Contact Sales
Login

Tag: Automation

Categories
article

Setting Up Timed Emails with AITable.ai and make.com

Emails have become the bane of existence for many professionals. The monotony of drafting and sending out similar content day in and day out can be a soul-sucking endeavor. In some industries and roles, sending out regular emails is a non-negotiable part of daily tasks.

For example, marketing teams have to send out newsletters to subscribers, sales teams need to send out prospecting emails, and HR departments must dispatch updates and announcements. This repetitive, time-consuming task is begging for automation.

With AITable.ai and make.com, you can effortlessly set up automated timed emails, freeing up your time for more strategic initiatives.

Step by Step Guide: Setting Up Timed Emails

With AITable.ai and make.com, you can easily set up automated, timed, and cyclical email dispatches using just two modules.

Firstly, create a new Scenarios in make.com, choose AITable for module search and Search Records for action. click the clock in the icon to set the timing, you can set the time of the trigger as well as the loop.

Timed Emails

Then, set up AITable in detail. Associate your own AITable account, select the corresponding space and the datasheet containing CRM-related data information, including the customer’s information, follow-up status, email address, etc..

Timed Emails

Focus on filtering who to send emails to regularly. With Filter settings, you can add rules. The example sets up to send emails to the customer’s email address when the customer’s tage field is Initiatie Contact.

Timed Emails

Save to confirm success and go to the next step.

Add the second module, select email, and then configure the email SMTP connection and related mailbox and email information, you can refer to the variable information in AITable.ai to form the template in the email body.

In addition, you can add recipients in the Cc or Bcc fields. There are a lot more options than in AITable.ai for sending emails.

Timed Emails

Thus, the automated process of sending emails at regular intervals is complete.

Unleashing the Power of Automated Workflows

The magic of AITable.ai and make.com’s integration goes beyond just setting up automated emails. It opens up a world of possibilities for automating your work processes and boosting your productivity.

With these tools, you can set up automated processes to run at specific times, activating when certain conditions are met. This feature is perfect for automating tasks that require repeated actions at regular intervals, effectively preventing manual oversights.

For instance, you can set a task to remind team members via email or messaging platforms to fill out their morning reports at a specific time each weekday morning. You can schedule a weekly task, such as at 9 AM every Monday, to send reminders about the upcoming meeting.

Take The Leap: Embrace Automation Today

In this digital era, automating your office workflows with AITable.ai and make.com can elevate your operations to new heights. It’s more than just setting up timed emails; it’s about harnessing the power of automation to transform your work processes.

No matter the complexity of your tasks, with AITable.ai and make.com, you can create an automated solution tailored to your needs. Embrace the future of work today, and let automation take your productivity to the next level.

Read more about AITable.ai
Categories
article

AITable.ai Automation Trigger: Achieve update record with Record Matches Conditions

In our daily workflows, automation triggers play a crucial role. They automate tasks to run whenever specific conditions are met, saving our time and effort. However, we may encounter some limitations when using these triggers. For instance, AITable.ai currently does not offer an “Update Record” automation trigger.

So, how can we achieve a similar effect without this particular trigger? The answer lies in leveraging the “Record Matches Conditions” trigger. This article will guide you through how “Record Matches Conditions” can mimic the “Update Record” effect.

Understanding Airtable’s Automation Trigger: When Record Matches Conditions

Before we start, let’s first understand what the “When Record Matches Conditions” trigger is. This is a trigger that initiates an automation to run anytime a record in a specified table matches one or more configured conditions. For example, an automation task, such as sending an email to team members, could be triggered when a record’s status changes to “Complete”.

When using this trigger, there are some considerations to keep in mind. First, the trigger will run when a record matches the conditions you define in a particular automation’s configuration. Second, records that currently match the set conditions will not cause the trigger to fire. In other words, records must change states to match the conditions for the trigger to start the automation.

How “Record Matches Conditions” Can Mimic “Update Record”

Even though AITable.ai currently does not offer an “Update Record” automation trigger, we can achieve a similar effect using “Record Matches Conditions”. Specifically, you can set it to activate when a {specific field} ‘is not empty’, as shown in the picture below. Then, each time you update the {specific field}, as long as the field is not empty, the automation will be triggered.

For instance, suppose you have a table for tracking project statuses. You want an automation task, like notifying the project manager, to be triggered each time a project status changes. In this case, you can set a condition that triggers the automation when the project status field is not empty. This way, each time the project status changes, as long as the status field is not empty, the automation will be triggered.

Setting Up an Automation to Trigger When a Record Matches Conditions

Now, let’s take a look at how to set up an automation to trigger when a record matches conditions.

Step 1: Create Automation Node

Click the “add” icon at the top left corner to view the list can be created:

Achieveupdate record with Record Matches Conditions

To create an automation node, click on “New automation” in the list. An Automation node will then be created and jump to the Automation Configuration panel.

Step 2: Configure the triggers and actions

Trigger Select Record Matches Conditions.

Select a datasheet in current space. Then,select match conditions: Add one or more matching conditions.

Achieveupdate record with Record Matches Conditions

Next, you can add actions that are required for the automation.

Achieveupdate record with Record Matches Conditions

Step 3: Enable the automation

Once you have configured and saved the triggers and actions, the final step is to enable the automation.

Achieveupdate record with Record Matches Conditions

Conclusion

Even though AITable.ai does not offer an “Update Record” automation trigger, we can achieve a similar effect with “Record Matches Conditions”. This provides us with greater flexibility and freedom, allowing us to customize automation tasks according to our needs. We look forward to AITable.ai offering more automation triggers in the future to meet our diverse needs.

Read more about AITable.ai
Categories
article

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

Forms are extensively used in high-frequency work scenarios for customer information collection, lead generation, and requirement gathering. The challenge lies not only in collecting these leads or requirements but efficiently allocating and notifying the responsible individuals. This has become an urgent issue to address.

However, with AITable.ai and its latest supported connector, Pabbly, this issue can be effortlessly resolved by constructing an automated workflow.

Understanding the Power of AITable.ai and Pabbly

Before we delve into the specifics of how to set up this automated workflow, it is essential to understand the roles and capabilities of AITable.ai and Pabbly in the arena of automation.

AITable.ai, as we have previously explored, is a robust work platform that simplifies workflow automation with a visual database. It connects to a plethora of apps and services, making it a potent tool for data management and automation.

On the flip side, Pabbly is a new addition to AITable.ai‘s arsenal of connections. Pabbly is an all-in-one business management software that combines several essential tools under one roof. It includes billing and subscription management, email marketing, and automation features. Its integration with AITable.ai paves the way for new possibilities in workflow automation.

Filtering Record to Send an Email After Form Submission

Imagine this scenario: you’re collecting user feedback and requirements for a software service, which comes in both WEB and APP versions, each with a different person in charge. How would you ensure these individuals receive timely notifications and can follow up accordingly?

The solution lies in setting up a workflow as follows: once a customer submits a feedback form, the system promptly determines the software version, then filters records that include the specified version from the form submission, and finally auto-sends an email containing the record details to the responsible person.

This automation can be easily achieved using AITable.ai and Pabbly: Filtering Record to Send an Email After Form Submission.

Step 1: Form Submission

First, build a customer feedback datasheet on AITable.ai and generate a corresponding form. AITable.ai supports one-click bidirectional conversion between tables and forms, automatically collecting data from the form to the table.

Next, create a new workflow in Pabbly. In the ‘Choose Your First Application: Trigger’ section, search and select AITable.ai, and choose ‘New Form’ as the Trigger Event.

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

Connect your AITable.ai account (you’ll need to enter your API Token the first time you set this up), and choose the space, table, and specific view you want to link.

Save and test the setup. After clicking the test button, submit a form on AITable.ai for testing, and if successful, proceed to the next step.

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

Step 2: Filtering Record

Add a Filter by Pabbly and select ‘Filter Values’ as the action event.

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

Then, set up a condition. Choose the value of the field in the form where the version is located, and set it to equal to ‘WEB’. (Here, we choose to filter the form submission records whose version is WEB).

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

Test the setup again, and if everything works, move on to the next step.

Step 3: Send an Email

Search and select Gmail, and choose ‘send email’ as the Action Event. Then, connect your Gmail account.

Configure detailed email settings, including the recipient’s email, Cc, Bcc, sender name, email subject, reply to, and even attachments.

You can also design an email content template using data from AITable.ai that was read in the first step.

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

Once the test is successful, your workflow is complete. Other filter conditions can be set up in the same way.

AITable.ai x Pabbly: Filtering Record to Send an Email After Form Submission

This workflow is not only applicable to user feedback collection but fits most form collection and task assignment scenarios, such as sales lead collection and distribution notifications.

Conclusion: Harnessing the Future of Data Management Today

The collaboration between AITable.ai and Pabbly is more than just an integration; it marks a paradigm shift in the landscape of data management and automation. This powerful combination offers more than automated email notifications; it opens up a world of possibilities in connecting a range of software services and building elaborate automated workflows, thereby significantly enhancing team efficiency and productivity.

The call to embrace the future of data management is more pressing than ever. Armed with AITable.ai and Pabbly, you are equipped to unlock the full potential of your data, transforming the way you manage and process information. The future of data management is not just on the horizon – it’s within your grasp today.

Read more about AITable.ai
Categories
article

How to Use AITable.ai and make.com’s ‘Search records’ for Bulk Data Searching and Processing

In today’s fast-paced digital world, automation has become an integral component of most operations. Amongst these, a one-to-one relationship often serves the foundation for many processes. However, when the requirement expands to handling multiple records, we often find ourselves in a void, scrambling for a simple and efficient solution.

Enter AITable.ai and make.com’s ‘Search records’ action – a game-changer in the realm of bulk data searching and processing.

Demystifying AITable.ai and make.com

Before diving into the transformative ‘Search records’ feature, let’s familiarize ourselves with the players in the game – AITable.ai and make.com.

AITable.ai is a robust work platform that leverages the power to organize any data effortlessly. AITable.ai simplifies workflow automation with a visual database; connects to 6,000+ apps via Zapier, Make, Pabbly, and Activepieces.

On the other hand, make.com is a third-party service that connects AITable.ai to a plethora of other apps and services. It enables automation by creating a network of interconnected apps that act according to pre-defined triggers and actions.

Unveiling the Power of ‘Search records’

The ‘Search records’ action, in other connectors it may be called “Find Records”, is a powerful tool offered by AITable.ai and make.com. It is designed to search a specified table in AITable.ai to find if the incoming data from the trigger app matches any existing records. This feature is particularly useful when you need to handle multiple records at once, enhancing the efficiency of your automation processes.

Example: Streamlining Communication with ‘Search records‘

To illustrate the power of ‘Search records’, let’s consider an example: Imagine you’re a member of a marketing sales team, dealing with customer information daily. This entails clicking into the spreadsheet to find the corresponding customer information, which can be quite tedious.

Now, you can use the ‘Search records’ action in conjunction with automated workflows to solve this issue.

First, create a new Scenario on make.com, search for AITable.ai, and select ‘Search records’.

Connect your AITable.ai account (you’ll need to enter your API Token the first time you set this up), and choose the space, table, and specific view you want to link.

Next, configure the search criteria. You can choose to search by ‘Filter By Formula’ or ‘Field’. For ‘Filter By Formula’, you can write a formula for the search conditions. Here, we’re setting it to when the value of the status field is ‘ready’ (i.e., when the customer’s status is ready, the next action can proceed):

Use 'Search records' for Bulk Data Searching and Processing

The ‘Field’ search allows you to search records by selecting a field and logical condition:

Use 'Search records' for Bulk Data Searching and Processing

While we’re at it, let’s also set the frequency for the Scenario to trigger.

Use 'Search records' for Bulk Data Searching and Processing

Next, we add Slack, connect our own Slack account, and fill in the configuration information, mainly the channel you want to send messages to, and the text. Here, we compose a message and refer to the record information found in the previous step, selecting the email information variable:

Use 'Search records' for Bulk Data Searching and Processing

Test run it, and now your Slack channel can receive daily notifications of the customer email information that needs to be handled that day.

Conclusion: Embrace the Future of Data Management

The ‘Search records’ action is more than just a tool. It’s an innovation that is transforming the landscape of data management and automation. By integrating AITable.ai and make.com, you can unleash the full potential of your data, enhancing efficiency and productivity.

As we continue to explore the exciting world of automation, it’s crucial to leverage the right tools. AITable.ai and make.com’s ‘Search records’ feature is one such tool that promises to revolutionize the way we manage and process data. So why wait? Embrace the future of data management today.

Read more about AITable.ai
Categories
article

Data Workflow Automation with AITable.ai, Albato, and OpenAI

Data management is an integral function in any organization. However, its complexity often poses challenges. With the integration of AITable.ai and OpenAI through Albato, data management is significantly simplified, facilitating automation of data workflows.

AITable.ai offers a robust platform for structured data organization while OpenAI provides the capability to utilize this data flexibly. Albato, the latest supported integration by AITable.ai, acts as a seamless bridge between these two, facilitating real-time data transfer and workflow automation.

Furthermore, by incorporating Avantis AI‘s market intelligence capabilities, organizations can unlock critical insights from securities filings, news, and market data, enriching their data management processes and enhancing decision-making.

From organizing your data systematically to extracting valuable insights, and from content creation to CRM and project management, automated workflows can provide significant assistance. This article will take building an automated content creation workflow as an example to demonstrate the power of combining these three elements together.

Step-by-Step Guide for Automated Content Creation Workflow

Automated content creation, powered by the integration of AITable.ai and OpenAI via Albato, is a game-changer in the realm of content creation. It goes beyond merely streamlining the content creation process.

The workflow brings efficiency, consistency, and scalability. It frees up your team’s time, allows for consistent brand voice and style across all pieces of content, and makes it possible to produce a large volume of content in less time.

Setting up this Automated Workflow is straightforward.

Step 1: Setting up trigger conditions and actions in AITable.ai

Login to AITable.ai and create a new datasheet with corresponding fields. Let’s assume a simple content creation scenario where a linkedln post is automatically written based on the given keywords.

Therefore, the table must include these fields: number, status, keyword, formula field (a formula written by yourself containing the keyword variable for the prompt received by OpenAI), output (the post text output by OpenAI).

Then you need to create a new Automation to associate the table data with Albato. This is the first step in the automation workflow. The trigger is set to execute the action when the option of the status field is writing. Then select send web request for action and configure relevant parameters as required:

  • Request method：POST
  • Request address：get form Albato
  • Body：Enter JSON texts in the body, the parameters that need to be synchronized are prompt, output and recordID.

Step2: Get web hook URL from Albato

One of the most important parameters, Request address, needs to be obtained from Albato. Log in to Albato, open the App tab in the top menu bar. Click the Add a connection button.

Select the app from the list or use the search bar. Pick the Webhook service. Configure and save according to the instructions, and you will get the webhook URL. Return to AITable.ai to fill in and save, and publish the automation.

Data Workflow Automation with AITable.ai, Albato, and OpenAI

How can I verify that this step was successful? In AIbato’s webhook interface, click catch a webhook to test.

In AITable.ai, change the status of any row to writing. If Albato receives a web request from AITable.ai, the following information will appear:

Data Workflow Automation with AITable.ai, Albato, and OpenAI

Step3: Send a content request to OpenAI

Next, we can go back to Albato and start building the complete workflow.

First, create a new automation, step 1. Search for the application, select webhook, and then configure the association with the link you just built. Then add a new step and select Open AI:

  • Choose the Create chat completion action.
  • Specify your OpenAI connection.
Data Workflow Automation with AITable.ai, Albato, and OpenAI

Click the Add an action button and Map the fields.

Set up the model, temperature, and other parameters – this is where you can get creative. Don’t forget to assign the role (assistant) and craft the message text, which serves as the prompt.

Data Workflow Automation with AITable.ai, Albato, and OpenAI

Step4: Write content to AITable.ai

The content generated in OpenAI needs to be written to AITable.ai to complete the final result. So, add a new step, select AITable.ai, select event: Update the record, associate your account with it, and then select the table you want to write to, as well as the space and folder you want to write to.

Data Workflow Automation with AITable.ai, Albato, and OpenAI

Finally do the parameter configuration, select the recordID of AITable and fill the output field with the value generated by OpenAI. Save and publish this to complete the automated workflow build.

Data Workflow Automation with AITable.ai, Albato, and OpenAI

At this time, you select the keyword column in the AITable.ai table to fill in any keywords, and then set the option of the status field to writing. The output will automatically become a linkedln post content that meets your requirements.

Beyond Content Creation

The integration of AITable.ai and OpenAI extends beyond automated content creation. It offers a broad range of applications, including the analysis of customer order data, predictive inventory management, and even the automated creation and publication of blog articles.

This opens up a world of possibilities for businesses to automate their operations and make data-driven decisions.

Conclusion: Stepping into the Future with AITable.ai

In today’s data-driven landscape, automation is no longer a luxury; it is a necessity. By integrating AITable.ai and OpenAI through Albato, businesses can automate their data workflows, allowing teams to focus on strategic and growth-driving tasks. Take a deep dive into the world of AITable.ai, uncover the plethora of automation scenarios at your disposal, and elevate your efficiency to new heights.

Read more about AITable.ai

Please leave your contact information first.