Use Airtable to separate donation pledges from received goods
Example: A donation table records promised and received quantities. The warehouse plan includes every pledge as received stock.
Keep Airtable as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
A donation table records promised and received quantities. The warehouse plan includes every pledge as received stock.
Provider documentation. The documentation gives information about filtering and sorting records for API list operations. Formula conditions and sort fields determine the selected records.
Make account access explicit
If Airtable is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the supplied donation table.
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Calculate a received-goods total and a pledge total.
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Send pledges without receipt evidence.
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Send the owner the result before 3 PM Friday.
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Use Pacific time.
Use the provider records for the result
Identify the base, table, and field meanings before selecting records. Do a test of the filter with a known included record and a known excluded record.
A pledge is not warehouse stock.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
The table shows eighty received items and forty pledged items without receipt evidence.
The coordinator plans distribution from confirmed receipts and contacts donors about remaining pledges.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use Airtable directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.