Custom Webhook” and generate a URL to paste into the automation settings in AITable.ai. Once you’ve successfully tested the data capture, you can move on to the next steps.

The next module in Make is HTTP, where you fill in the URL variable for the attachment field.

Finally, add the last module, LinkedIn, and link your LinkedIn account. In the content section, enter the relevant variables captured by the webhook.

Save and publish the scenario, and your automated workflow is complete!

Embrace the Future of Content Production

The future of content production is here, and it’s all about automation. With AITable.ai and Make, you can streamline your LinkedIn image post creation process, ensuring a consistent flow of high-quality content while saving valuable time and resources. Don’t let the hassle of traditional content management hold you back.

Embrace the power of automation and start your journey towards efficient content production today!

Read more about AITable.ai

Tags AITable.ai, Automation, LinkedIn, Make.com, social media

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Save Emails and Attachments from Gmail to AITable.ai and Google Drive with Make Automation

Post author By Casper
Post date May 30, 2024
No Comments on Save Emails and Attachments from Gmail to AITable.ai and Google Drive with Make Automation

We’ve previously explored the construction of automated workflows for bulk email archiving and organization, but in doing so, we’ve neglected a critical component: attachments. These email add-ons also require backup and management to ensure quick and effortless retrieval when needed.

Thankfully, AITable.ai and Make provide an elegant solution to this oversight, enabling the creation of a streamlined workflow that effortlessly manages this task.

Unleashing the Power of AITable.ai and Make

AITable.ai, revered for its ability to simplify workflow automation with its visual database, is a vital tool in this process. It connects with over 6,000 applications via Albato, Zapier, Make, Pabbly, and Activepieces. We’ve previously experienced the power of connecting AITable.ai with email services through Albato for efficient email filtering and organization.

This time, we harness the capabilities of Make to automate the backup of email attachments in Google Drive and the organization of data in AITable.ai.

Step-by-Step Guide to Saving Emails and Attachments

To initiate the process, open Make and create a new Scenario. The first module to select is Gmail, with the event set to “Watch Emails”. Fill in the necessary information as per the configuration panel, selecting “Gmail filter” for the “Filter type” and “has:attachment” for the query. This step is designed to find emails with attachments.

Save Emails and Attachments to AITable.ai and Google Drive

Next, create the second module, again selecting Gmail, but this time choosing “Iterate Attachments” for the event. The Source module should be the first Gmail module.

Then create the third module, selecting Google Drive, with the event set to “upload a file”. Choose the location for the file upload. This step allows for the automatic backup of received email attachments on Google Drive, facilitating efficient management.

The final step involves adding AITable.ai as the last module, with the event set to “create a record”. Link your AITable.ai account, select the corresponding space and datasheet, and fill in the information variables from Gmail into the corresponding fields. For the URL field, select the “web view link” variable from Google Drive to store the link to the backed-up attachment.

Upon successful testing, publish the Scenario, and the workflow is complete.

The Implications of Office Automation with AITable.ai

AITable.ai is not just a tool for automating email and attachment management, but a revolution in office automation. By streamlining tasks, it significantly enhances efficiency, enabling you to focus on strategic tasks. Whether it’s responding to customer inquiries with precision, elevating customer retention rate, or effectively collecting customer information, AITable.ai has got you covered.

Don’t let the potential of your email attachments go to waste. Embrace the future of workflow automation with AITable.ai and Make, and revolutionize your email and attachment management process. The benefits aren’t just limited to saving time and resources; they extend to creating a more organized, efficient, and productive working environment.

So why wait? Begin your journey towards efficient email and attachment management today!

Read more about AITable.ai

Tags AITable.ai, Automation, Email, Email Marketing, Make.com

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