video1.0<iframe src="https://www.loom.com/embed/afce0de409ce43359766ae4074b72ae4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/afce0de409ce43359766ae4074b72ae4-6d4dd59f7ca81353.gif231.534In this video, I’m seeking help on how to effectively build out my Airtable base for a real-time integration from a mail processor. I currently have 1,277 records after filtering out those under one ounce, and I need to automate the process of creating a summary record for each account at the end of the month. Specifically, I want to link all relevant transactions to a summary record and roll up the data, especially since there’s a minimum charge that may apply. I’m facing challenges in automating this process and would appreciate any insights or suggestions from the community. Thank you!