Automate Snippet Sharing
Beyond manually sharing links or triggering them from Airtable buttons, you can automate the distribution of personalized Crust AI Snippet URLs using popular workflow automation platforms like Make (formerly Integromat) and Zapier.
This allows you to automatically send snippet views to the right person based on triggers in Airtable, Notion, Monday.com or other applications (e.g., send an order confirmation snippet when a new order is created, send a project update snippet when a status changes).

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The Core Concept: Dynamic URL Construction in Automations

The fundamental principle remains the same: you need to dynamically construct the correct Shareable URL within your automation workflow. This involves combining the static base URL and Snippet ID with the appropriate dynamic parameter (rec= for Single Item details or p= for User-based Permission filtering) using variables provided by the trigger step of your automation. For a detailed explanation of the URL structure, see: Understanding the Shareable URL Structure

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Example Scenario: Sending an Order Summary Snippet

Let’s illustrate with a common use case: automatically emailing a customer a snippet link to view their specific order details after they place an order.

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Implementation Options (same concept for Notion, Monday.com and Google Sheets)

1

Trigger: Airtable 'Watch Records'

Use the Airtable “Watch Records” module. Configure it to watch your “Orders” table for new records.
2

Action: Email Module

Use an email module (e.g., “Email,” “Gmail,” “Microsoft 365 Email”). Configure the “Send an email” action.
3

Construct the Snippet URL

Within the email body configuration, you will build the dynamic URL using Make’s variable mapping:
  • Start with the static part of your snippet URL:
https://app.trycrust.ai/<order_summary_snippet_id>/detail?rec=
  • Append the ID (Record ID) variable provided by the Airtable trigger module. The final URL string in Make would look similar to:
Make URL Example
https://app.trycrust.ai/<order_summary_snippet_id>/detail?rec={{1.id}}
(The exact variable reference {{1.id}} might differ based on your Make scenario structure. Ensure you map the Record ID correctly.)
4

Configure Email Details

  • Map the Customer Email field variable from the Airtable trigger to the “To” address field.
  • Compose your email subject and body, embedding the dynamically constructed URL from the previous step, perhaps as a hyperlink.
In both platforms, when a new Airtable record triggers the workflow, the automation tool will assemble the correct snippet URL and send the email.
Important URL Parameter Choice: rec vs. p
  • Use ?rec= when linking to the Detail View of a specific record (typically for Single Item snippets or linking directly to one item’s detail).
  • Use ?p= when linking to a Multiple Items snippet’s List View where User-based Permission is enabled, passing the relevant permission value as the identifier (like email or any other unique ID you have configured).
Integrating Crust AI Shareable URLs into Make, Zapier, or similar platforms unlocks powerful automation possibilities, enabling you to deliver personalized, live data views to your users automatically based on events in your data or other connected applications.