How to generate a csv file for each of my clients?

Okay, I got it working. Here’s what I did, in case it helps someone else.

I didn’t need the Iterator module.

Airtable Search Module: Just outputs a bundle that contains the client name, which is what I used in the formula in the next module.

Airtable Search Module: Outputs all the fields needed to generate my CSV file. Also, it filters the records from the Formula Field:

AND({Client Name}=“{{1.Client Name}}”,{Dynamic Report}=“Week 1”)

Both expressions have to be true for it to pass.

  1. The first expression says the field called Client Name from the client’s table must equal the output from the first module (1. Client Name).

  2. The second expressions says the field called Dynamic Report from the orders table must equal the text, “Week 1”.

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