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Use Pipelines to email a .csv file in Quick Base

Access the step-by-step instructions
If you're not yet using Pipelines... you'll want to be after this video!

Quick Base recently launched a brand new automation functionality called Pipelines.

Watch as I demonstrate how to build & schedule a Quick Base pipeline workflow that:

πŸ’₯ Searches for filtered record data on a Quick Base table
πŸ’₯ Populates the results of the search as rows in a .csv file
πŸ’₯ Downloads the .csv file as a URL
πŸ’₯ Stores the URL to the .csv file in a Quick Base table
πŸ’₯ Emails a link to the .csv file for use outside of Quick Base

In this training, I walk you through the basic steps for creating this pipeline.

For the full Pipeline exercise, visit https://quickbasejunkie.com/pipelinescsv

Pipeline Exercise Overview:

  1. Obtain Access to Pipelines
  2. Download & Setup the App
  3. Build the Email CSV File Pipeline
  4. Test the Pipeline
  5. Add a Schedule Enjoy building some awesome Pipelines! 


πŸŽ¦πŸ“šπŸ˜ƒ Get more training from Quick Base Junkie

VIDEO TIMESTAMPS:
0:20 How to tell if you have access to Pipelines
0:27 Details on the App from the App Exchange
0:50 Overview of the step-by-step written instructions
1:22 How to create a Pipeline from the dashboard
1:41 How to Define a Bucket Table
3:45 How to Search (or Query) Quick Base Records
5:22 How to Add a Row to a Bucket Table
7:14 How to Download Bucket Table CSV file
7:47 First Test Run of the Pipeline
9:23 How to Create a Record in Quick Base with a Pipeline
11:40 How to set up a Notification for the .csv URL
12:17 Second Test Run of the Pipeline
12:58 Test Run Verification
14:02 How to Schedule a Pipeline
14:53 Schedule Trigger Verification
15:28 Grab the step-by-step written instructions

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