Automations

This has been asked a couple of times with slightly different solutions, so seeing current thinking.I want to have an incrementing number that is specific to a group of records only. In fact I want 3. This is used to create unique names (don’t ask me what this client wants this!), but the number should increment if the record has a field set to x. So when grouped together, there is a sequential incrementation (1, 2, 3, 4,) , but others not in that group do not get that number. They would get a different increment (different field probably).My current thinking is to link the records to another table (using deep match?), identify the highest number of increment already, and then have an automation add to the new record ‘number +1’. Thoughts?

Hi everyone 👋I’m building an Airtable base to track and analyze daily puzzles from the NYT Letter Boxed game by The New York Times, and I’d love some advice on optimizing my structure and automations.Here’s what I’m currently managing in my base: Daily puzzle date The 12-letter grid (grouped by sides) Valid solution words Two-word solutions (minimum solve goal) My solve time Community solutions collected from different sources Difficulty level (manual tag for now) What I’m Trying to Improve: Better relational structure Right now, I have one main table for daily puzzles and another for words/solutions. I’m using linked records, but I’m not sure if I should normalize further (e.g., separate table for individual words across multiple days). Automation i

Hello all.I’m wanting to run an automation that will create x number of new records in a table, where x is a number entered into a field (on another table).So someone wants 5 new records, the enter 5 into the field, the automation runs 5 times.I’ve seen this: But not entirely sure I understand how to implement this!Help muchly appreciated.

Hi Airtable community! 👋I recently started playing the Letter Boxed word game (from The New York Times Games), and it sparked an idea: what if we could use Airtable to track our daily Letter Boxed puzzles, solutions, and strategies?If you’ve not played it yet, the game gives you 12 letters arranged on the sides of a square and challenges you to connect all letters using the fewest words possible — each word must start with the last letter of the previous one and can’t reuse letters from the same side consecutively. It’s a fun mix of vocabulary, logic, and optimization.Since Airtable is great for organizing data and spotting patterns, I thought it’d be cool to build a simple base to:• Log daily puzzle letter sets• Record solutions and word counts• Track how many times we used each strategy• Analyze trends (e.g., common tricky patterns, average so

Is it possible to create an automation that sends new records created at the end of each day? Each Record would have multiple sub records and each sub records would have a photo as one of the fields. I would like the email to display the Record and sub records with the photos attached so that an email recipient who doesn’t have access to the Airtable database can view the photos. Maybe there is another way to do that without creating attachments? Can this even be done?

Hello all Have a script that creates new records in a table and then populates select fields in these newly created records with values from previous values. Works good, but I am interested in adding a new conditional argument that will do the following: IF: “Previous Assessment Status" is any value other than “First Assessment" or “Not Assessed";THEN: “Current Assessment Status" should be the value of “Previous Assessed";ELSE: the value of “Current Assessment Status" should be “Not Assesed" Hoping someone can help with the structure of the conditional logic. Script is below: let {foundRecordNames, foundRecordDate, linkedRecordID, valStartupID, prevStatus} = input.config()//Set the table to create the records inlet table = base.getTable('TRK: 360° ASSESSMENT')let recordsToCreate = new Array; for (let i = 0; i < foundRecordNames.length; i++){    recordsToCreate.push({

Hey allI have been losing my mind over the last 5 hours.I have a trigger when a record matches conditions to see if some fields are not empty.Then I have a conditional logic step that checks to see what data is in those fields and then execute if they are true.If it does execute, I find a bunch of records. And then I run a nested Repeat for each using the list from the find records step.In the repeat loop, I am going to create a new record. But...none of the data from teh current item is getting passed into the create records step.The weird thing is the preview shows there is data coming in...but the create record step, or a script step because I tried that too, is just not getting the data from the Current Item.Here is my automationHere you can see the da

Tengo dos bases de datos. La primera, llamada "transmisiones" , hace referencia a varios registros porque deben registrarse en paquetes. También tengo otra tabla para registros individuales donde tengo que registrar manualmente los mismos registros, uno por uno.Lo que me gustaría es que al crear una transmisión y seleccionar varios registros a la vez, automáticamente se genere un registro en la tabla de registros individuales.No hay problema con los datos, ya que los registros individuales están vinculados a la transmisión y pueden recuperar la información. El problema es que actualmente el proceso de registro individual debe realizarse manualmente, uno por uno.

Hi everyone,I have an automation that matches keywords to a record. In this case it’s a person and their biography, e.g. I want to tag Neil Armstrong with Astronaut — chosen from a fixed list. NB. I have tried the deep match and it’s too slow for the volume I’m working with.Table A: ProfilesTable B: KeywordsIt compares the two and selects very well, but sometimes it invents new keywords. If I don’t allow the keywords field to be edited by automations, I get nothing. Does anyone have any bright ideas? Would this be better as a script (I had a script a year ago but can’t remember why I changed)Screenshot attached so you can see how I set it up.  

Hey I just saw this a minute ago. How long as this been out for?This is really really nice. Thanks Airtable!!!!!​@ScottWorld where you aware? When sharing this type of things I’m always afraid this has been there for years and never realized lol.  Completely different matter, but would love to have you join the March 2026 AT Community led Hackathon! Make sure to sign up!! Mike, Consultant @ Automatic Nation You

Hi, We’re currently running our business using a software package called Squeegee, but we’ve reached the point where it doesn’t allow us to scale effectively. We’re now looking to build stronger internal systems using Airtable and modern automation tools. The goal is to move away from software limitations and create structured, scalable processes that automate individual tasks wherever possible. At this stage, we’d really value an initial phone call to discuss requirements and explore whether there’s a good fit. Ultimately, we’re looking to build a long-term relationship with the right person, ideally on a retainer basis, where work can be carried out as and when required. If this sounds of interest, please let me know your availability for a short call to understand our requirements and a brief overview of your experience with similar system builds. Kind regards,David Halford 

I am traying to do the code scanning. In normal code development work flow we do the code scanning for vulnerability or exposed API keys. Is it possible in the airtable

Hi, I am looking for help with dates and quarters - we have several date fields across multiple tables that currently use each a LONG formula to calculate fiscal quarters (with specific start and end dates, not just first/last day of the month). I am hoping to find a way to use a table with start/end dates to populate the quarter fields in these other tables. I don’t want to use linked records, I think that would be too difficult to manage given our volume of data. I don’t think I can do it with a formula because I need information from separate tables. Is there a way to do this with an automation? Something like...when X date field is updated, find value from Y table?Thanks for your advice!

Good afternoon, I have a database with a number of different membership categories - e.g. Partner, Society, PAHH - and have set up automations to pass the membership details to generate either a form letter (via MAKE) or email (native Airtable) as a reminder that the membership is due. At the moment, I have multiple automations for each membership category for each of the 4 letters required. This is unwieldy, and there is a lot of scope for mistakes with so many automations and webhooks.All the 4 letters for each membership category are the same, other than the partnership category. I cannot work out how to have just one set of automations for these letters which passes the membership category to either the email or MAKE to personalise them. The problem is that some members are in more than one category, so I cannot, for example, use the membership field as there may be “Partner” and “PAHH” in that field, and I only want the reminder to be sent for one category.

I’m building up a base for my team. We have many workflows/processes that occur throughout the year and I want to track them, so our team stays on track and have ownership. I’m starting with one workflow but I’m running into an issue where my workflow tasks aren’t getting automated correctly when it runs for the month. My base is currently set up with People, Tasks, Projects, Process Templates (Where our workflows are held), Task Templates (where I would like the tasks that are associated with the processes held), Runs (when this workflow occurs), and then Workflow Tasks (where the team would edit and keep track of their tasks associated with this workflow).Two Things:1. When my automation runs, its supposed to populate all 7 tasks into the Workflow Tasks so that the team can start tracking them. However its only pulling up 1 out of the 7 tasks even though my Find Record is showing all 7 Tasks. I have it repeated and for it to create a r

My DB have interfaces with Tally and Zapier, and they just stopped working.When I try connect it in Tally, it recognizes all DBs in my workspace, but can find no tables in the BD.Even tried duplicate the BD and rebuild the connections, but just got the same message: “No tables found”. But all tables are there, and all data’s there…Asked AI about it, and it wrote about API key and Tokens…Help, please?...

Hi Airtable community! 👋I’m working on a base where I track projects and tasks. I have two tables:✅ Projects – one record per project✅ Tasks – linked to Projects (many tasks per project)In the Tasks table, I have a checkbox field called “Completed”. What I’d like to do is:➡️ When ALL tasks linked to a project are marked Completed, I want a field in the Projects table — like “All Tasks Done?” — to automatically update to checked.➡️ If even one linked task is not completed, then “All Tasks Done?” should remain unchecked.Right now, I’m trying to achieve this with: A rollup field in Projects that counts whether tasks are checked (ARRAYUNIQUE(values) or COUNTALL(values)), A f

Unbenownst to us and without warning, we ran into our Business tier automation limits. We run a mission-critical medical company. Is there any way to escalate this internally at Airtable? I have already submitted support tickets and contact forms. Ticket # 01168252. My business is literally stopped right now due to this and the repair process will be significant, and we didn’t have any warning whatsoever. 

I am trying to create a google doc and populate it with data from airtable. The report pulls from a survey table and a linked responses table (~71 responses need to be organized into pillars and topics in the google doc). I have been trying a combination of automation and scripting or the scripting extension and google app scripts to generate the report. With every attempt so far, I have been blocked by 302 redirect errors. Has anyone been able to successful use the combination of app scripts and air table? I love it for the flexibility on formatting, but am not sure how to proceed. 

I have a table where I’m recording goods sold off from our inventory with a checkbox and status change. When I change the dropdown to `Sold` or `Donated` - I want to be able to :  Copy certain columns from one table to another (in the same base) Request certain fields to be completed (sale receipt upload, sale price added, etc)Is that at all possible in Airtable? 

Hi everyone — quick question about Airtable’s native Google Drive sync feature.We use a synced Google Drive table that should refresh automatically about every ~5 minutes. Occasionally, the sync fails or disconnects, but Airtable seems to only surface this through the UI (banner/error state), not through any automation trigger or field.Goal: Send a Slack alert when the sync itself fails at the table level (not tied to individual record changes).Is there any native way to monitor Google Drive sync health or detect sync failures via automations? Or do most teams handle this with a workaround like heartbeat/staleness checks or external monitoring?If this isn’t currently supported, I’d be happy to submit it as a feature request — just want to confirm best practices first.Thanks in advance for any guidance!

I have a main database that stores all the data for my company that is collected from various sources (team member input or customer input but all data is entered through forms) and I need help ideally preventing the input of duplicate records, or at the minimum flagging/alerting the person entering the data that a record already exists.To simplify - For my team member forms:Is there a way I can have a script or automation check existing records for matching ‘Project Name’, ‘Customer Name’, and/or ‘Customer Email’ and if any of these exist already, allow them to update/edit the record. Or, if it does not exist, they can create a new one. If there is no ability available to to stop/alert them while they are creating, can an automation be used to send an email after the form is submitted alerting them that it was a duplicate so they can go in a fix it?For the forms being filled out by the customer:Same as #2 above,

I have an Automation that sends an email when conditions are met that includes Update Record link for Fillout. However the link is emailed as a text field - e.g.  https://forms.fillout.com/t/zzzz?id=xxxxHow do I modify so it sends as a clickable link.I have tried  "<a href='" & {Your Formula URL} & "'>Open link</a>"  and it did not work. 

Hi everyone 👋I’m trying to use Automations → “Generate structured data” to extract structured data from a file that’s attached to a record (e.g., CSV / PDF / image). My automation is simple: When a form is submitted → Generate structured data.The confusing part: when I select the Attachments field as the input, Airtable only lets me choose attachment properties like URL / Filename / Size / Type / Attachment Viewer URL / Expiring Download URL (see screenshot). It’s not clear to me whether the model can actually read the file contents, or if it can only see metadata/links.My questions: Is it possible for “Generate structured data” to ingest an attachment and parse its contents (e.g., read a CSV and ou

Hi everyone 👋I’m an Automation Specialist working with Airtable and Make.com (Integromat).I help businesses:• Build scalable Airtable bases• Design and optimize Make.com automations• Integrate Airtable with Microsoft 365, Google Sheets, CRMs, and email systems• Replace manual processes with reliable, documented workflowsRecent experience includes:• Membership & renewal automation systems• CRM sync with WhatsApp and email workflows• Multi-step Make.com scenarios with error handling and loggingI’m currently available for:✔ Freelance projects✔ Long-term automation support✔ Remote contract workIf you’re looking for help or want to discuss a use case, feel free to reply here or send a DM.Thanks!