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  • Airtable
    • Fetching Airtable Data
    • Creating and Modifying Airtable Records
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    • Exporting Airtable Reports
    • File Management
    • Submit Airtable Records for Approval
  • AWS S3
    • Listing Files
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    • Translating A Document
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  • Document Processing
    • Document Processing: Workflow Patterns and Best Practices
    • Document Processing with OCR
    • Extract Data from a Document
    • Extract Pages from a Document
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    • Extract a Subdocument
    • Extract Subdocuments
    • Getting Fields from a Document
    • Getting Tables from a Document
  • Google Cloud Storage
    • Dumping Files to Google Cloud Storage
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    • Extracting Tables from HTML
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  • Hubspot
    • Fetching Data from Hubspot
  • Microsoft Excel
    • Opening Excel Files
    • Converting a File to Excel Format
    • Getting a Table from Excel
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    • Renaming Excel Files
    • Creating a Merged Spreadsheet from Multiple Files
    • Getting an Excel Worksheet's Row
    • Getting an Excel Worksheet's Row's Cell
    • Getting an Excel Worksheet Cell's Column Label
    • Setting an Excel Worksheet Cell to a String
    • Getting an Excel Worksheet's Changelog
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    • Saving An Excel Worksheet
  • Microsoft Outlook
    • Email Operations
    • Getting Schedules
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  • Microsoft Power BI
    • Working with Power BI Objects
  • Microsoft SharePoint
    • Retrieving SharePoint Items
    • Uploading a File to SharePoint
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    • Moving a File to a Folder
    • Deleting a Folder
    • Getting a Folder
    • Uploading a String to a Folder
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    • Deleting a File
  • Oracle Cloud Fusion
    • Fetching Data from Oracle Cloud Fusion
    • Adding New Records
    • Updating Records
    • Deleting Oracle Fusion Objects
    • Managing Attachments
    • Downloading Files from Oracle Fusion Objects
    • Detaching Files from Oracle Fusion Objects
  • Paycom
    • Working with Employee Details
    • Managing Punch Entries
  • Salesforce
    • Working with Salesforce Objects
    • Submitting Sales Objects for Approval
    • Creating Salesforce Reports
    • File Management
  • Servicenow
    • Retrieving Data
    • Manipulating Data
  • Slack
    • Sending Slack Messages
    • Reading Slack Messages
  • Stripe Pay
    • Fetch Data from Stripe
    • Add New Records
    • Working with Invoices
    • Deleting Objects from Stripe
  • Zendesk
    • Creating a Ticket
    • Updating a Ticket
    • Assigning a Ticket
    • Deleting a Ticket
    • Getting a Ticket
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On this page
  • Overview
  • Attaching Files to Airtable Records
  • Downloading Files from Airtable Records
  • Detaching Files from Airtable Records

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  1. Airtable

File Management

Overview

Managing files within Airtable records is a common requirement for many business processes. Whether it's attaching contracts to projects, downloading report attachments for analysis, or removing outdated files, efficient file management is crucial.

Attaching Files to Airtable Records

Example: Attaching a PDF Contract to a Project

attach the file to the airspot record with
    the file path is "/path/to/contract.pdf"
    the record's ID is "rec123456789"
    the file type is "PDF"

This command specifies the file to attach (contract.pdf), identifies the Airtable record by its ID, and indicates the file type. Kognitos handles the process of attaching the file to the specified Airtable record.

Downloading Files from Airtable Records

Example: Downloading a Contract Attached to a Project

download the file from the airspot record with
    the record's ID is "rec123456789"
    the file name is "contract.pdf"

This command retrieves an attached file (contract.pdf) from a specified Airtable record. Kognitos facilitates the download process, making the file available for local use or review.

Detaching Files from Airtable Records

Example: Removing an Outdated Contract from a Project

detach the file from the airspot record with
    the record's ID is "rec123456789"
    the file name is "old_contract.pdf"

When a file, such as an outdated contract, needs to be removed from an Airtable record, this command specifies the record and the file to be detached. Kognitos processes the request, removing the specified attachment from the Airtable record.

Last updated 1 month ago

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