Category: Uncategorized

Sharing FileMaker data outside your core system—whether with clients, vendors, or remote teams—has traditionally required custom development or third-party tools. But with Claris Studio Views, publishing FileMaker data to the web is now simple, secure, and seamless.

Claris Studio lets you expose selected FileMaker records in read-only or editable web views. These views can be shared internally for collaboration or externally as client portals, giving the right people access to the right data—without giving them full access to your FileMaker app.

The Challenge of External Data Sharing

FileMaker is powerful for internal workflows, but sharing data with those outside your system (or even across teams) can be tricky:

• PDF Reports Go Out of Date – Static exports quickly become inaccurate.
  
  

• Custom Portals Take Time to Build – Web publishing has often meant hiring a developer.
  
  

• Security Concerns – Granting external access to FileMaker files can raise risks.
  
  

• Limited Collaboration – External users often can’t contribute feedback or updates directly.
  
  

Claris Studio solves these challenges by giving FileMaker users a simple, web-based way to present and manage data—selectively and securely.

How Claris Studio Views Work

Claris Studio connects directly to your FileMaker data and lets you create browser-based views of selected records. Features include:

• Read-Only or Editable Views
  Choose whether users can view data only or submit edits and updates to FileMaker.
  
  

• Secure, Shared Access
  Generate shareable links or restrict access to authenticated users—perfect for partners, clients, or off-site teams.
  
  

• Custom Layouts and Filters
  Display only the fields, records, or categories you choose—keeping sensitive data protected.
  
  

• Live Data Sync
  Views reflect real-time FileMaker data. Changes made in FileMaker (or via editable views) appear immediately.
  
  

• No Coding Required
  Create, configure, and publish views using Claris Studio’s intuitive interface—no dev time needed.
  
  

Use Cases for Web-Based FileMaker Views

• Client Portals – Let customers check project status, invoice history, or order progress in real time.
  
  

• Vendor Dashboards – Share production schedules, material specs, or delivery timelines.
  
  

• Internal Collaboration – Give departments outside FileMaker access to specific data for reporting or updates.
  
  

• Data Collection – Allow external users to edit or submit updates that sync directly to FileMaker.
  
  

Claris Studio turns FileMaker into a collaborative platform—both inside and outside your organization.

Claris Studio Views make it easy to publish FileMaker data to the web—securely and selectively. Whether you’re building external portals or streamlining internal collaboration, Studio Views give you control over what data is shared, who sees it, and how it stays updated. Interested to learn more about how Claris Studio and Claris FileMaker can solve for secure web-based data sharing? 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.

When clients send samples for evaluation, testing, or prototyping, those materials represent more than just raw inputs—they carry expectations, deadlines, and high stakes. Mishandling even a single sample can damage trust or delay production. That’s why it’s essential to have a system that ensures each sample is logged, labeled, stored, and processed with absolute care.

Claris FileMaker provides a customizable platform for managing client samples with precision. From the moment a sample arrives through every step of evaluation, FileMaker ensures chain-of-custody, accurate labeling, and complete traceability—so your team can focus on analysis, not paperwork.

Why Sample Management Needs Structure

Handling client samples manually—or relying on disconnected tools—introduces real risk:

• Mislabeling or Misplacement – Without consistent tracking, samples can be confused, delayed, or lost.
  
  

• Breaks in Chain-of-Custody – Unlogged transfers or handling leave gaps in accountability.
  
  

• Inaccurate Documentation – When testing begins without proper intake records, it’s hard to tie results to the correct sample.
  
  

• Client Confidence Erosion – Clients expect their materials to be treated with care and professionalism.
  
  

A structured system not only prevents errors, but also communicates reliability and quality to your clients.

How FileMaker Ensures Safe, Precise Sample Handling

Claris FileMaker can be configured to support your exact intake, evaluation, and reporting process. Key features include:

• Sample Intake Logging
  Record every sample with time, date, sender info, job number, and purpose. Assign unique identifiers for traceability.
  
  

• Custom Label Generation
  Automatically print barcoded or color-coded labels for storage containers, lab trays, or evaluation bins.
  
  

• Chain-of-Custody Tracking
  Log every touchpoint—from receiving to evaluation to return or disposal—with digital signatures or scan-ins.
  
  

• Sample Storage Assignment
  Assign storage location (e.g., shelf, freezer, test station) and update it as the sample moves through your process.
  
  

• Integrated Testing Workflows
  Link samples to test results, photos, technician notes, and evaluation summaries—all stored in the same system.
  
  

Supporting Compliance and Client Reporting

Whether you operate in healthcare, manufacturing, or consumer goods, proper sample handling is often subject to regulatory and client-specific requirements. With FileMaker, you can generate audit trails, maintain complete records, and provide detailed updates or reports that instill confidence in your handling process.

Client samples deserve careful handling backed by a system that ensures accuracy, accountability, and professionalism. Claris FileMaker empowers your team to log, label, track, and manage samples from intake to evaluation with complete confidence. Interested to learn more about how Claris FileMaker can solve for sample management? Reach out to Kyo Logic here.

In custom manufacturing, every project begins with the client’s vision—and that vision often comes in the form of detailed diagrams, specifications, and special requests. Losing track of those materials or relying on email chains can lead to costly mistakes, production delays, or missed expectations. The key to success? A centralized, accessible system that keeps every requirement at your team’s fingertips.

Claris FileMaker provides a flexible platform to capture and organize client-provided materials and specifications, ensuring your team always has a clear reference point. From technical drawings and custom dimensions to file uploads and production notes, FileMaker keeps it all in one place—streamlined, searchable, and ready to guide your process.

Why Capturing Client Inputs Accurately Matters

When client specifications are scattered across inboxes, PDFs, or physical folders, teams risk:

• Overlooking critical details – Small deviations from specifications can result in rejected work or re-dos.
  
  

• Miscommunication between departments – Sales may hear one thing, production another, and fulfillment something else entirely.
  
  

• Delays in production – Searching for missing materials wastes valuable time and slows down execution.
  
  

• Reduced customer confidence – Clients expect their requirements to be followed to the letter.
  
  

In high-stakes custom work, even a minor oversight can have major consequences.

How FileMaker Streamlines Specification Management

Claris FileMaker allows you to design a solution that organizes client input with precision. Features include:

• File Upload and Organization: Accept PDFs, images, CAD files, and notes directly through your app—tagged to the appropriate job, project, or client.
  
  

• Custom Requirement Fields: Capture item-specific data such as materials, finishes, tolerances, and timelines with structured fields.
  
  

• Searchable and Filterable Repository: Instantly locate specs by client, project, product type, or keyword—eliminating the need to dig through inboxes.
  
  

• Team Access and Permissions: Control who can view, edit, or approve specifications, ensuring data integrity across departments.
  
  

• Change Log and Version Control: Maintain a history of updates to ensure teams always reference the most current specs and instructions.
  
  

Supporting Production from Start to Finish

Whether you’re quoting a new job, preparing materials, or conducting quality control, having quick access to client requirements helps teams make informed decisions at every stage. FileMaker integrates seamlessly with existing ERP and production planning systems, keeping data flowing without duplication or confusion.

Capturing and organizing detailed client-provided materials and specifications is essential for delivering custom work that meets expectations. Claris FileMaker gives your team a centralized, searchable system that ensures every detail is documented, accessible, and followed. Interested to learn more about how Claris FileMaker can solve for specification management? Reach out to Kyo Logic here.

Client interactions are at the heart of business relationships—but capturing, organizing, and logging those conversations into your CRM? That’s often a manual chore that gets delayed or skipped entirely. What if your FileMaker system could automatically summarize meeting notes, analyze tone, and log next steps, all without writing a single line of custom code?

Now it can.

Thanks to powerful no-code integrations with OpenAI, Google Gemini, Claris Connect, and Make, FileMaker users can now build intelligent, AI-assisted workflows faster and easier than ever before.

The Problem: CRM Notes Are Often Messy or Missing

For client service teams, sales reps, and project managers, capturing notes after a meeting is essential—but it’s also time-consuming. As a result, notes are often:

• Inconsistent in format or quality
  
  

• Stored in personal files or notebooks
  
  

• Forgotten altogether after a busy day
  
  

• Entered into CRMs too late to be actionable
  
  

Even when notes are entered, the insights within them often go underutilized. There’s no tagging, no sentiment analysis, no clarity on next steps. The result? A CRM that stores data, but doesn’t surface insight.

The Solution: No-Code AI Integration with FileMaker

With a few simple tools, you can now pipe data directly from FileMaker into an AI model, receive back a summarized version, and post it right into your client record—all automatically.

This setup uses:

• Claris Connect – Apple’s official automation platform for integrating FileMaker with other tools
  
  

• Make (formerly Integromat) – A flexible, visual automation builder
  
  

• OpenAI or Google Gemini – For powerful natural language processing
  
  

How It Works (At a High Level)

1. A user logs raw notes into a FileMaker field—typed in or pasted from a transcript.
   
   

2. Claris Connect and Make detect the new data and send it to an AI service (like OpenAI).
   
   

3. The AI processes the input and returns:
   
   

• A clean summary of the conversation
  
  

• Suggested action items or follow-ups
  
  

• Sentiment tags (e.g. positive, neutral, urgent)
  
  

4. FileMaker automatically logs these results in the client’s record—organized, actionable, and searchable.
   
   

This workflow can run in the background or display results for review before finalizing.

What Makes This a Game-Changer?

• No Plugins or Custom Code Required – Everything is handled with native integrations and visual automation tools.
  
  

• AI-Powered Insight – The CRM becomes a smart assistant, not just a static record.
  
  

• Consistency Across Teams – Every user gets help structuring their notes, making data more useful.
  
  

• Actionable Follow-Ups – Get clarity on next steps immediately, without reviewing full transcripts.
  
  

Real-World Use Cases

• Sales Teams – Automatically summarize discovery calls and flag key buying signals.
  
  

• Support Teams – Tag customer sentiment and urgency after help desk conversations.
  
  

• Client Services – Log client feedback with follow-up tasks already defined.
  
  

• Internal Projects – Turn messy meeting notes into clear next steps for execution.
  
  

The Bottom Line: Insight Without the Overhead

You don’t need to be a machine learning engineer to add AI to your FileMaker system anymore. With today’s integration tools, you can tap into the power of GPT or Gemini to:

• Save time
  
  

• Improve data quality
  
  

• Make smarter decisions
  
  

• And actually use your CRM as a customer relationship tool—not just a digital filing cabinet.
  
  

Want help setting up a no-code AI workflow in your FileMaker system? Let’s talk—we’ll show you how quickly it can come to life.