This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Exports attachments or completed documents to Airtable columns.
Use case example: Imagine you're managing a project, and your team frequently generates documents, such as design files, reports, and completed deliverables. To streamline the organization of these documents and track their details, you can use the Export attachments to Airtable bot.
How to set up
When the bot runs by default:
The Export attachments to Airtable bot activates once the documents are completed by recipients specified in the step, after which this bot has been added.
Add the bot depending on your needs as described in this article. You may install this bot both between the steps and using the All Bots tab. Find the Export attachments to Airtable bot in the list of bots and click Install bot.
Connection settings:
To connect the bot to your Airtable account, select Connect in the Connection settings section.
In the pop up window grant the acces to your Airtable workspace and its bases.
Once done, you will see successful connection via Airtable Auth.
Action settings:
Select the Airtable base, table and view:
Select the document which should be exported and the corresponding column in the Airtable.
Select a matching type: Document field value or Recipien data. It helps to find the exact row from which you want to export data and pre-fill your document. To do so, select the value in the sheet column first.
By selecting the Document feld value, you can connect an Airtable column to a field in a document.
With the Recipient data option, you can find a specific row in a table by using the recipient's email address, first name, and last name. For example, when a recipient with a specified email completes a document, the row containing this email will be used for the attachment export.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.