Author: Kyo Logic

The next wave of innovation is here—FileMaker’s AI capabilities are expanding rapidly, with new script steps and support for multiple providers like OpenAI, Cohere, and even self-hosted large language models (LLMs). For businesses that manage high-volume data, this opens up incredible opportunities to automate repetitive tasks, gain insights faster, and deliver smarter workflows.

This article explores a real-world example of how these tools could transform operations for a temporary employment agency and outlines how to set up a powerful AI-powered workflow in FileMaker.

The Use Case: Summarizing Candidate Work History Automatically

A temp agency receives hundreds of applications every week. Each candidate submits a detailed work history via an online form. Staff must then:

• Review the submissions
  
  

• Summarize them into a concise, professional paragraph for client-facing documents
  
  

• Upload the summary into their database for future reference
  
  

This manual process takes hours of staff time each day. With FileMaker’s new AI capabilities, the process can be streamlined and largely automated. It’s a simple process of collecting data in gravity forms, storing them in Claris FileMaker, sending it to the AI of your choice, and then taking that information back to FileMaker.

Step 1: Collect Candidate Data via Gravity Forms

Candidates submit their experience and work history through a Gravity Forms web form. Fields such as previous jobs, skills, and certifications are automatically sent to FileMaker using Claris Connect.

Step 2: Store Raw Data in FileMaker

In FileMaker, the raw text from the form is stored in the candidate’s record. This serves as the source material for the AI.

Step 3: Send Data to an AI Model

Using FileMaker’s new AI script steps, the app sends the candidate’s work history text to an AI provider.

Example prompt template:
“Summarize this work history into a concise, professional paragraph suitable for client-facing documents.”

The system supports multiple AI providers—OpenAI for general summaries, Cohere for narrative-focused outputs, or a self-hosted model for organizations with strict data privacy requirements.

Step 4: Generate PDF with Summarized Experience

Once the AI returns the summary, FileMaker:

• Inserts it into a PDF document template
  
  

• Saves the PDF to the candidate’s FileMaker record
  
  

• Notifies staff that the summary is ready
  
  

Step 5: Sync Back for Future Use

The summarized experience is now available in FileMaker for quick reuse in proposals, client presentations, and compliance reporting.

 

For a temp agency, this workflow can:

• Save hours of manual writing each week
  
  

• Improve consistency across candidate profiles
  
  

• Ensure data security by keeping everything within FileMaker
  
  

• Offer flexibility to choose between multiple AI providers
  
  

This workflow is equally valuable for legal firms summarizing case files, healthcare providers compiling patient histories, or sales teams generating lead summaries.

 

With FileMaker’s expanding AI feature set—including vector functions, semantic search, and retrieval-augmented generation (RAG)—this is only the beginning. Businesses can now build smarter, AI-enhanced workflows natively in FileMaker while using Claris Connect to tie their broader ecosystem together.

FileMaker’s AI integration and multi-provider support open new doors for automation and insight. From temp agencies to healthcare and beyond, businesses can now build intelligent systems that save time and deliver better outcomes. Interested to learn how Claris FileMaker can bring AI workflows to your operations? Reach out to Kyo Logic here.

CLIENT OVERVIBug Reports Dropped 82%, from 4.4 per month to 0.8.

Foresight Regulatory Strategies (FRSI) manages clinical trials for drug and device companies, specializing in the eye-care industry. They coordinate inventory, document management, and site communication for optometry/ophthalmology practices and university clinics.

CHALLENGE

After their in-house FileMaker developer left, FRSI secured a five-year contract with a major sponsor and needed system upgrades. Their key challenges included:

• Inefficient workflows & manual data entry across disconnected databases.

• Lack of shipment integration and real-time inventory tracking.

• Limited visibility into site-level inventory and trial progress.

SOLUTION

Kyo Logic modernized FRSI’s FileMaker system with automation and integration, including:

• FedEx API Integration for automated shipping labels & tracking.

• NESS Integration for real-time inventory insights.

• iPad Package Confirmation for electronic inventory receipt updates.

• Database Consolidation to reduce duplicate data entry.

• Performance Optimizations, cutting search times from 30 seconds to 3 seconds.

RESULTS

• 85% Faster Inventory Search, reducing load times from 30s to 3s.

• Bug Reports Dropped 82%, from 4.4 per month to 0.8.

• Streamlined Daily Operations, with real-time tracking & automation.

With these improvements, FRSI is well-positioned to meet the demands of their five-year contract and drive long-term success.

CLIENT TESTIMONIAL

“Kyo Logic transformed how we manage inventory, shipments, and site communications. Our system is now faster, more reliable, and ready to support our growth.”

Customer feedback is critical to improving products, services, and relationships—but collecting it shouldn’t require a developer or weeks of setup. With Claris Conect and Claris Studio, your team can build and deploy branded, mobile-friendly web forms in minutes and sync every response directly back to FileMaker. Whether you’re gathering testimonials, product reviews, service ratings, or intake forms, these Claris services make it fast, easy, and code-free.

The Traditional Feedback Loop Is Too Slow

Many businesses still rely on emailed surveys, static PDFs, or third-party tools that aren’t integrated with internal systems. That approach causes problems:

• Disjointed Data – Responses live outside your FileMaker system, requiring export/import cycles.
  
  

• Low Participation – Forms are clunky, unattractive, or hard to access on mobile.
  
  

• Slow Turnaround – Building forms often means waiting on a developer or designer.
  
  

• No Real-Time Insight – Feedback doesn’t flow instantly into dashboards or reports.
  
  

Claris Studio removes these roadblocks, enabling real-time feedback collection—connected to your existing FileMaker workflows.

How Claris Studio and Connect Simplify Customer Feedback Collection

Claris Studio gives non-technical users the ability to:

• Design Branded Web Forms
  Use an intuitive builder to create custom surveys, feedback forms, or client intake sheets with your logo, colors, and formatting.
  
  

• Share Instantly
  Publish links to your forms or embed them on your website—no custom coding or development required.
  
  

• Collect Feedback Anywhere
  All forms are mobile-friendly and browser-based, making it easy for customers to respond from any device.
  
  

• Sync Automatically to FileMaker
  Responses appear in real time inside your FileMaker database—ready for reporting, follow-up, or integration into workflows.
  
  

• Control Access and Form Logic
  Choose who can access your forms and create conditional logic to tailor the user experience.
  
  

Use Cases for Claris Studio and Connect Feedback Forms

• Customer Satisfaction Surveys
  Gauge how your clients feel after a service call, delivery, or support ticket.
  
  

• Event Follow-Up
  Ask attendees for input after trade shows, product demos, or webinars.
  
  

• New Client Intake
  Collect onboarding information and auto-populate your CRM.
  
  

• Internal Feedback
  Gather input from employees on processes, training, or tools—without involving IT.
  
  

Collecting customer feedback should be fast, seamless, and integrated with your systems. With Claris Studio and Claris Connect, you can launch branded feedback forms in minutes—no developer required—and sync responses directly to FileMaker for real-time insight and action. Interested to learn more about how these services can solve for customer feedback workflows? Reach out to Kyo Logic here.

User onboarding is one of the most repetitive yet critical tasks for IT and FileMaker admins. When new employees, clients, or users are added to your system, a smooth onboarding experience sets the tone—and saves your team from tedious manual steps. Instead of juggling spreadsheets, emails, and system updates, you can automate it all.

Claris Connect gives FileMaker administrators the ability to streamline user onboarding by triggering automated workflows the moment a new user record is created. From welcome emails to system updates, Claris Connect handles the details—so you can focus on more strategic work. Claris Studio provides the front end, collecting input data and displaying statuses.

The Problem with Manual Onboarding

Without automation, onboarding is a slow, error-prone process. Important steps can be missed. Someone may forget to create a login or assign permissions, costing valuable time. The experience may be inconsistent across teams or for individuals– some may not get the same information or have it presented in the same way. Manual entry and updating can also mean that system records aren’t synced. Lastly, but most importantly, IT and Admin teams may already be stretched thin. Every new user adds to the queue, and this may not be the best use of these teams.

Claris Connect solves this by turning user creation in FileMaker into a smart, multi-step workflow.

How Claris Connect Automates User Onboarding

Claris Connect lets you create no-code flows that trigger based on FileMaker actions—like creating a new user record. Once triggered, the flow can:

• Send Welcome Emails Automatically
  Use Gmail, Outlook, or another email tool to deliver a custom-branded welcome message or login instructions.
  
  

• Update Team Messaging Platforms
  Automatically send a Slack message to the IT or HR channel announcing a new user to provision.
  
  

• Create Accounts in Other Apps
  Push new user data to systems like Google Workspace, Microsoft 365, or project management tools.
  
  

• Add to Mailing Lists or CRM
  Sync new users to email marketing platforms or customer databases for onboarding sequences.
  
  

• Log Onboarding Progress
  Update FileMaker fields or Google Sheets to show when each onboarding step is completed.
  
  

Example Flow: FileMaker → Email + Slack + CRM

1. A new user is added to FileMaker.
   
   

2. Claris Connect sends a welcome email via Gmail.
   
   

3. A Slack message notifies the admin team.
   
   

4. The user is added to a Mailchimp list for onboarding emails.
   
   

5. FileMaker updates the onboarding status field to “Initiated.”
   
   

All of this happens in seconds—automatically.

With Claris Connect and Claris Studio, FileMaker admins can automate user onboarding from end to end. From sending welcome emails to updating internal systems, these Claris offerings ensure every new user has a smooth, consistent experience—while saving your team time and reducing errors. Interested to learn more about how Claris Connect and Claris FileMaker can solve for onboarding automation? Reach out to Kyo Logic here.

Data lives everywhere—sales teams use Slack, managers rely on Google Sheets, and core business workflows run through FileMaker. Manually moving data between these platforms is tedious, error-prone, and costly. The solution? Automation.

Claris Connect enables businesses to route data between their favorite apps automatically, eliminating manual handoffs and keeping systems in sync. Whether you’re updating leads, pushing orders to spreadsheets, or sending alerts to team chat, Claris Connect reduces friction, improves accuracy, and saves time.

The Problem with Manual Data Transfer

Switching between apps and copying data by hand creates a host of issues:

• Wasted Time – Employees spend hours retyping or exporting/importing data.
  
  

• Human Error – Typos, missed updates, or out-of-sync records disrupt workflows.
  
  

• Disconnected Systems – Critical tools like Google Sheets, Slack, and FileMaker don’t talk to each other.
  
  

• Missed Notifications – Teams rely on inboxes or memory to catch task updates.
  
  

Claris Connect acts as the “glue” that ties these systems together—no code required.

How Claris Connect Automates Cross-App Workflows

Claris Connect enables users to build automated flows (called flows) that pass data between apps based on triggers and rules. With it, you can:

• Sync Data Between FileMaker and Google Sheets
  Automatically push form submissions, project data, or test results from FileMaker into Google Sheets—or pull spreadsheet updates into FileMaker.
  
  

• Send Notifications in Slack or Email
  When a record is created or updated in FileMaker, Claris Connect can alert your team in Slack or send a formatted email.
  
  

• Route Web Form Submissions into FileMaker
  Connect tools like Typeform, JotForm, or Claris Studio to FileMaker in real time.
  
  

• Schedule Routine Tasks
  Automate daily exports, report generation, or follow-up messages at set intervals.
  
  

• Connect to Hundreds of Apps
  From Dropbox and QuickBooks to Trello and Mailchimp, Claris Connect expands FileMaker’s reach without rebuilding your tech stack.
  
  

Use Cases That Save Real Time

• A support request submitted via Google Form creates a new ticket in FileMaker and alerts the service team in Slack.
  
  

• A new FileMaker order logs into a shared Google Sheet for forecasting and triggers a notification for the shipping team.
  
  

• At the end of each week, Claris Connect emails a summary of completed work orders from FileMaker to managers.
  
  

No scripting. No dev time. Just fast, no-code automation that keeps your systems in sync.

Claris Connect makes it easy to automate data routing between FileMaker and the tools your team already uses—reducing manual tasks, improving accuracy, and boosting efficiency. Whether it’s syncing spreadsheets, sending notifications, or tying together cloud services, Claris Connect keeps your workflows moving smoothly. Interested to learn more about how Claris Connect and Claris FileMaker can solve for cross-app automation? Reach out to Kyo Logic here.

Data is power, but only if it’s accessible. While Claris FileMaker excels at managing workflows and storing critical data, sometimes stakeholders need quick, visual insight—without digging into complex layouts or asking a developer for help. That’s where Claris Studio Dashboards come in.

Claris Studio empowers teams to build and share interactive dashboards that display live FileMaker data—without editing FileMaker layouts or requiring development skills. From executives tracking KPIs to managers monitoring field operations, Claris Studio delivers self-serve, browser-based reporting that keeps everyone aligned and informed.

The Limitations of Traditional Data Sharing

In many FileMaker-driven environments, operational data lives deep inside custom layouts or requires developer-built reports. That often leads to:

• Bottlenecks – Users rely on admins or developers to generate reports.
  
  

• Outdated Reports – Exports and PDFs go stale quickly.
  
  

• Lack of Visibility – Stakeholders outside the FileMaker platform have no direct access to live data.
  
  

• Disjointed Collaboration – Team members track KPIs in separate spreadsheets or tools.
  
  

Claris Studio solves this by extending FileMaker data into accessible, real-time dashboards that anyone on your team can use.

What Claris Studio Dashboards Offer

Claris Studio allows you to create clean, interactive dashboards using live FileMaker data—no coding required. Features include:

• Browser-Based Access
  Dashboards are viewed and updated in the cloud, with no need to open FileMaker or install special software.
  
  

• Drag-and-Drop Design Tools
  Build charts, tables, and metric summaries using intuitive tools—ideal for managers, not just developers.
  
  

• Live FileMaker Data Sync
  Dashboards reflect the most current data from your FileMaker solution, giving teams real-time visibility.
  
  

• Custom KPIs by Role or Team
  Display only what’s relevant for sales, production, inventory, service, or management users.
  
  

• Secure Sharing and Permissions
  Limit access by team or client, ensuring each dashboard only displays approved data.
  
  

Use Cases for Claris Studio Dashboards

Dashboards can be built for a wide range of operational roles, including:

• Sales Teams – Track pipeline activity, leads, and closed deals.
  
  

• Operations Managers – Monitor order volumes, production statuses, and delivery schedules.
  
  

• Field Service Leaders – View technician output, open work orders, and response times.
  
  

• Executives – Review high-level KPIs across departments in one place.
  
  

Because dashboards update automatically, teams are always aligned—no emails, PDFs, or version control issues.

Claris Studio dashboards give your team the power to visualize FileMaker data in real time—without touching layouts or waiting on IT. With self-serve dashboards tailored to their roles, stakeholders gain visibility, make faster decisions, and stay connected to what matters most. Interested to learn more about how Claris FileMaker and Claris Studio can solve for real-time data visualization? Reach out to Kyo Logic here.

Capturing data through web forms is an essential part of modern business operations—whether you’re collecting leads, customer feedback, or service requests. But when web submissions live in disconnected systems or require manual input into FileMaker, opportunities can slip through the cracks. That’s where Claris Studio changes the game.

With Claris Studio, you can build custom web forms that sync directly into your FileMaker solution—no double entry, no lost data, no delays. Whether you’re managing sales pipelines, support tickets, or event signups, Claris Studio streamlines the entire data collection process and keeps your FileMaker app automatically updated.

The Problem with Traditional Web Forms

Standard form builders (like Google Forms or Wufoo) often require clunky workarounds or third-party tools to sync data with FileMaker. That can lead to:

• Manual Data Transfers – Someone has to export and import CSVs.
  
  

• Delayed Updates – Time-sensitive leads or service requests sit unprocessed.
  
  

• Data Inconsistency – Field names don’t match, formats break, or records are duplicated.
  
  

• Disconnected Workflows – Form submissions aren’t integrated into business logic or reporting tools.
  
  

For teams already using FileMaker, Claris Studio offers a direct, efficient alternative.

How Claris Studio Web Forms Integrate Seamlessly with FileMaker

Claris Studio gives you a browser-based environment to build forms that connect natively to your FileMaker database. With it, you can:

• Design Branded, Mobile-Ready Web Forms
  Create sleek, responsive forms with custom fields, dropdowns, checkboxes, and logic.
  
  

• Automatically Sync Form Submissions
  As soon as someone submits a form, the data appears in your FileMaker app—no import/export needed.
  
  

• Use Shared Views for Easy Publishing
  Post links to forms on your website, share them by email, or embed them directly into client portals.
  
  

• Map to Existing FileMaker Tables
  Choose where data lands—whether it’s creating new leads, support tickets, feedback entries, or scheduling requests.
  
  

• Control Access and Permissions
  Restrict access to forms or create authenticated submissions for clients and partners.
  
  

Use Cases for Claris Studio + FileMaker Integration

Claris Studio is ideal for:

• Lead Generation Forms – Instantly create and qualify leads inside your CRM.
  
  

• Customer Surveys and Feedback – Capture customer responses and trigger follow-up tasks.
  
  

• Work Orders and Service Requests – Clients can submit requests that generate real-time tickets in FileMaker.
  
  

• Event Registrations – Automatically log signups and prepare logistics behind the scenes.
  
  

Because Claris Studio is built by the same team behind FileMaker, syncing is seamless, secure, and scalable.

Claris Studio gives you the power to build web-based forms that feed directly into your FileMaker app—streamlining data collection and improving operational efficiency. Whether you’re capturing leads, feedback, or service requests, Claris Studio ensures nothing slips through the cracks. Interested to learn more about how Claris FileMaker and Claris Studio can solve for connected form workflows? Reach out to Kyo Logic here.

Vendor Shipment Intake with Claris Studio (Mobile + QR-Enabled)

Receiving shipments from vendors is one of the most routine, yet critical, operational processes in manufacturing, logistics, and warehousing. Despite its importance, many businesses still manage this step with clipboards, spreadsheets, and fragmented communication between teams. That might work when volumes are low, but for growing organizations, these manual methods quickly become a bottleneck.

As operations scale and customer expectations increase, teams need a faster, more consistent way to handle intake—one that’s easy for non-technical users, integrates cleanly with FileMaker, and allows for real-time visibility. That’s where Claris Studio comes in.

With Claris Studio, you can create a browser-based, mobile-friendly intake form that syncs directly to FileMaker. This makes it easy for your team to log incoming deliveries, scan barcodes or QR codes, and trigger follow-ups—all from a phone or tablet, no app required.

How It Works

Mobile-Friendly, No App Required
Warehouse staff, drivers, or receiving clerks can use a smartphone or tablet to access the intake form directly in a browser. This removes the friction of installing software or setting up accounts, and makes it usable by anyone—even those without FileMaker licenses.

QR and Barcode Scanning
QR or barcode fields can be used to scan shipping labels, PO numbers, or inventory tags. This enables instant identification of products, vendors, or expected delivery records, helping reduce manual typing and increasing speed and accuracy.

Customized Intake Fields
Each intake form can be customized to match your organization’s unique workflow. Fields might include delivery status, date received, item counts, condition reports, or the ability to upload images of damaged packaging. You can also include dropdowns or conditional fields based on shipment type.

Live Sync to FileMaker
Once submitted, all form entries automatically populate your FileMaker system. Data becomes immediately available for reporting, triggering status updates, initiating QA processes, or alerting purchasing and production teams.

Why This Matters

Traditional shipment intake processes often live in silos. A dock worker might mark a delivery on paper or in a spreadsheet, while back-office systems remain out of sync. This disconnect causes delays, missed updates, and often requires someone else to rekey data later. It also creates challenges for audits, traceability, and vendor accountability.

Claris Studio helps solve these problems by:

• Providing real-time visibility into what has arrived and when
  
  

• Eliminating duplicate data entry or error-prone transcription
  
  

• Allowing each entry to be tied to a specific user and timestamp for accountability
  
  

• Supporting follow-up automation—such as initiating inspections or inventory updates—as soon as the form is submitted
  
  

For companies already using FileMaker for inventory, purchasing, or supplier management, Claris Studio extends that power to the people and processes on the front lines—without requiring them to interact directly with FileMaker.

Who This Is For

This type of solution is especially valuable for:

• Manufacturing companies receiving raw materials or parts
  
  

• Warehouses that manage third-party shipments
  
  

• Food distributors or healthcare suppliers with strict delivery protocols
  
  

• Any organization seeking to modernize a clipboard-and-Excel workflow
  
  

If you’re managing vendor shipments manually—or relying on workflows that can’t scale—this is a practical, high-impact starting point for digital transformation.

Next Steps

If you’re using FileMaker today and looking for ways to modernize your warehouse or intake operations, Claris Studio offers an intuitive, modern path forward. From barcode scanning to mobile responsiveness and real-time sync, it’s a fast way to bring greater accuracy, speed, and structure to your supply chain.

Want to explore what a vendor shipment intake form could look like for your team?
Let’s talk—we’ll show you how easy it is to get started.

One of the most commonly requested features in FileMaker solutions is the ability to send emails directly from within the app. However, recent updates to Microsoft Outlook and Google’s SMTP services have created reliability issues—emails sometimes fail to send or even crash FileMaker. To address this, we’ve helped many clients transition to SendGrid.

SendGrid is a cloud-based email delivery service that you can control using API calls from FileMaker. It’s reliable, scalable, and straightforward to implement (though there are a few setup nuances). To simplify this even further, we’ve created a Kyologic SendGrid Add-On, which can be easily adapted to support most email-sending use cases, including attachments.

This guide will walk you through:

• Creating and authenticating a SendGrid account

• Upgrading your plan

• Generating an API key

• Installing and testing the Kyologic SendGrid Add-On in your FileMaker file

Step 1: Authenticate Your Domain in SendGrid

1. Visit sendgrid.com and click “Start for Free” to create your account.

2. Once logged in, go to Settings > Sender Authentication from the sidebar.

3. Click “Authenticate Your Domain”.

4. Choose your DNS host provider (e.g., GoDaddy, Cloudflare) and select any tracking link options you prefer. Click Next.

5. Enter your domain name (e.g., yourcompany.com) and click Next.

6. SendGrid will generate a list of CNAME and TXT records you need to add to your DNS settings.
   
   Note: Some DNS providers automatically append your domain name to records. For example, if SendGrid gives you em4554.yourcompany.com, and your provider adds yourcompany.com automatically, you should enter just em4554 as the record name.

7. If you manage your domain, log in to your DNS account and add each of the records.
   If someone else manages your DNS:

   • Click the “Send to a Coworker” tab in SendGrid.

   • Enter their contact information so they receive the setup instructions.

8. Once you’ve added the DNS records, return to SendGrid, check “I’ve added these records”, and click Verify.
   ✔️ Proceed only after Sender Authentication shows as Verified.

 

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Step 2: Upgrade to a Paid SendGrid Plan

SendGrid’s free plan has very limited functionality. We recommend upgrading to the Essentials Plan.

1. In SendGrid, go to Settings > Account Details.

2. Click the “Your Products” tab.

3. Under Email API, select the Essentials plan (~$20/month for up to 50,000 emails).
   ✉️ Important: One email = one recipient. An email with 1 TO, 1 CC, and 2 BCCs counts as 4 emails against your monthly quota.

4. Enter your billing details to complete the upgrade.

 

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Step 3: Create and Save Your API Key

An API key allows FileMaker to communicate securely with SendGrid.

1. Go to Settings > API Keys in the SendGrid sidebar.

2. Click “Create API Key”.

3. Enter a name for your key (e.g., FileMaker Email Integration).

4. Select Restricted Access.

5. Under Mail Send, toggle on the permission for Mail Send.

6. Leave all other permissions off.

7. Click “Create & View”.

8. Copy the API Key and save it somewhere secure (like a password manager). This is the only time you will be able to see it.

Step 4: Set Up the Kyologic SendGrid Add-On in FileMaker

1. Download the Kyologic SendGrid Add-On. [Insert download link here]

2. Unzip the download.

3. Close FileMaker Pro on your computer.

4. Move the unzipped add-on files to the following folder on your machine:
   [Your User Directory]/Documents/FileMaker/Addons/AddonModules
   ⚠️ FileMaker Bug Alert: If you have multiple add-ons in the AddonModules folder, FileMaker may import the wrong one. To avoid this, temporarily clear out the folder before installing the add-on.

5. Open FileMaker Pro.

6. Open your FileMaker solution.

7. Go to any layout and enter Layout Mode.

8. In the Add-Ons tab (usually on the left), click the + button at the bottom.

9. Select the SendGrid Add-On from the list.

10. This will add a new layout to your file called SendGrid_SampleData. Navigate to that layout.

11. Enter the API Key you created earlier into the appropriate field.

Step 5: Test the Integration

1. In the SendGrid_SampleData layout, fill in the following fields with valid values:

   • From Email

   • To Email

   • Subject

   • Email Body

2. Click Send.

3. Confirm the email is delivered successfully.

You’re All Set

You’ve now authenticated your domain, created a secure API key, installed the Kyologic SendGrid Add-On, and successfully sent an email through FileMaker via the SendGrid API.

 

If you’d like help customizing this integration or building more advanced workflows (like scheduled sends, logging, or error handling), feel free to reach out to our team.

In custom manufacturing and production, no two orders are exactly the same. Clients often have unique specifications—from design tolerances and materials to delivery instructions and labeling requirements. To deliver consistent results, teams need a clear, centralized way to review, document, and apply these custom expectations for every order.

Claris FileMaker enables businesses to manage order-specific requirements with confidence. With a custom FileMaker solution, your team can document client expectations in detail, ensure those details are clearly communicated across departments, and align production processes to meet exact specifications every time.

The Risks of Overlooking Custom Order Requirements

When order requirements are poorly documented or inconsistently applied, the results can be costly:

• Production Errors – Missing or incorrect specifications lead to rework, delays, or rejected products.

   

• Disjointed Communication – Sales, production, and fulfillment may interpret requirements differently if there’s no shared system.

   

• Compliance Failures – Industries with regulatory standards may face audits or penalties for deviations.

   

• Lost Trust – Failing to meet custom client needs can damage long-term relationships.

   

To maintain quality and client satisfaction, it’s essential to ensure every requirement is captured and applied with precision.

How FileMaker Streamlines Custom Order Management

Claris FileMaker gives businesses a structured way to manage custom orders from intake to fulfillment. Key features include:

• Custom Requirement Forms
  Capture and categorize client-provided specifications—dimensions, materials, tolerances, finishing, documentation needs, and more.

   

• Built-In Approval Workflows
  Ensure sales, production, and quality teams sign off on order specs before work begins.

   

• Linked Production Workflows
  Automatically apply custom requirements to production checklists, instructions, and QA steps.

   

• Version Control and Change Logs
  Track updates to order specs and maintain a complete revision history to ensure alignment and traceability.

   

• Client-Facing Documentation
  Generate summary reports of approved requirements for client signoff or internal use.

   

Built for Flexibility, Ready for Precision

Whether you’re producing industrial components, printed materials, or specialty packaging, FileMaker adapts to your specific order management needs. You can build in order templates by client, create validation rules for critical fields, and even trigger alerts for non-standard configurations that require review.

Successfully executing custom orders starts with capturing and applying requirements accurately. Claris FileMaker provides a centralized, flexible platform to review, document, and enforce client-specific expectations—ensuring every team is aligned and every order meets the mark. Interested to learn more about how Claris FileMaker can solve for order requirement management? Reach out to Kyo Logic here.