Let’s say I have the following data in my Airtable: Airtable is a database app that has an interface that feels much more like a spreadsheet, so if you’re familiar with Google Sheets it should be relatively easy to pick it up. To use this method, you’d need to use Airtable to store your “spreadsheet” information. I was able to find a way to use Airtable’s Search Formulas to do a Fuzzy Search in an Airtable. Google Sheets will only return exact matches for now. This isn’t supported in the Google Sheets App (we are tracking requests for this feature for Sheets, so let us know via our Support Contact Form if you want that). A Fuzzy Search in this case is where we look for instances where the search term and cell don’t exactly match, but the cell contains the search term. We can successfully find the row by doing a “Fuzzy Search”. But what if what if our search data is only a fragment of what is stored in our spreadsheet, but we still want to find the row.įor example, what if we want to search a set of names but we sometimes we have a full name to search with and sometimes we don’t? What if the capitalization doesn’t perfectly match? For example, we could search for a customer by their name or email address. BackgroundĪ common thing to do in Zapier is to search for a row in a spreadsheet based on some value. Additionally, it's important to ensure data privacy and security when integrating email and database systems.Īlso, check out Klamp.io a Zapier alternative that gives 1:1 support and the best pricing when compared to Zapier.Tim here from the Zapier Support Team with a workflow idea. Keep in mind that the specific implementation may vary depending on your exact needs and the capabilities of the automation tool you choose (Zapier, Integromat, etc.). This setup requires some initial configuration and monitoring, but it can help you automate the process of tracking progress and updating your Airtable database based on email replies. Review Progress: You can use Airtable's reporting and visualization features to track progress visually, such as a progress bar or charts. The automation will keep your Airtable records updated automatically based on these labels. Regularly Check and Update: Regularly check your Gmail and use the labels to indicate progress. Your workflow can update the values in these fields based on the Gmail labels applied to the email. Update Airtable Records: In your Airtable database, create fields for each subheading (A, B, C, D, E) and a progress bar field. The workflow can then update corresponding records in your Airtable database. Integrate Gmail and Airtable: Create a workflow using a tool like Zapier or Integromat that triggers when an email is labeled with a specific status (e.g., "Complete" or "Needs Follow-up"). Use Gmail Labels: Apply specific labels to your emails in Gmail to indicate the status of each subheading (e.g., "Complete" for green and "Needs Follow-up" for yellow). You can use Gmail's native template feature or a third-party email template tool. Set up an Email Template: Create an email template that includes the subheadings A, B, C, D, and E as well as the progress bar. Here's a general outline of how you can achieve this automation:
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