Automations

Hey Airtable fam,I'm trying to build a deal flow CRM in Airtable, and I'm looking for a way to automatically pull investor data from Pitchbook into my base. I'm currently doing it manually but it drains my time.I'm wondering if anyone has found a good way to automate this process. I've been looking at a tool called the Pitchbook Investors Scraper on Apify, which seems like it could work, but I'm curious if there are any other solutions out there.I'd love to hear how you're using Airtable to manage your deal flow and any tips you have for automating the data entry process. Thanks!

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Hello,I’m trying to automate the population of resumes as attachments to a candidate table once a form is submitted.  I’m having trouble getting the resume file to attach to the resume field.  When I do it like this (within a loop through the uploaded resumes), I get an error saying “Invalid String”.  That’s likely because the “ContentReference” is a JSON formatted string.  I don’t see an option to insert the resume file itself, only metadata.  How can I actually auto-insert the resume file itself? Thank you,Robert

Hi Guys,Our staff submit invoices to airtable page and Airtable generate the form with Xero id however currently Xero submission Id is empty hence please guide us how to sync the data connects with Xero.If there is no direct connection/integration we can find with Xero and Airtable please guide steps to fix it.ThanksRegards,Being

Hi All. I have a problem that I hope is just a result of me missing something simple. I have an automation creating Outlook events from a list of Airtable holidays and birthdays. The “create” automations work fine. I was also able to capture the Event IDs from the Outlook events in the corresponding record in Airtable. Now I’m trying to generate a second automation for record updates using the event IDs and am running into an issue. When I input the data, the “Event ID” field shows up in the “Calendar” field, and the Event ID field is blank, so the automation won’t run. Photo included. Any ideas?  

Hi all, is there a way to integrate QuickBooks Online Plus with my Airtable workspace and bases? If there isnt already an existing integration, how do you get around it to sync with each other?

Hi everyone,I'm helping out with the technical logistics of an in-person event. I've set up a contact database as a Base and configured an automation that triggers an email to send when the record's status updates from "pending" to "invited." The automation includes a prefilled link to Typeform which is generated from a formula (and that in turn syncs back to the base). Happily, all these aspects work fine 🙂The only unexpected hitch I've encountered is that the automation seems to have trouble passing well-formed HTML over to the sender (in this case Google Workspace. I would use the built-in automation but want the emails to come from an owned URL).If I use very basic HTML like this the automation will render properly:But image tags simply refuse to pass (I tried scrubbing the HTML elements that might have caused comp

Hi there, I want to send HTML emails from AirTable using the Send Outlook Email action in Automations. I need them to contain embedded images with external links and a call to action button at the bottom. Please can someone tell me if this is possible and if so how?

Hi, I am trying to construct a daily email to summarise data. I have all the data I need, but I cannot get the email to structure correctly. I have used HTML to make a table for the data, but when the email sends the formatting is awful. I’m looking for a way to get the table to display correctly, does anyone have any ideas? Ideally I want the table to sit in the white space with the other text I have attached a copy images to show the issue and what the raw form looks like

Is it true that Airtable is fairly limited in its ability to allow you to use HTML formatting for send email? Is the solution then to have to use SendGrid or another service that could help out with email automation?

Hey everyoneRan into something interesting and not sure what is going on.I have a table called assignment with a Start Date and End Date field that are used for Date dependencies and to calculate duration.I have an Interface button called runs an automation. In that automation is a script that will use the End Date of the record, calculate a new start date (which is one day after the end date) and a new End Date (which is 3 months after the new start date).I have another script later in the automation that will duplicate the record and insert the new start and end date into the Start Date and End Date field for the duplicated assignment.Interestingly, the Duration is not updating when the new dates are added.In the attached image the, the top record is the source and the bottom record was the duplicate created by the script.I created a test formula to calculate the works days to validate what I am seeing. The top record

Hello team, hope you’re doing well.Is there any way to share or extract the schema of an automation in the aim to share with functional people, non technical just to make sure that we are respecting the functional specifications.

Hello!I am currently working on a form and want the ability for individuals to make multiple selections and get specific emails depending on their responses. For instance, we have 3 trainings with their own Zoom calendar invite that individuals can select on the form. Lets say Jane picks Training 1 and Training 3. We have an automation to send Jane an email that contains a Zoom calendar invite for Training 1 but want an automation that will also send her Training 2 in the same email. Is that a possible automation? Or is there a different way to do this? My organization currently cannot connect Zoom to our Airtable so that isn’t a potential solution unfortunately.  Please let me know your thoughts or if you need clarification on anything!

I'm writing to inquire if it's possible, either through an extension or natively, to track whether an email sent via automation has been opened or not.

Hi everyone — hoping for some guidance on best practices in Airtable.I have a table with a column that represents a numbered list (1–100). The order matters. When I insert a new record after, say, item #51, I’d like all rows below it to automatically renumber, so the list becomes 1–101 without manually updating each value.In other words: Current state: rows are numbered sequentially Action: insert a new row in the middle Desired result: all following rows shift +1 automatically I’m trying to understand: Whether this can be done natively (formulas, views, sorting, etc.) Or if it requires automations or scripting And what the recommended pattern is for maintaining ordered lists like this in Airtable I’m open to restructu

I have an automation that sends students an email thanking them for being a part of a short-term trip with the school and I was wondering if Airtable or an extension that I do not know of, could track the engagement of the student on if they opened the email, or if they clicked on a link, etc. I want to make sure that the email is the most optimized to get the most survey responses possible!

Hi! I need some help, we have a team of people who are linking their gmail accounts so we can send email automations through their personal gmail accounts. I have the automations set up and each team member is going in to link their accounts. Four of the team members were successful, but two people are having issues.The drop down to add their account is not available (greyed out so they can’t click it and add their account). Any ideas on what is going on and how to fix it?

Hi Everyone,I have an idea that I am really struggling with and would appreciate some help. GoalCreate a script/Automation that loops through table 1 to find matching record based on multiple conditions and link those records with table 2.Base structure:ListingListing contains all the properties we have in our portfolio and has various field types. For this specific idea, here are the ones that matter:House_Listing_Price (number)House_Budget_Range (single select)House_ViewType (multiple select)House_bedroom (#)House_land_type (single select)House_property_type (single select)House_region (linked records -> third table containing list of region)OpportunitiesList of all active house searches we have for clients. For this specific idea, here are the ones that matter:

I am going around and around a lot on this problem and still trying to fin. d the right way to go.I have a table of invoices. The invoices are numbered sequentially. Right now I have to enter each invoice number by hand after checking a summary table I made that lists the latest invoice number used +1 from a formula.I would like to have the “latest number used +1” inserted into the invoice number field of the new invoice being created. I imagine that it I not as hard was I am making it. I will tell you that I am TERRIBLE at automations. I find them unintuitive and frustrating. It’s probably me.But I am guessing that an automation is what I need..So invoice table is “Invoices: House” and summary table is “Invoice: Next invoice Number”. The summary invoice numbers in the “Invoice: Next invoice Number” table are in a rollup field and the Invoice Numbers in the “Invoices: House” field is a numbers field if that matters.Any help is appreciated.Be

Good afternoon, everyone, I’m now trying to set up my tables so when “Shoot Date” is updated in the “Shooting Schedule” table, the box is checked under “Interview Scheduled?” in “Interviewees’ Contact Status” for the corresponding interviewee, in this case, Alan Barker. Shooting ScheduleInterviewee Contact StatusHowever, I’m running into issues when setting up the automation. I think I’ve pinpointed what the issue is based on reading previous threads in this forum with similar problems to mine which is that the Record ID is not changing from the ‘Trigger’ to the ‘Action’ step:

I’m trying to automate period assignment in Airtable and want to check whether I’m missing something or if this just isn’t possible without scripting.I have a Periods table where each record has a Start Date and End Date for a 13-period fiscal year. In other tables like Orders, Packaging, and Transfers, each record has a single Date. What I want is for a record to automatically link to the correct Period when it’s created or when its Date is updated, based on whether that Date falls between the Period’s Start Date and End Date.I haven’t been able to find a native way to do this. Automations don’t seem to allow comparing one date field to another date field, Find records can’t evaluate date ranges using the triggering record’s Date, and rollups and filters don’t allow referencing parent record fields. Because of that, the only options I can see are manually selecting the Period or using a script.Has anyone in the community has found a native way to automate date

I’m wanting to automate posting of Slack messages using the Block framework, to simply have a nice  URL button, but when I submit even example code pulled from Slack’s API docs, the code simply posts as text, the blocking doesn’t seem to apply.What am I missing? Is there something either in Airtable or Slack to turn Blocks on? 

Very new to the platform and I’m getting a little tired of my AI support running me around in endless loops…I am trying to build a table that extracts a number of metrics out of my data through a series of rollups.  I would like this metrics table to auto-populate based on the name field, so that each individual in my database has their metrics pulled in. Right now my trigger is When a record matches the conditions-->Name is not empty;then a Find Records step aimed at my database table, based on the condition Where Name is exactly Name--->make a new list of… ID;and last is an Update record step aimed at my Metrics table Airtable record ID, using the field Shifts (linked) - which is a field in the metrics table that is linked to the data. However I’m not sure what choice to make in the Choose record(s) to link to, which is set to dynamic, in order to automatically find all the entries for that name i

We have 800+ bases, each with several automations, and each automation can be sent to any number of recipients based on the project type.  They are primarily external to our org and non-AT users.  I’m trying to find a concise way to audit those email addresses to ensure they are still current and relevant. Can anyone give me any idea of a way to download/query/export this data without querying each base individually?Thanks

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