AppSheet Asset-Client Matcher
Budget: €8 – €50 EUR
I need an AppSheet automation (“bot”) that continually pairs records in my Assets table with records in my Clients table whenever either table receives a new entry. A match is defined by three fields that appear in both tables—transaction_type, assets_class and country. When all three values align, the bot should write the pair into a dedicated Matches table and shown in a dedicated view/slice.
Inside that Matches table I want a Yes/No column that lets me reject the suggestion. Once edited, the choice must stay in place permanently so rejected rows do not re-appear and confirmed rows remain visible.
Key things I expect from you:
• Configure the AppSheet bot to trigger automatically on every ADD or UPDATE in either source table.
• Build the expression logic that checks the three matching fields and writes qualified records to the Matches table.
• Ensure the Matches table is fully editable for the Yes/No confirmation (by default all should be Yes) and that this flag prevents future duplicate suggestions.
• Provide a short walkthrough, so I can reproduce the logic myself to a production server. You will get an access to a test environment.
I already have the source tables in Google Sheets and the basic AppSheet app created; you can request editor access as soon as we start. Let me know any clarifications you need.
Inside that Matches table I want a Yes/No column that lets me reject the suggestion. Once edited, the choice must stay in place permanently so rejected rows do not re-appear and confirmed rows remain visible.
Key things I expect from you:
• Configure the AppSheet bot to trigger automatically on every ADD or UPDATE in either source table.
• Build the expression logic that checks the three matching fields and writes qualified records to the Matches table.
• Ensure the Matches table is fully editable for the Yes/No confirmation (by default all should be Yes) and that this flag prevents future duplicate suggestions.
• Provide a short walkthrough, so I can reproduce the logic myself to a production server. You will get an access to a test environment.
I already have the source tables in Google Sheets and the basic AppSheet app created; you can request editor access as soon as we start. Let me know any clarifications you need.