Airtable and Gmail integration

Purpose This workflow automatically creates Tasks from forwarded Emails, similar to Asana, but better. Emails are processed by AI and converted to rather actionable task. In addition this workflow is build in a way, that multiple users can share this single process by setting up their individual configuration through a user friendly portal (internal tool) instead of the need to manage their own workflows. Demo How it works One Gmail account is used to process inbound mails from different users. A custom web portal enables users to define “routes”. Thats where the mapping between an automatically generated Gmail Alias and a Notion Database URL, including the personal API Token, happens. Using a Gmail Trigger, new entries are split by the Email Alias, so the corresponding route can be retrieved from the Database connected to the portal. Every Email then gets processed by AI to get generate an actionable task and get a short summary of the original Email as well as some metadata. Based on a predefined structure a new Page is created in the corresponding Notion Database. Finally the Email is marked as “processed” in Gmail. If an error happens, the route gets paused for a possible overflow and the user gets notified by Email. Setup Create a new Google account (alternatively you can use an existing one and set up rules to keep your inbox organized) Create two Labels in Gmail: “Processed” and “Error” Clone this Softr template including the Airtable dataset and publish the application Clone this workflow and choose credentials (Gmail, Airtable) Follow the additional instructions provided within the workflow notes Enable the workflow, so it runs automatically in the background How to use Open published Softr application Register as a new user Create a new route containing the Notion API key and the Notion Database URL Expand the new entry to copy the Email address Save the address as a new contact in your Email provider of choice Forward an Email to it and watch how it gets converted to an actionable task Disclamer Airtable was chosen, so you can setup this template fairly quickly. It is advised to replace the persistence by something you own, like a self hosted SQL server, since we are dealing with sensitive information of multiple users This solution is only meant for building internal tools, unless you own an embed license for n8n.

Streamline data from an n8n form into Google Sheet Airtable and and Email Sending Video for workflow process This workflow facilitates efficient data collection and management by leveraging the capabilities of various nodes within the n8n platform. It commences with the n8n Form Trigger node, where users provide their name, location, and email address. Subsequently, the data seamlessly flows through nodes like Google Sheets, Code, Set, Airtable, Gmail, and Gmail1 for processing and storage. n8n Form Trigger:** Gathers user input data, including Name, City, and Email. Google Sheets:** Manages data operations related to Google Sheets. Code:** Executes JavaScript code to manipulate data fields. Set:** Formats and sets data values for further processing. Airtable:** Facilitates data operations specific to Airtable. Gmail:** Sends custom emails to the provided Email address. Gmail:** Sends additional emails using different templates. Each node within the workflow performs specialized tasks such as extracting date and time fields, formatting data, appending it to Google Sheets and Airtable, and sending personalized emails to the submitter. This streamlined process ensures effective handling of collected information and enhances overall data management efficiency. Workflow Description: n8n Form Trigger: A trigger node that initiates the workflow upon form submission. Captures essential user details like Name, City, and Email. Extracting Date and Time Fields from 'submittedAt' Field: Utilizes a code node to extract Date and Time information from the submitted data. Format the Fields: Standardizes the format of extracted fields (Name, City, Date, Time, Email) for consistency. Airtable: Creates a new record in Airtable with the formatted data. Includes columns for Name, City, Email, Time, and Date. Google Sheets: Appends the formatted data to a designated Google Sheet. Includes columns for Name, City, Email, Date, and Time. Gmail: Sends an email to the provided Email address with a customized message. Subject: "Testing Text Message Delivery" Message: Personalized content with a Name placeholder. Gmail1: Sends another email using a different template. Subject incorporates the Date field for variation. Message content tailored to the subject line. Workflow Connections: n8n Form Trigger -> Extracting Date and Time Fields -> Format the Fields -> Google Sheets & Airtable -> Gmail Google Sheets -> Gmail1 This comprehensive workflow efficiently collects user data, processes it to extract Date and Time fields, stores the formatted information in Google Sheets and Airtable, and delivers tailored emails to the recipients. Copy these templates to get started : Google Sheet Airtable Links to Node Documentation: n8n Form Trigger Documentation Code Node Documentation Set Node Documentation Airtable Node Documentation Google Sheets Node Documentation Gmail Node Documentation

What this template does This workflow will collect order data as it is produced, then send a summary email of all orders at the end of every day, formatted in a table. It receives new orders via webhook and stores in Airtable. At 7PM every day, it sends a summary email with the day's orders in a HTML table Setup: Instructions Video Create a new table in Airtable and give it a field time with type date, orderID with type number, and orderPrice also with type number. Create a new access token if you haven't already at https://airtable.com/create/tokens/new. Make sure to give the token the scopes data.records:read, data.records:write, schema.bases:read and access to whichever table you choose to store the orders. A pop-up window appears with the token. Use this token to make Create New Credential > Access Token for Airtable in the Store Order and Airtable Get Today's Orders nodes. Create access credentials for your Gmail as described here: https://developers.google.com/workspace/guides/create-credentials. Use the credentials from your client_secret.json in the Send to Gmail node. In the Store Order node, change Base and Table to the database and table in your Airtable account you wish to use to store orders. Make sure to use these same values in the Airtable Get Today's Orders node. Every time an order is created in your system, send a POST request to Webhook from your order software. Each request must contain a single order containing fields 'orderID' and 'orderPrice' (or, edit Set Order Fields to select which incoming fields you wish to save) Change the schedule time for sending email from Everyday at 7PM to whichever time you choose. Test: Activate the workflow. From the node Webhook, copy Production URL Send the following CURL request to the URL given to you: curl -X POST -H "Content-Type: application/json" -d '{"orderID": 12345, "orderPrice": 99.99}' YOUR_URL_HERE It should say Node executed successfully. Now check your Airtable and confirm the order was stored in the right place.