1.Monitors new report records
Integrate Airtable and database tools to watch the configured worksheet for new report entries and pull key submission fields.
Send monthly report emails to partners and update records
Automatically monitor new report rows in Airtable across Airtable and Gmail. Send monthly report emails when new report row added, new worksheet entry detected, or new file attachedβso you can share updates, attach files, and mark records sent without manual follow-up.
How this automation sends monthly report emails
When new report entries land in Airtable without a send workflow, partner delivery and record accuracy slip. This automation watches Airtable for new entries, sends Gmail messages with attachments, and updates Airtable so your team gets reliable delivery recordsβso your team can reduce manual follow-up.
Airtableor swap with your favorite app
2.Sends partner report email
Integrate Gmail and email workflow tools to map subject and body fields, set the To address, and attach report files.
Gmailor swap with your favorite app
3.Updates record as sent
Integrate Airtable and reporting tools to update the record sent flag and add a timestamp or note confirming delivery.
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