Q: I’ve been trying to set up the system to automatically send proofreading files to the customer’s emails
I’ve been trying to set up the system to automatically send proofreading files to the customer’s email from my customer database when I upload them and press a button. Everything seems to be configured correctly, and the system displays the message: "BlueBot (Automation) sent an email to info@workpleaser.com 4 minutes ago". However, I’m not receiving the email. I’ve tested with two different email addresses, but nothing happens.
I’m trying to edit the name of a record. I’d like it to be called 'Customer Name.' Is there a way to create a customer database? It seems like that’s not possible, or am I missing something? It feels a bit strange.
Additionally, it doesn’t seem like it’s possible to change or edit colors in list view, nor add data directly to the columns in list or database view, like you can in Monday. Is this functionality planned for the future?
Also, where is the Android app? It feels like this part of the platform is missing entirely, and overall, the experience comes across as a bit incomplete without these features.
Hey Jason, thanks for the questions. So you can actually call a record "customer name" if you go to project settings. You can change a record to anything that you would like, and that will be updated across every mention of the word record in our project.
You can add data directly to a record in the database view, but not in the list view. We do plan to have this in the future.
Q: How is it different from Edworking currently available on AS
What makes you different and what's the use & limitations of AI, can it generate text-audio/images/videos? 2ndly for automations can it scrape other websites or do tasks on other websites as well?
A: Hey, I don't know that product, and with regards to AI, we only use it for automatically tagging records and for summarizing conversations in the comment section of records. We don't have any ability to scrape websites.
Hello, I am testing Blue app. I need to create new task which is created from Google sheet new row. I need to create similar function like is in Trello. Where can I set up these function?
Q: I’ve been trying to set up the system to automatically send proofreading files to the customer’s emails
I’ve been trying to set up the system to automatically send proofreading files to the customer’s email from my customer database when I upload them and press a button. Everything seems to be configured correctly, and the system displays the message: "BlueBot (Automation) sent an email to info@workpleaser.com 4 minutes ago". However, I’m not receiving the email. I’ve tested with two different email addresses, but nothing happens.
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Q: Add Custom fields data with Blue API?
I am trying to use Blue API to add a record. Where is the docs to add custom field data as well using the create a record API?
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Q: Feedback on Current Features
I’m trying to edit the name of a record. I’d like it to be called 'Customer Name.' Is there a way to create a customer database? It seems like that’s not possible, or am I missing something? It feels a bit strange.
Additionally, it doesn’t seem like it’s possible to change or edit colors in list view, nor add data directly to the columns in list or database view, like you can in Monday. Is this functionality planned for the future?
Also, where is the Android app? It feels like this part of the platform is missing entirely, and overall, the experience comes across as a bit incomplete without these features.
Looking forward to hearing from you!
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Hey Jason, thanks for the questions. So you can actually call a record "customer name" if you go to project settings. You can change a record to anything that you would like, and that will be updated across every mention of the word record in our project.
You can add data directly to a record in the database view, but not in the list view. We do plan to have this in the future.
Q: How is it different from Edworking currently available on AS
What makes you different and what's the use & limitations of AI, can it generate text-audio/images/videos?
2ndly for automations can it scrape other websites or do tasks on other websites as well?
Manny_Blue
Jan 5, 2025A: Hey, I don't know that product, and with regards to AI, we only use it for automatically tagging records and for summarizing conversations in the comment section of records. We don't have any ability to scrape websites.
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Q: Google sheet import
Hello, I am testing Blue app. I need to create new task which is created from Google sheet new row. I need to create similar function like is in Trello. Where can I set up these function?
Manny_Blue
Jan 5, 2025A: I think you can do something with this using Public Connect or Make.com.
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