Rupert Hoffschmidt-McDonnell
Rupert Hoffschmidt-McDonnell
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Create Automated & 100% Customisable Reports in Airtable
In this video, I'll show how I'm creating fully customisable reports from Airtable using scripting + my document automation tool DocsAutomator. Let me know what you think!
It's a code along & struggle along video, so you'll see me doing mistakes and figuring things out :)
Links:
Finished script: github.com/rupertxyz/airtable-scripts/blob/main/customreports.js
DocsAutomator: docsautomator.co/
Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb
Timestamps:
0:00 Intro
3:00 AI rant
4:50 Use case intro
9:00 Script writing
18:00 DocsAutomator setup
27:30 Final run-through
#airtable #automation #docsautomator #documentautomation
Переглядів: 1 032

Відео

[Airtable Scripting] Calculate Auto-Numbers
Переглядів 58511 місяців тому
Hi Automators! Let's look at calculating auto numbers. Airtable offers a field type called "auto number", but it has certain flaws that makes it unsuitable for lots of projects. Let's find out what I mean! Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Links: Script: github.com/rupertxyz/airtable-scripts/blob/main/calculateAutoNumbers.js ChatGPT Script: github.com/r...
Why Airtable Isn't a Spreadsheet and Why It Matters
Переглядів 26711 місяців тому
Hi Automators! Airtable is not a spreadsheet and treating it that way does more harm than good in my opinion. Let me explain the key differences and how to think about Airtable when getting started with it! Make sure to sign up for the Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Links: My document automation tool seamlessly integrating with Airtable: docsautomato...
10 Essential Airtable Formulas You Need To Know
Переглядів 92211 місяців тому
Hi Automators! Let's learn about Airtable formulas. I've identified 10 Airtable formulas that cover 80% of use cases. Enjoy and let me know what you think! Happy Automating! Make sure to sign up for the Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/tbl87Gh021m0TUdrk/viwq5JxwxRyqdENiC?blocks=hide Links: Airtable Formula Playground: www.airtable.com/universe/expHF9XTWWwAT299z/airtable...
Integrate Stripe Payments into Airtable (using webhooks)
Переглядів 1,6 тис.11 місяців тому
Hi Automators! Let's learn how to integrate payments and invoices from Stripe into Airtable by using webhooks. We'll also look at scripting in Airtable to format data according to our needs. Links: Stripe events: stripe.com/docs/api/events Weekly Newsletter: airletter.substack.com/ Artable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb DocsAutomator: docsautomator.co/ Happy ...
How to Structure Airtable Projects
Переглядів 71711 місяців тому
Hi Automators! What's a god base? Analogous to a god object in programming, it's a base that holds way too many, unrelated pieces of information. What's better way to structure things? Separating concerns into different bases and syncing generously between them. Let's dive deeper into this! Links: God objects: en.wikipedia.org/wiki/God_object Weekly Newsletter: airletter.substack.com/ Artable S...
Convert Currencies in Zapier for Free
Переглядів 23411 місяців тому
Hi Automators! This video features how to easily convert currencies in Zapier, completely for free. Hope you enjoy & let me know in the comments below! Weekly Newsletter: airletter.substack.com/ Artable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Check out my document automation tool DocsAutomator - turn your data into PDF using Google Docs: docsautomator.co/ Happy Automa...
Game-Changer for Airtable Interfaces: Conditional Logic
Переглядів 949Рік тому
Hi Automators! I'm super excited about Airtable right now. They've launched conditional logic for Interfaces, something I have been waiting for for years. This might finally allow building complex experiences in Airtable Interfaces. Let's dive in! Sign up for my Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Send me your content wishes and I'll make videos about the...
Automate Content Creation in Airtable with ChatGPT + Zapier
Переглядів 870Рік тому
Automators! This video features how to generate content ideas as new records in Airtable using ChatGPT and Zapier. AI automation should happen where your work happens. Happy Automating! Sign up for my Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Send me your content wishes and I'll make videos about them: automateandelevate.glide.page/ Timestamps: (00:00) Intro (0...
Zapier Tables instead of Airtable?
Переглядів 1,8 тис.Рік тому
Hi Automators! With all these latest Zapier changes, I thought it's time to compare Zapier Tables to Airtable! Let me know what you think! Send me your content wishes and I'll make videos about them: automateandelevate.glide.page/ Useful links: Make a Zapier account here: zapier.com/ Make an Airtable account here: airtable.com/ Latest Zapier announcement: zapier.com/blog/automate-new-zapier-pro...
Airtable Record Cleanup: The One Script Every Base Needs
Переглядів 426Рік тому
Hi Automators! Quick video about the one script I'm using in all of my Airtable projects: Cleaning up records. Hope this brings a lot of value, let me know in the comments below! Useful links: Cleanup Script: github.com/rupertxyz/airtable-scripts/blob/main/recordcleanup.js Airtable Scripting Course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Weekly Newsletter: airletter.substack.com?r=lqg...
Automate Incoming Invoices with ChatGPT, Zapier, Gmail and Airtable
Переглядів 565Рік тому
Hi Automators! This week's video is all about automating your incoming invoices. It's 2024 and you should spend 0 minutes on filing expenses, adding data to a database and manually sending them somewhere. Hope you enjoy this video and let me know in the comments below! Subscribe to my channel: www.youtube.com/@automationmania Please also checkout my upcoming Airtable Scripting course for NoCode...
Trigger Zapier or Make from Airtable like a Pro (Webhooks!)
Переглядів 350Рік тому
Hi friends of Airtable! This video shows you the best way to trigger Zapier and Make from Airtable: Instant, cheaper and more flexible! Hope you'll enjoy and let me know in the comments! Please also checkout my upcoming Airtable Scripting course for NoCoders: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Useful links: - Script: github.com/rupertxyz/airtable-scripts/blob/main/triggerZapierAnd...
Airtable Scripting - Connect to the ChatGPT API in Airtable (no Zapier, Make, ...)
Переглядів 1,4 тис.Рік тому
Hi friends of Airtable! In this video you'll learn how to connect to the ChatGPT API using a script in Airtable. Hope you'll enjoy and let me know in the comments! Please also checkout my upcoming Airtable Scripting course for NoCoders: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb Useful links: - Script: github.com/rupertxyz/airtable-scripts/blob/main/chatgpt_api.js - Upcoming Airtable Scri...
Airtable Document Creation (incl. Line Items)
Переглядів 3,5 тис.Рік тому
Airtable Document Creation (incl. Line Items)
Airtable Scripting - Delete Duplicates
Переглядів 2 тис.2 роки тому
Airtable Scripting - Delete Duplicates
Airtable Scripting - Scrape Data From TikTok using Apify
Переглядів 1,7 тис.2 роки тому
Airtable Scripting - Scrape Data From TikTok using Apify
Airtable Scripting - Create More Than 50 Records at a Time
Переглядів 1,2 тис.2 роки тому
Airtable Scripting - Create More Than 50 Records at a Time
Airtable Scripting - Automate Your UpWork Job Search
Переглядів 7402 роки тому
Airtable Scripting - Automate Your UpWork Job Search
Airtable Scripting - Delete Multiple Records Automatically
Переглядів 1,8 тис.2 роки тому
Airtable Scripting - Delete Multiple Records Automatically

КОМЕНТАРІ

  • @oleleafen
    @oleleafen 5 днів тому

    Perfect way to solve, perfect explanation! Thank you 👍👍

  • @Se-ln5bg
    @Se-ln5bg 29 днів тому

    If we have existing members on subscription and so have a member table, is it possible to link to that members Airtable profile for the Name field, rather than constructing a new name field? I'd like to be able to pull their payments from the existing member table as well.

    • @rupertxyz
      @rupertxyz 29 днів тому

      Not sure I understand 100%, but it sounds like you want to retrieve existing subscribers from a subscribers table. You can add a find step, usually based on the email address and pull the existing record that way

  • @evoke5577
    @evoke5577 Місяць тому

    Does the trigger also work with a subscription ?

    • @rupertxyz
      @rupertxyz Місяць тому

      This also works for Stripe subscriptions, yes

  • @ianesy
    @ianesy Місяць тому

    Thank you. Best explained with appropriate examples. Not sure why this video is not as popular as others. Keep it up.

  • @BelyamenLhan
    @BelyamenLhan 2 місяці тому

    Free Idea account is my Facebook connect in the WhatsApp connect

  • @markbricket4642
    @markbricket4642 3 місяці тому

    Very good! I have tried to run 2 events in the one webhook, one has a subscription creation event with 2 custom fields and the other is invoice paid as i wanted the invoice pdf filled, but it wants to create 2 records and i then lose the custom fields which have run through a script to seperate them.....

  • @MBalvin
    @MBalvin 4 місяці тому

    Hey Rupert. Great tutorial! Clear and easy to set up 😁 How would I include an attachment field in this webhook? Does a separate webhook and automation need to be set up for this? Thank you!

  • @cathychapman5530
    @cathychapman5530 4 місяці тому

    As a beginner, to all this automation, This is exactly what I was looking for, but you need to go slower, and not skip or bounce around. I am looking forwarding to trying this out. Thank you

    • @rupertxyz
      @rupertxyz 4 місяці тому

      @@cathychapman5530 thanks for the feedback!

  • @AutomatorAcademy
    @AutomatorAcademy 5 місяців тому

    I'm basically syncing between all the bases.. 😀

  • @AutomatorAcademy
    @AutomatorAcademy 5 місяців тому

    Thanks Rupert! I hit a bit of a wall trying to make an Interface button do things that only a $45 plan allows for! Pity that; the more cool interfaces I build the better the chances are that I upgrade to a higher plan! A bit short-sighted and practically down-right mean of Airtable not to allow for button visibility / rules for everyone..

  • @Julie-Dox
    @Julie-Dox 5 місяців тому

    As always very helpful and EXACTLY what I was looking for 😅 Thanks Rupert!

    • @rupertxyz
      @rupertxyz 5 місяців тому

      Glad to hear that :)

  • @agoogleuser6937
    @agoogleuser6937 5 місяців тому

    Is it easy to keep a zapier table 2-way synced with an airtable table?

  • @VG-po2by
    @VG-po2by 6 місяців тому

    Very good videos. I would like to know more about percentages. I want to apply a standard 8% to each of the quote i provide . I will put the fee as a quote but in another tab, the percentage calculated and another

  • @sebastiansondheimer9633
    @sebastiansondheimer9633 7 місяців тому

    How would you adjust this for emails with multiple attachments? Attachment1 could be an image or anything else but the invoice.

  • @humayunkabir5168
    @humayunkabir5168 7 місяців тому

    Why not just use filter to create view of "In Progress" Then use it in zapier?

  • @davidsmiththeaiguy
    @davidsmiththeaiguy 8 місяців тому

    Interesting video. Curious why you didn't use the now() function instead of creating a script to convert the Unix date

    • @rupertxyz
      @rupertxyz 8 місяців тому

      I'm not sure about this exact timestamp, but dates passed by an API can be in the past. Invoices paid late for instance. So this was to demonstrate how to convert a UNIX timestamp. If you're sure it's now, you can use now of course.

  • @davideylerYT
    @davideylerYT 8 місяців тому

    fantashtische : )

  • @Maximilian-ce2ul
    @Maximilian-ce2ul 8 місяців тому

    Great tutorial, straightforward and useful!

  • @reyomlien
    @reyomlien 10 місяців тому

    I am relatively new to Airtable and started on the approach of one base for all. I like the simple approach that you have laid out. I have a big project that I am starting to put together and I think this would be a game changer. More like this please and with examples would be great!

  • @AyaNori
    @AyaNori 10 місяців тому

    Good on you for showing how to delete more than 50 records because my project definitely needs that 😅 thank you!

  • @aibusinessimpact
    @aibusinessimpact 10 місяців тому

    Excellent how-to. Thanks for posting.

  • @agoogleuser6937
    @agoogleuser6937 10 місяців тому

    5:22 Core Data = Master Data Rest would be transactionaL data

  • @ryanangel3355
    @ryanangel3355 11 місяців тому

    This is not Upwork its a site called Toptal which is totally different

  • @ricardofahrig
    @ricardofahrig 11 місяців тому

    The limitations that synced tables impose on editing capability, field types and interfaces feels currently too great to make this a viable model. I'm currently syncing selected data through shared views from one master to several sub bases, each forming the data layer for another app (Glide and Softr-based), but have hit many roadblocks, forcing me to resort to API/automation tools to edit data in the master table instead of each specific app base. I wish the concept would work as smooth as described here but for that improved sync and Interfaces are a must...

  • @ryanangel3355
    @ryanangel3355 11 місяців тому

    Can we do the same thing to get profiles that apply to our jobs?

  • @skin.pharma
    @skin.pharma 11 місяців тому

    Thanks for this video, Rupert. This makes it easier to understand how the document creation works from the Airtable data. Doing it 'code along' also makes this much more 'normal'- scripted videos aren't as useful 😊👍 Viv

    • @rupertxyz
      @rupertxyz 11 місяців тому

      Thank you! I'm trying to do more "code along, struggle along" type videos :)

    • @skin.pharma
      @skin.pharma 11 місяців тому

      @@rupertxyz I think they're far more effective & useful 😊👍

  • @techme3845
    @techme3845 11 місяців тому

    correct me if I'm wrong but you can't link or do a lookup for data from one base to another. You can in smartsuite

    • @rupertxyz
      @rupertxyz 11 місяців тому

      You can sync bases in Airtable: support.airtable.com/docs/getting-started-with-airtable-sync

    • @techme3845
      @techme3845 11 місяців тому

      @@rupertxyz ok but that seems like unnecessary overhead and duplicate data

    • @rupertxyz
      @rupertxyz 11 місяців тому

      @@techme3845 You can limit what gets synced in any way you want. It always does add a table to your base though.

  • @marketingplanformula
    @marketingplanformula 11 місяців тому

    Interesting, and helpful. Appreciate it. Would love to see a video detailed use case and real specific examples around the core data in particular. How do you draw the line between core and the satellite bases?

  • @steveknows6126
    @steveknows6126 11 місяців тому

    Yes, definitely a video I'd like to see!

  • @nocodeau-v6p
    @nocodeau-v6p 11 місяців тому

    Really interesting approach, as a beginner would love to see detailed demo 🙏🏽

  • @nocodeau-v6p
    @nocodeau-v6p 11 місяців тому

    This is great 👍🏽, thank you. Looking forward to learn more about Airtable

    • @rupertxyz
      @rupertxyz 11 місяців тому

      Glad you're following along!

  • @sal8957
    @sal8957 11 місяців тому

    👀 "Promosm"

  • @markbricket4642
    @markbricket4642 11 місяців тому

    That is a much better way to handle data but it does depend on 2 way syncs which is not available in all subscription levels I believe

    • @rupertxyz
      @rupertxyz 11 місяців тому

      Two-way sync is only available on Business and Enterprise plans. But I've been working like this for years without two-way sync. In most cases, it's not necessary for a target table to edit the source table, so one way is enough.

  • @parthmadhubhai689
    @parthmadhubhai689 11 місяців тому

    With interfaces getting more and more robust i can see a use cases for keeping data in a single place and just working from the interface layer. You could overwhelm the base and slow things down with this approach so spreading data into multiple bases and syncing tables is likely the best path.

    • @rupertxyz
      @rupertxyz 11 місяців тому

      By adding interfaces on top, the issue is indeed out of sight for most users. But the poor maintainers of the underlying structure will still have to deal with it. I think it would be a true fix if interfaces weren't bound to a single base, but would be entirely separate from underlying data bases. One big frontend able to reach into the underlying architecture.

    • @parthmadhubhai689
      @parthmadhubhai689 11 місяців тому

      @@rupertxyz yup, that is the true fix. Hopefully we see it by eoy as that would be the game changer.

  • @markbricket4642
    @markbricket4642 Рік тому

    Hi Rupert there are no attachment fields either👍

    • @rupertxyz
      @rupertxyz Рік тому

      Yes, handling files is another issue...

  • @JellypodAi
    @JellypodAi Рік тому

    Cool video! Totally agree that we need to seamlessly integrate AI into your workflow

    • @rupertxyz
      @rupertxyz Рік тому

      👍great product you're building!

    • @JellypodAi
      @JellypodAi Рік тому

      Thanks! @@rupertxyz

  • @FerIsella
    @FerIsella Рік тому

    u are BRILLIANT. Gracias! Today, would you replase Airtable for Zapier Tables on this specific case?

    • @rupertxyz
      @rupertxyz Рік тому

      The only downside I see is that you can’t store PDFs directly. Otherwise I don’t see any reason against using Zapier Tables for this use case, especially as there are no relations in this base

  • @andrewpndavies
    @andrewpndavies Рік тому

    I've written a few Airtable scripts - but by my own admission I am terrible at it. I tend to copy paste and work with trial and error. I often get the "Your script took more than 30 seconds" error - which I think is because my code is so awful!

    • @rupertxyz
      @rupertxyz Рік тому

      Haha let's fix that! Make sure to leave your email address for the course: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb

  • @andrewpndavies
    @andrewpndavies Рік тому

    I’d be interested in your Airtable scripting course Rupert. Thanks. Andrew

    • @rupertxyz
      @rupertxyz Рік тому

      Here you go airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb

  • @justindobz
    @justindobz Рік тому

    Course link is broken but definitely interested. Saw you've been posting more consistently lately, keep it up they have been fire

    • @rupertxyz
      @rupertxyz Рік тому

      Thanks!! Fixing the link now, here as well: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb

    • @justindobz
      @justindobz Рік тому

      sweet thanks, just submitted @@rupertxyz

  • @dominicrannie9102
    @dominicrannie9102 Рік тому

    Super useful video. Already thinking of modifying this strategy to capture support tickets from emails. Thanks for publishing!🙌

    • @rupertxyz
      @rupertxyz Рік тому

      Thanks! Always happy to help / expand when needed!

  • @ediesellers526
    @ediesellers526 Рік тому

    Good lord this is helpful!!! I do have one question (because I'm a non-coder but already understand way more just from your explanation): how to you filter the dTableRecords array to filter for identical field values EXCEPT "null" or empty fields? Seems like there's some way to indicate !== i AND "null".

    • @rupertxyz
      @rupertxyz Рік тому

      In the filter step you would have to add another condition, so after comparing to the index you could do something like " || !rec.field" in the example above. This is not tested, but basically says "include if the index is equal OR if no field value is present". Hope that helps! :) I do have a scripting course coming up, specifically for Airtable if you're interested: airtable.com/appkftPsXAM2dpUwQ/shrKweL66AExgD3Zb

  • @TheGlobalGaming
    @TheGlobalGaming Рік тому

    Danke dir! I mean, i would be very interested to get a solution for the Automation script with the proxy. I am facing this timout error and i can't fix it! I am trying it with Cloudflare workers and Airtable atm. Anyways, if you will do the other video or not, thank you for this one!

    • @rupertxyz
      @rupertxyz Рік тому

      Thank you!! I'll think about the video, potentially I could show a workaround with a no-code backend like Xano...

  • @mujeebopabode7440
    @mujeebopabode7440 Рік тому

    oh this is great🔥

  • @assistantaffiliate1583
    @assistantaffiliate1583 Рік тому

    Amazing video, thanks a lot for taking the time to create this :)

  • @ThembinkosiMalefo
    @ThembinkosiMalefo Рік тому

    Thanks Rupert this is incredible

    • @rupertxyz
      @rupertxyz Рік тому

      Thanks 🙏 Released v2 a few days ago :)

  • @JorgeGonzalez-op8uz
    @JorgeGonzalez-op8uz Рік тому

    Hi is there a way this works but it scans lines instead of a record? For example in a record i may have multiple exact urls one below the other. And instead of deleting them to have them marked or highligthed or a count of how many duplicates?

  • @DanPolonskiy
    @DanPolonskiy Рік тому

    It's JavaScript?