Email Automation in AppSheet with LOOKUP Expressions
As businesses grow, the need for efficient communication channels becomes undeniable. AppSheet, with its robust automation features, presents a solution for those who juggle multiple tasks and need to keep stakeholders informed. Today, we're diving into the world of conditional email automation using AppSheet and how a simple LOOKUP expression can transform your workflow management. The Magic of LOOKUP: In AppSheet, the LOOKUP function is your key to unlocking dynamic and conditional email notifications. The expression: LOOKUP([_THISROW].[ItemType], "Email", "ItemType", "EmailRecipient") is a game-changer. Here’s how it works: [_THISROW].[ItemType] serves as a pointer to the
Creating CRM in Appsheet Part 3
In the final installment of our series on building a CRM with AppSheet, we focus on a cornerstone of any CRM system: the Sales Data. This tutorial will guide you through setting up a comprehensive sales data table, automating key calculations, and effectively linking sales to specific products. By the end of this post, you'll be equipped to maximize your CRM's potential in managing, tracking, and analyzing sales activities. A well-structured SalesData table is essential for tracking each sale's details. Your table should include fields such as SaleID, Date of Sale, ProductID, Quantity Sold,
