Connect Email and Kaleyra and Airtable integrations

Discover our innovative solution to automate responses to business emails, streamlining communication, increasing productivity, and enhancing customer satisfaction. The responses are saved as drafts for you to review before sending it. The scenario uses this Airtable template.

The template works with the following Airtable base and its setup assumes the applicant's email address is in the (ClickUp) task's description.

This template is part 2 of the following template which also contains the Airtable Base used here. If the employee still wants to resign after the exit interview, HR will need to tick the 'Remove all access?' field so that the IT department (or whoever is responsible) can be emailed to remove the employee's access across all systems.

The template works with the following Airtable base and its setup assumes the applicant's email address is in the (Trello) card's description.

Invite a employee that has resigned to an exit interview to find out the reasons for leaving, negotiate a new contract and more. The automation uses this Airtable Base and watches if the 'Send exit interview invite?' field is ticked. If so, a Calendly link is emailed to the employee to schedule the meeting.

This automation forms the second part of this template which uses the same Airtable Base. After reviewing the employee's request (like the gym access example used previously), you can select Approved or Declined under the 'Request status' field. If declined, the employee will be informed, if approved, you need to select the recipient of the email that will attend to the request by providing the access card etc.

The template works with the following Airtable base. The scenario is triggered when the 'Preliminary status' field is updated. To achieve that, we created the 'Last modified' field of type 'Last modified time' and chose to watch updates in the 'Preliminary status' field only.

Use this template to automatically add a new Mailchimp subscriber and send an Email if the job applicant (see the Airtable base) is not suitable, and create an Asana task and upload the resume to a Google Drive folder if the applicant is suitable.

The Make template works with this Google Docs purchase order template. You can create your own Google Docs template - use {{ }} brackets for the text you want to replace with items from Airtable fields (more on that below).

The setup of the template assumes you have your supplier data stored in an Airtable table. If you're using above linked Google Docs template your Airtable table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual), Supplier's email address, Supplier's address (separate fields for Street address, City and Postal Code), Quantity you want to purchase, Zoho Inventory item ID and payment details.

To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

The template works with the following Airtable base. The scenario is triggered when the 'Final status' field is updated. To achieve that, we created the 'Last modified 2' field of type 'Last modified time' and chose to watch updates in the 'Final status' field only.

Use this template to automatically send a PandaDoc offer letter to accepted job applicants and an Email message to rejected applicants (and add them to Mailchimp as subscribers).