We’re using a board for financial requests, like asking for an invoice to be posted. Our accounting team wants to archive those requests, so we export each individual item to PDF when it’s completed.
We use the Updates field for back and forth communication about the request, questions and clarifications. But I noticed that the communications in Updates are not included on the exported PDF.
So, I started to use an AI field to copy the Updates to a text field on the item and clean up the formatting a bit. That text field is included on the exported PDF, but I now see that that action costs us AI credits.
I don’t see us going over our limit of 500 AI credits per month, but I’m wondering if there’s a better way to include the Updates on a PDF export of each individual item?
I know that I can export the entire board to Excel and include the updates. We might do that Monthly or so if we can’t find a good way to keep the Updates on the item PDF exports.
Thanks