Contact Sales
Login

Tag: CRM Automation

Categories
article

Mastering Automated Email Sending in AITable.ai for Gmail Users

In the realm of workflow automation, the ability to send automated emails is an unquestionable game-changer. Not only does it save time and resources, but it also creates an incredible opportunity for increased productivity and efficiency.

However, it’s not as straightforward as it sounds, especially for Gmail users who wish to harness the power of automated email sending in AITable.ai. Certain additional settings are required, which, if not set up correctly, could prevent you from experiencing the full benefits of this functionality.

This article aims to guide you through the process, ensuring you can effortlessly navigate this aspect of AITable.ai.

Setting Up AITable.ai’s Send Mails Action

AITable.ai is an incredibly resourceful tool that allows you to construct diverse automated workflows. When setting up automation in AITable.ai, one of the actions you can choose is ‘send mails’, which requires connecting your email account. This involves three main settings: SMTP Server, Username, and Password.

Finding the SMTP Server for your email service is relatively straightforward – a quick online search should provide the information you’re after. For most email services, simply filling in the Username (your email address) and Password would suffice. However, Gmail users need to take additional steps to connect their accounts successfully.

Enhancing Email Flexibility with Gmail POP and IMAP Settings

Setting up POP (Post Office Protocol) and IMAP (Internet Message Access Protocol) for your Gmail account can significantly enhance your email management flexibility. This includes offline access, synchronization across multiple devices, and integration with other tools and software.

Setting up IMAP:

  1. Open Gmail.
  2. Click on the gear icon (Settings) and select “See all settings”.
  3. Navigate to the “Forwarding and POP/IMAP” tab.
  4. In the “IMAP Access” section, select “Enable IMAP”.
  5. Save your changes.

Setting up POP:

  1. Open Gmail.
  2. Click on the gear icon (Settings) and select “See all settings”.
  3. Navigate to the “Forwarding and POP/IMAP” tab.
  4. In the “POP Download” section, choose either “Enable POP for all mail” or “Enable POP for mail that arrives from now on”.
  5. Save your changes.
Automated Email Sending in AITable.ai for Gmail Users

Gmail SMTP Settings: A Step-By-Step Guide

Here’s the important part.

To use Gmail’s SMTP server for sending emails through AITable.ai, ensuring that your Google account has two-step verification enabled is absolutely essential. This adds an extra layer of security, making it more difficult for potential intruders to gain access to your account.

Automated Email Sending in AITable.ai for Gmail Users

After enabling two-step verification, the next step is to set up an App Password. This can be done by visiting: https://myaccount.google.com/u/6/apppasswords?gar=1

Automated Email Sending in AITable.ai for Gmail Users

Once there, follow the prompts to generate a 16-digit App Password. This password should then be copied and pasted into the password field in AITable Automation, replacing your login password. It’s important to remember to remove any spaces in the password.

Leveraging Connectors for Enhanced Email Sending Functionality

To fully harness the potential of AITable.ai‘s automated email sending feature, utilizing connectors like Make can be incredibly beneficial. These connectors enable the seamless integration of AITable.ai with Gmail, along with over 6000+ other apps.

However, it’s important to note that the setup process is not as simple as authorizing third-party access. In fact, using Make requires additional settings within Gmail that are different from the ones mentioned earlier in this article. For a more comprehensive guide on how to set up email sending, including CC settings, you can refer to Make’s official documentation: https://www.make.com/en/help/app/gmail

Automated Email Sending in AITable.ai for Gmail Users

Conclusion

Automated email sending in AITable.ai holds immense potential for Gmail users. Despite the need for some additional steps, the process is straightforward and manageable. By following the guidelines in this article, you can unlock powerful automation features, streamline your CRM and project management, and open up new possibilities for growth and efficiency.

Embrace the power of AITable.ai and Gmail today, and elevate your workflow automation to new heights.

Read more about AITable.ai
Categories
article

2 Ways to Automate Form Data Inputs to AITable.ai

Are you still manually managing the data collected from your form services? You could be missing out on a wealth of hidden information that could enhance your business operations if you don’t utilize this approach.Automating the collection of form data into AITable.ai, and integrating it with your CRM or project management systems can streamline your workflow, improving efficiency and effectiveness.

In this article, we will introduce two methods to automate the collection of form data in AITable.ai.

Unleashing the Power of AITable’s Form Data Automation

If you’re using forms from AITable, your problem is already solved. AITable.ai provides a seamless bi-directional conversion between forms and tables.

This means, with a click of a button, you can generate a form based on a table. When the form is submitted, the data is automatically collected into the associated table. For a detailed guide on how to use this feature, refer to this article on AITable’s help center.

Automating Connections with Third-Party Form Services

AITable.ai‘s robust capabilities extend beyond its platform. It simplifies workflow automation with a visual database and connects to over 6,000+ apps via Albato, Zapier, Make, Pabbly, and Activepieces. This means AITable can link with many third-party form services such as Google Forms, Zoho Forms, Microsoft Forms, and more.

Let’s use Google Forms as an example to demonstrate how we can automate the collection of form data into AITable.ai by employing make.com.

Automate Form Data Inputs to AITable.ai

Step 1

First, Create a table in AITable.ai that matches the Google Form’s questions, adjusting the field types as necessary.

Automate Form Data Inputs to AITable.ai

Step 2

Next, open make.com and create a new Scenario. Select Google Forms as the first module, with the event set to ‘watch responses’. Connect to your Google account and enter the Form ID.

Automate Form Data Inputs to AITable.ai

You can find the Form ID by opening the Google Form you wish to sync and selecting the character string as shown in the diagram.

Automate Form Data Inputs to AITable.ai

Step 3

Then, test whether you can read the submitted form data. If successful, select AITable as the second module, with the event set to ‘create records’. Connect your AITable.ai account, select the desired datasheet, and input the data variables received from Google Forms into the corresponding fields in AITable.ai.

Automate Form Data Inputs to AITable.ai

Step 4

After successful testing, publish the workflow.

Realizing the Potential of Automation with AITable.ai

AITable.ai can automate a multitude of 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.

Automate your form data inputs with AITable.ai, and you do more than just get started – you get ahead. You free up time and resources that can be devoted to advancing strategic initiatives and fostering growth.

Embracing the Future of Work

The future of work is here, and it’s automated. AITable.ai is at the forefront of this revolution, offering powerful tools to streamline your operations and transform your business. By automating your form data inputs with AITable.ai, you can stay ahead of the curve, embrace efficiency, and drive growth.

Don’t let your valuable data get lost in the shuffle of manual management. Automate your form data inputs with AITable.ai and unlock the full potential of your data. Start your journey towards a more efficient and effective workflow today.

Read more about AITable.ai
Categories
article

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.

Automate sending new AITable.ai records as Slack messages

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.

Automate sending new AITable.ai records as Slack messages

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.

Automate sending new AITable.ai records as Slack messages

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.

Automate sending new AITable.ai records as Slack messages

And after successful testing, you can publish this workflow.

Automate sending new AITable.ai records as Slack messages

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

Read more about AITable.ai
Categories
article

Automate Your CRM Invoice Management: AITable+Zapier+ Zoho Invoice

In a world where speed, efficiency, and accuracy are paramount, manual invoice management is a plague that no business can afford. The tedious process, prone to human error, not only drains valuable time and resources but also increases the risk of inconsistencies and discrepancies.

This article offers a solution to this problem, illustrating how to leverage AITable.ai, Zapier, and Zoho Invoice for seamless and automated invoice management, boosting efficiency and reducing errors.

The Power Trio: AITable.ai, Zapier, and Zoho Invoice

Before we start the guide, let’s first introduce the software tools involved in this automated workflow setup.

AITable.ai simplifies the automation of workflows, connecting over 6,000 applications, including Zapier, Make, and Pabbly, through its visual database. This tool is a one-stop solution for streamlining your CRM and project management, allowing you to unlock new possibilities for growth and efficiency.

Zoho Invoice, a powerful invoice management tool, makes creating and managing invoices a breeze. It offers customizable templates, automatic reminders, and secure online payments, making it the go-to choice for businesses of all sizes.

Zapier, an automation tool, links different applications through triggers and actions, enabling seamless data transmission. It eliminates the need to manually transfer data between applications, reducing the chances of error and increasing efficiency.

A Step-by-Step Guide to Automated Invoice Management

The first step is creating a datasheet named “Invoice Automation” in AITable.ai. This datasheet should include all necessary invoice details such as invoice number, email, and total.

Next, create a new Zap in Zapier. Select Zoho Invoice as the trigger application for step 1, and choose ‘New Invoice’ as the event. Then connect your Zoho Invoice account.

Next set up AITable.ai as the action for step 2. Choose ‘Create Records’ as the event, and connect your AITable.ai account. Select the appropriate space and table, then map the invoice data fields from Zoho Invoice to the corresponding fields in AITable.ai.

Finally, Run a quick test to ensure smooth and correct data transmission. Once the test is passed, enable the Zap.

Now, whenever a new invoice is generated in Zoho Invoice, Zapier will automatically upload it to AITable.ai.

Unleashing the Power of Automation with AITable.ai

AITable.ai is not just a tool for automating invoice management; it’s a gateway to a world of automation possibilities designed to enhance your work efficiency. For instance, you can further leverage AITable.ai’s automation feature to automatically send the invoice URL to your client’s email.

This additional step not only streamlines the invoicing process but also ensures your clients receive their invoices promptly, increasing customer satisfaction and retention.

Embrace the Future of Invoice Management

In the face of evolving business needs and increasing workloads, clinging to manual invoice management is as effective as using a typewriter in the age of laptops. The integration of AITable.ai, Zapier, and Zoho Invoice offers a modern, efficient, and error-free solution to invoice management.

Don’t let your business be hampered by outdated practices. Instead, revolutionize your invoice management with AITable.ai, Zapier, and Zoho Invoice. Your business deserves the best, and this powerful trio is certainly the best bet for automated invoice management.

Experience the difference today. Automate your invoice management process and take your business operations to the next level.

Read more about AITable.ai
Categories
article

Automated Email Filtering and Logging with AITable.ai and Albato

In the bustling world of business communication, emails are the double-edged sword of daily operations. As an essential vessel for communication, they carry potential opportunities and crucial information. However, the overwhelming influx can often bury important emails while manual filtering and archiving prove to be a time-consuming and inefficient task.

It’s high time we revolutionize this process by harnessing the power of AITable.ai and Albato. This article guides you through the process of automated email filtering and logging, a game-changer for efficiency and organization.

The Power of AITable.ai & Automation

AITable.ai, a breakthrough platform, simplifies workflow automation with a visual database. It offers seamless connectivity with over 6,000 apps via connectors like Albato, Zapier, Make, Pabbly, and Activepieces. In this instance, we will utilize Albato to link AITable.ai with email services.

As emails fitting specific conditions arrive in your inbox, AITable.ai will automatically create a new record containing details like recipient, sender, and email content for easy archiving, data analysis, and organization.

Automated Email Filtering and Data Synchronization

To begin with, create a new table in AITable.ai, incorporating the email information you wish to record, such as the recipient, sender, and email content.

Then, open Albato and create a new connection under Apps.

Automated Email Filtering and Logging with AITable.ai and Albato

Select email and fill in your email account information as prompted by the panel to establish a connection with Albato.

Automated Email Filtering and Logging with AITable.ai and Albato

Next, create a new automation. The trigger for step 1 should be the email application, with the event set to ‘new mail.’ Connect your email account and set the automation timing to real time (based on your needs. In this example, we choose real time).

Select the folder containing the emails you wish to filter and archive (to save usage and reduce trigger run times, create a new folder in your email and set up basic filtering criteria to initially filter a batch of emails).

Automated Email Filtering and Logging with AITable.ai and Albato

Add a new tool to step 2, select ‘stop automation on condition,’ and set your filtering criteria, which can be a combination of multiple conditions. For instance, continue running automation when the email is from a specific mailbox; otherwise, stop.

Automated Email Filtering and Logging with AITable.ai and Albato

Lastly, select AITable as the action, with the event set to ‘create records.’ Connect your AITable.ai account, select the corresponding space and table.

Automated Email Filtering and Logging with AITable.ai and Albato

At last, fill in the email variables according to the corresponding fields, and publish the automation.

Automated Email Filtering and Logging with AITable.ai and Albato

Now, every time a new email from a particular person arrives in the specific folder in your inbox, a new record synchronizing the relevant email information will be created in AITable.ai.

Automated Email Filtering and Logging with AITable.ai and Albato

The Significance of AITable.ai in Automation

AITable.ai is not merely a tool for sending emails or auto-responding. It’s a comprehensive platform capable of handling various automated office operations, significantly enhancing your work efficiency. By embracing automation, you can reduce the time spent on repetitive tasks, increase accuracy and consistency, and cultivate a more organized and efficient workspace.

Step into the future of business communication with AITable.ai. Reimagine the way you handle bulk email sending, auto-responses, and, more importantly, automated email filtering and logging.

With AITable.ai and Albato, you’re not just automating your processes; you’re revolutionizing your entire business communication strategy. Start your journey with AITable.ai today!

Read more about AITable.ai

Please leave your contact information first.