Replicate files in Box from Airtable records, filter criteria, and lookup Google Sheets
Replicate files in Box from Airtable records, filter criteria, and lookup Google Sheets
Organize your investment documents by replicating files to designated fund folders based on criteria from Airtable. Filter records, look up relevant data in Google Sheets, and manage files in Box for efficient document management.
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Overview
Organize your investment documents by replicating files to designated fund folders based on criteria from Airtable. Filter records, look up relevant data in Google Sheets, and manage files in Box for efficient document management.