How to EASILY automate your Invoices from AItable.ai in ActivePieces (Step by step) 📧💼

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  • เผยแพร่เมื่อ 23 ต.ค. 2024

ความคิดเห็น • 25

  • @codingmenace
    @codingmenace  3 หลายเดือนก่อน +1

    If you find this video valuable and would like to UNLOCK exclusive contents (templates, tutorials, live QA sessions, and more), please check out the new community that I just launched.
    JOIN MY DISCORD SERVER! 👇🏼
    link.leancodeautomation.com/discord

  • @michaelvosberg3276
    @michaelvosberg3276 8 หลายเดือนก่อน

    Thank you so much for this video and for taking the time to explain this complex topic so thoroughly. I've been following your account for a while now, and I'm truly grateful for the content you provide. There's not much out there on TH-cam concerning Activepieces, so your videos are truly inspiring. Keep up the great work!

    • @codingmenace
      @codingmenace  8 หลายเดือนก่อน +1

      I really appreciate that! I'm definitely going to be adding more of these types of videos.
      My goal has been to simplify these concepts and everyone be able to take advantage of this technology regardless of their technical skills. Please stay tuned for more! ❤️🙏

  • @codingmenace
    @codingmenace  8 หลายเดือนก่อน +1

    🚨Thanks for watching the video! I'd love to know what type of videos you'd like to see me do in the future. Please leave them in the comments.
    Here's the Google doc template that I used in the video - hi.switchy.io/LXne

  • @2beJT
    @2beJT 8 หลายเดือนก่อน

    Thanks so much! I learn so much from you.

    • @codingmenace
      @codingmenace  8 หลายเดือนก่อน +1

      You're very welcome! I'm super happy to hear that. ❤️

    • @2beJT
      @2beJT 8 หลายเดือนก่อน

      100%, I am a big dumdum when it comes to this stuff. But luckily I have these same tools and I can just follow along. @@codingmenace

    • @codingmenace
      @codingmenace  8 หลายเดือนก่อน +1

      Perfect! Please let me know if there's any specific video that you'd like to see or problem that I can help with.

  • @DavidHill-g5d
    @DavidHill-g5d 7 หลายเดือนก่อน

    Love the video!
    I have two questions:
    1. if I want to achieve consecutive invoice number, so that every invoice has a number + 1, could I achieve this with the formula as well?
    2. I would love to see a video only about the formulas and how to use them with maybe some examples :)

    • @codingmenace
      @codingmenace  7 หลายเดือนก่อน +1

      Thank you for stopping by!
      Yes you can do that. For example, {InvoiceId} +1.
      I will put that on my list and will do more Aitable :-).

    • @DavidHill-g5d
      @DavidHill-g5d 7 หลายเดือนก่อน

      @@codingmenace thanks! and that would be lovely :) highly appreciate it!

    • @DavidHill-g5d
      @DavidHill-g5d 7 หลายเดือนก่อน

      @@codingmenace actually I would have two more questions with regards to the video:
      1. Is it possible to also send the mail with other mail providers or a google mail alias so that one can use a custom domain based mail adress?
      2. Just out of interest, would it be somehow possible to make the services in the billing doc more dynamic by adding additional rows in the google docs table if e.g. there is content in another aitable row?

    • @codingmenace
      @codingmenace  7 หลายเดือนก่อน

      @@DavidHill-g5d Of course.
      1. You can also use Google workspace. Or are you referring to a non Google mail provider?
      2. The only way that I know of if you want to maintain the UI layout of the Google doc template, is to predefine additional variables for the additional rows (ie [[service2]], [[service3]] and so forth in your template. You can then iterate or loop through all the predefined variables, so you can either set those variables based on Aitable row field or an empty string. Hope that made sense.

    • @DavidHill-g5d
      @DavidHill-g5d 7 หลายเดือนก่อน

      @@codingmenace Thanks for the quick and helpful reply!
      1. I was referring to a non-Google mail provider. The setup that I currently have is that all mails that go to my custom mail are forwarded to my google mail. Inside of google mail I can send/answer with my custom domain mail (which is then set as standard mail to reply from in my settings) as an alias via my mailserver. Its a very specific setup though I assume.
      2. Thats what I also thought about, thanks! Would be interesting if there is any other text document software that would allow something like programatically addings rows.. But thats also a bit more specific I assume :D

  • @MylesLacey
    @MylesLacey หลายเดือนก่อน

    What would be the most efficient way to generate an invoice if each row was a separate service, but all for the same customer?

    • @codingmenace
      @codingmenace  หลายเดือนก่อน

      That's a great question! It would have to be done differently as the placeholders for the Google docs are static. I would use something like MarkupGo to build the template which would allow the customer information and list of services to be sent as parameters. Google Docs is fairly limited in this regard unless you're OK with adding static fields in the Google docs template which wouldn't scale well if you have more than 5 or more services. It's also tedious. Let me know and I can put together a sample or POC.

  • @DavidHill-g5d
    @DavidHill-g5d 6 หลายเดือนก่อน

    is it possible to automatically delete the doc file after duplicating it so that you end up with a folder that only contains the PDF?

    • @codingmenace
      @codingmenace  6 หลายเดือนก่อน +1

      Yes you can! You just need to add a Google Drive step with custom action and use the DELETE method.
      The URL will be using the format in this documentation (file id is part of the URL) - developers.google.com/drive/api/reference/rest/v2/files/delete
      Let me know if you have other questions.

    • @DavidHill-g5d
      @DavidHill-g5d 6 หลายเดือนก่อน

      @@codingmenace perfect! That worked :) thank you so much!

    • @codingmenace
      @codingmenace  6 หลายเดือนก่อน

      You're welcome 😊.

  • @failtowinq798
    @failtowinq798 8 หลายเดือนก่อน

    💯💯need more videos like this. I’m trying to learn aitable. Want to use it as a cascade.app type replacement if possible or just help with automation. I plan on using pabbly tho

    • @codingmenace
      @codingmenace  8 หลายเดือนก่อน

      Thanks for the feedback! I'm planning on doing more AITable.ai tutorials for sure. Stay tuned.

  • @chaitanyamelam9134
    @chaitanyamelam9134 8 หลายเดือนก่อน

    Could you please share the template which would be helpful to try it out thanks

    • @codingmenace
      @codingmenace  7 หลายเดือนก่อน

      Hello! I'm assuming that you're referring to the Google docs template, so here you go - hi.switchy.io/LXne