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 Whether it's attaching contracts to projects, downloading report attachments for analysis, or removing outdated files, efficient file management is crucial.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Example: Removing an Outdated Contract from a Project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When a file, such as an outdated contract, needs to be removed from an Airtable record, this command specifies the record and the file to be detached.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.