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Efficiently Sync your Google Calendar using AITable.ai and Pabbly

For teams that use both AITable.ai and Google Calendar, the challenge often lies in managing scattered records and asynchronous information. These crucial details need to be unified onto a single platform for easy viewing and timely notifications.

Considering the mobile advantages of Google Calendar, integrating it with AITable.ai via Pabbly is an intelligent move. This article will guide you through this process, setting up an automated workflow to maximize efficiency.

The Imperative of Calendar Synchronization

Consider a scenario where you’re managing a project using AITable.ai: Not all involved need to be in the AITable.ai space for collaboration. Some may just need to be aware of key schedules and milestones.

For those who are not regular users of AITable.ai, staying updated about schedule changes and task progress is crucial.

AITable.ai, in conjunction with Pabbly, offers a simple solution: By linking AITable.ai and Google Calendar through Pabbly, you can automatically create an event in Google Calendar whenever a task in AITable.ai is up for synchronization.

Syncing AITable.ai with Google Calendar via Pabbly

This section will provide a detailed walk-through of how to incorporate Google Calendar into your AITable.ai workflow using Pabbly.

Step 1: Preparing Your AITable.ai Datasheet

Start by creating a datasheet in AITable.ai with the necessary task information and time nodes. Include a select column named ‘sync’, indicating the synchronization status of task nodes with an option ‘Sync to Google calendar’.

Step 2: Setting up Automation in AITable.ai

In AITable.ai, set up a ‘send web request’ automation that allows Pabbly to receive information from participants. The trigger should be ‘Record Matches Conditions’, activating the condition when ‘sync’ changes to ‘Sync to Google calendar’. For the action, select ‘send web request’ and fill in the required configuration information.

The action should be ‘send web request’, and in Request method select POST. At this point you need to fill in the Request address, which you need to get in Pabbly.

Step 3: Creating a Workflow in Pabbly

In Pabbly, create a new workflow and select ‘webhook’ as the first app. Copy the webhook URL generated and fill it into the automation setting in AITable.ai.

Sync your Google Calendar

You can test it, Pabbly will receive the field information of this column, proving the success.

Sync your Google Calendar

Step 4: Convert Time Format

After the test data capture is successful, select ‘Date/ Time Formatter’ as the next action to convert the specific time format suitable for Google Calendar. The time format for Google calendar is YYYY-MM-DDTHH:mm:ssZ.

Select the DATE data grabbed in the previous step, and then select the current format with the time format you want to convert. There is also a choice of time zones before and after the conversion.

Sync your Google Calendar

Step 5: Adding Google Calendar

The final step is to add Google Calendar. Choose ‘create an event’ for the action, connect your account, select a specific calendar, then fill in the specific schedule information, including title, Description, location, Time Zone, etc.

Sync your Google Calendar

The most important step is to fill in the ‘Start Date Time’ and ‘End Date Time’, referencing the correctly formatted variable data from the previous step.

Sync your Google Calendar

Once the test is successful, the workflow is complete.

Sync your Google Calendar

The Significance of Automation with AITable.ai and Pabbly

Setting up an automated workflow between AITable.ai and Pabbly is just one of many ways to enhance your work efficiency. Automated workflows not only reduce manual inputs and errors but also save valuable time. They ensure that everyone stays on the same page, enhancing team collaboration and productivity.

Don’t let disjointed software platforms hinder your team’s productivity. Leverage the power of Pabbly to bridge the gap between AITable.ai and Google Calendar. Embrace automation, streamline your processes, and optimize your digital tools.

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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.