Create batch mailing CSV and populate batch sheet
Create batch mailing CSV and populate batch sheet
Airtable batch entries lack a print-ready CSV, forcing manual exports and delaying mail runs. It builds the CSV and appends recipients to a shared sheet so coordinators can send mailings the same day.
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Overview
Manual CSV exports and copy-paste slow down small fundraising consultancies and risk missed mail runs. This flow creates a print-ready CSV, logs recipients to a shared sheet, and writes the file link back to the batch record so coordinators can hand off fulfillment the same day.