This would have been more useful with actual samples rather than graphics or at least links to the relevant documentation (i.e. - Lookup Tables, other than surmising there is magic involved there is no way to tell how to actually look up something in the table and pass the results on. 

A brief description of each zap: Including the trigger event and the subsequent actions.

Sample Workflow: A detailed example of a workflow, such as importing data from an Excel sheet to Airtable, generating an invoice in QuickBooks, and sending a notification email.

Key Step Screenshots: Screenshots that show the key steps in each zap, especially those related to data import, invoice creation, and email notifications.

This additional information will help me better understand how the zaps align with our needs and ensure they cover all necessary aspects of our workflow.

Yes I agree. This example showed the concept of tables, but it would have been helpful if the table was then created to demo the graphic. I’ve created a table but that’s as far as I’ve gotten, it’s not intuitive. 

Hi there, @SteveS, @Tapy and @helenad! 

Really sorry we missed your replies here previously. Here’s a quick mockup of how the lookup table from the guide would look in a real Zap:

Then in the subsequent action steps of your Zap you’d select the value that’s output by the Formatter step in the relevant fields as needed:


We also have a number of guides that give examples of how to set up lookup tables that you might find helpful:

Hope that helps. If you run into any troubles please do reach back out, happy to assist if you get stuck at all!