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Export Partner Tracker
Check approved Airtable view rows and deliver a partner CSV
Use this Agent instantly or customize it - no programming needed
- approved export requestapproved export request
Your request identifies the partner, view, and project manager who approved the export.
- partner export rulespartner export rules
Your rules choose each partner's view, allowed CSV columns, and delivery folder.
- filtered tracker rowsfiltered tracker rows
Your filtered view supplies the current rows for the partner's CSV.
- tracker row IDstracker row IDs
Your full table IDs show how many rows the approved view leaves out.
Your partner tracker provides approvals, filtered rows, and table IDs for each export.
- export problemexport problem
You get the specific approval, view, data, or upload problem that stopped delivery.
- export problemexport problem
You get the specific approval, view, data, or upload problem that stopped delivery.
- export problemexport problem
You get the specific approval, view, data, or upload problem that stopped delivery.
- partner CSVpartner CSV
Your dated CSV contains the approved view's rows and only the allowed columns.
- delivery notedelivery note
Your note names the view, approver, columns, and counts of included and omitted rows.
Your partner delivery folder stores both files in the partner's folder and returns links.
- export problemexport problem
You get the specific approval, view, data, or upload problem that stopped delivery.
- file linksfile links
Your project manager gets links to both files in the partner's delivery folder.
This Agent waits for a manager to approve a partner tracker export. It checks the view, columns, and row count. It puts the CSV and omission note in the partner folder and returns links.
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Google DriveUsed as:
- Partner delivery folder
Google Drive stores both files in the partner's folder and returns links.
AirtableUsed as:
- Partner tracker
Airtable provides approvals, filtered rows, and table IDs for each export.
Google ContactsUsed as:
- Partner delivery folder
Google Contacts stores both files in the partner's folder and returns links.
Microsoft SharePointUsed as:
- Partner delivery folder
Microsoft SharePoint stores both files in the partner's folder and returns links.
Microsoft Office 365Used as:
- Partner delivery folder
Microsoft Office 365 stores both files in the partner's folder and returns links.
KintoneUsed as:
- Partner tracker
Kintone provides approvals, filtered rows, and table IDs for each export.
Made for your industry
Export Partner Tracker is made for businesses in these industries.
- Advertising and Marketing
Export approved campaign tracker views for agency partners.
Show all Agents for the Advertising and Marketing industry - IT Services
Place approved service project CSVs in partner folders.
Show all Agents for the IT Services industry - Consulting
Send checked engagement tracker extracts to partner firms.
Show all Agents for the Consulting industry - Construction
Deliver approved construction tracker CSVs with omission counts.
Show all Agents for the Construction industry - Architecture and Engineering
Share approved design tracker rows with project partners.
Show all Agents for the Architecture and Engineering industry
Made for your role
Export Partner Tracker is made for people in these roles.
- Project Coordinator
Prepare approved tracker extracts and note excluded records.
Show all Agents for the Project Coordinator role - Project Manager
Deliver a checked partner tracker CSV after approving the view.
Show all Agents for the Project Manager role - Client Delivery Manager
Put approved project extracts in partner delivery folders.
Show all Agents for the Client Delivery Manager role
Made for your department
Export Partner Tracker is made for people in these departments.
- Project Management
Turn approved tracker views into checked partner CSVs.
Show all Agents for the Project Management department - Client Services
Share approved project tracker slices with external partners.
Show all Agents for the Client Services department
How Export Partner Tracker works
4 steps, in order, on every run.
-
Confirm the export requestRead the approved request and match its partner and view to your setup. Stop and tell the project manager if anything no longer matches.
-
Read the selected viewRead every page of the filtered view and all tracker record IDs. Count the records the view leaves out.
-
Build and check the CSVKeep only your allowed columns in order, then check the header and row count. Stop and report missing columns or repeated record IDs.
-
Deliver the filesUpload the dated CSV and omission note to your chosen partner folder. Return both links to the project manager, or report any missing file.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or Google Contacts.
6 tools
- Choose the tracker table, the approval request table and its approved-export view; create a separate request row for each export.
- For each partner, choose the filtered tracker view, the allowed CSV columns in order, and the destination delivery folder.
- Grant the Agent read access to the tracker and write access to the partner's delivery folder.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Export Partner Tracker:
Yes. You set the partner view and allowed column order before approval. The Agent stops if a required column is missing.
The project manager gets the specific issue. An empty view or count mismatch stops CSV delivery. No empty partner file goes into the folder.
No. The note gives the count of tracker records outside the view. It does not list those records.
You choose a delivery folder for each partner. The project manager gets links to the CSV and note after both uploads succeed.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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