Sick of wasting hours on creating reports by hand? In this video, I’ll show you how to automate those repetitive reports straight from Airtable records.
In just about 30 minutes, you’ll learn how to set up a system that pulls data, creates a polished PDF, and even sends it out automatically. We’re using Make (think of it as Zapier, but more budget-friendly) and a bit of Dropbox magic.
This is a total game-changer for consultants, agencies, or anyone overwhelmed with data and client reports. You’ll see how to link different data sources, craft professional-looking reports with dynamic content, and send them off without lifting a finger.
Say goodbye to late-night copy-pasting! Give the video a watch and get ready to feel like a tech wizard. And if you’re eager to get started, there’s a $10 blueprint package that’ll help you set it up even faster. Your future self will be so grateful!
Get if for just $10 - mohju.com/blueprint/airtable-...
To follow along with this tutorial, you'll need accounts with:
Airtable* - link.mohju.com/airtable
Make* - link.mohju.com/make
Dropbox* - link.mohju.com/dropbox
Microsoft 365* - link.mohju.com/microsoft365
Stripo (optional)* - link.mohju.com/stripo
Chapters
00:50 Get started
04:23 Using the Switch and Markdown to HTML modules
7:19 Pulling the linked records data
10:44 Word template & Download a file module
13:45 Adding variables and linked record loops to Word template
17:40 Uploading the file to Dropbox
20:26 Generate a download link and add it to the Airtable record
23:43 Creating an email
27:05 Note about the looped modules
28:01 Testing the scenario and checking the report
29:48 Conclusion and Dropbox folder automation
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Work with us!
mohju.com
Connect:
LinkedIn / mohju
*This is an affiliate link. If you make a purchase on this site, at no extra cost to you, I will receive a financial compensation for helping share their awesomeness.
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30 июн 2024
