How to Integrate Applications

2024-12-23

How to integrate Airtable with Gmail to search for Airtable records on a specified schedule and send emails via Gmail

m.sekiguchi

Airtable is adopted by many companies overseas, and its ease of use, automatic backup, and scalability are popular reasons for its adoption. In Japan, as cross-border e-commerce gains attention against the backdrop of a weak yen, many companies are increasing their transactions with overseas partners. Such companies may be increasingly adopting Airtable. Therefore, at Yoom, we have created a flow bot that integrates Airtable with Gmail, regularly searches the information accumulated in Airtable, and automatically sends it to Gmail. Every time an Airtable abroad is updated, the content is regularly sent to Gmail, allowing for quick and smooth collaboration with overseas collaborators.
This article introduces how to integrate Airtable and Gmail without code.

Benefits of Integrating Airtable and Gmail and 4 Automation Examples

Airtable is a tool that allows you to build a database with simple operations. It can be implemented without code, and you can create a database with the feel of a spreadsheet or spreadsheet software.
So, what are the benefits of integrating Airtable with email? This time, we will introduce the benefits and automation examples of integrating with Gmail as an example.

・Automatic Sending of Standard Emails

By integrating Airtable with Gmail, you can automatically send personalized emails from Gmail using Airtable records.
For example, you can send thank-you emails or notification emails based on customer information or purchase history.
Furthermore, by utilizing Airtable's trigger function, you can automatically send emails when certain conditions are met.
For example, you can automatically send emails on a customer's birthday or contract renewal date, preventing sending errors or omissions due to manual work.
It is also effective when sharing project information within a team via email.
For example, if you send the latest project update information to all team members every Friday, this automation allows for smooth information sharing.

・Creation and Management of Email Templates

By integrating Airtable with Gmail, you can use email templates created in Airtable and send them via Gmail.
With automatic integration, you can save the trouble of creating emails each time and send them efficiently.
By creating multiple templates in Airtable, you can use them according to the situation.

・Automatic Recording of Email Sending History

By integrating Airtable with Gmail, you can automatically record emails sent from Gmail to Airtable.
This allows you to centrally manage email sending history and easily search past emails.
By utilizing Airtable's filter function, you can also narrow down emails sent to specific customers or emails sent during a specific period.

・Personalization of Emails Using Airtable Data

By utilizing customer information and behavior history data stored in Airtable, you can create more personalized emails.
For example, you can flexibly customize the content of emails based on the customer's name or interests.

In this way, integrating Gmail and Airtable streamlines complex email sending tasks and contributes to time savings.
It also significantly reduces errors due to manual work and realizes centralized email management.
You can also conduct more effective email communication with customers, leading to improved customer experience.

With Yoom, You Can Easily Implement It Without Code!

You can enrich your work with automation examples that can be achieved through app integration. However, some content requires programming skills or knowledge...
At Yoom, we offer many templates that can be implemented without code!
Start with the free plan.
Start Yoom for Free

This time, we will introduce how to create a flow of "search Airtable records at a specified schedule and send emails by linking with Gmail"!

We will create this easily using this template, so please watch until the end.

How to Integrate Airtable and Gmail Without Code

Before You Start

First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.

STEP1 Add Airtable and Gmail to My Apps

1. After logging into Yoom, select "My Apps" from the left column and choose "+ New Connection".

2. From the list of new connections in My Apps, select "Airtable" and "Gmail" to use this time, and connect the apps. You can also search by app name.
   (The image shows the Airtable connection. Please connect Gmail in the same way.)

__wf_reserved_inherit

3. Enter the account name and access token, then select "Add".
   ※ For the access token settings, please check here.

__wf_reserved_inherit

4. The integration with My Apps is complete.

STEP2 Copy the Template to My Project

1. Select "Try it" on this banner.

2. The Yoom login screen will be displayed, please enter your account information and log in.
(If you are already logged in, it will not be displayed)
3. The template will be copied to My Project, please enter a title of your choice.

__wf_reserved_inherit

STEP3 Edit the trigger to activate at the specified schedule

1. Select the app trigger "When the specified schedule is reached".

__wf_reserved_inherit

2. Change the day and time to your desired values and select "Save".

__wf_reserved_inherit

STEP4 Edit the operation to search Airtable records

1. Select "Search Records".

__wf_reserved_inherit

2. Check the linked account and action, then select "Next".

__wf_reserved_inherit

3. Configure the API connection settings.
   Set the Airtable Base ID, the relevant table name, search field name, and keyword.

__wf_reserved_inherit

   After entering, select "Test", and if the test is successful, select "Save".

STEP5 Edit the operation to send an email with Gmail

1. Select "Send Email".

__wf_reserved_inherit

2. Check the linked account and set the email content such as recipient, subject, and body.
   You can also send attachments.
   After entering, select "Next".

__wf_reserved_inherit
__wf_reserved_inherit

3. Conduct an email sending test.
   Check the settings and select "Test".

__wf_reserved_inherit

   If the test is successful, select "Save".

4. Turn on the trigger to complete.

Introducing Flows that Integrate Airtable and Gmail with Other Apps

We have introduced a method to integrate Airtable and Gmail.
By using Yoom, such integrations are also possible with Airtable and Gmail!

Create a Record in Airtable When a Contact is Created in HubSpot

__wf_reserved_inherit

*Please integrate HubSpot and Airtable with My Apps

Link the content of emails received in Gmail to a spreadsheet

__wf_reserved_inherit

*Please integrate Gmail and Google Sheets with My App.

Summary

How was it?
By using the integration flow bot introduced this time, you can automatically search Airtable data based on a specified schedule and send emails with the retrieved data via Gmail.
By utilizing this automation, you can be freed from the manual email sending tasks you have been doing, thus improving work efficiency.
Not only can you send emails to customers more efficiently and effectively, but by automating weekly project progress reports and regular business communications, you can reduce errors and share important information in a timely manner.

By using Yoom's no-code templates, you can easily achieve automation without programming knowledge.
Please try the free plan first.

Start Yoom for Free

The person who wrote this article
m.sekiguchi
I'm studying hints for improving work efficiency every day through Yoom. We will continue to send out useful information from the northern land.
Tags
Gmail
Integration
Airtable
Notification
Automatic
Automation
Related Apps
App integration
No items found.
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
Helpful Materials
I understand Yoom! 3-piece set of materials
Download materials
Understand in 3 minutes! Yoom service introduction materials
Download materials
Find out by Before After! Yoom Case Study Collection
Download materials
See a list of useful materials