Automations

I've a table that generates records through the Airtable built-in form. Each record comes with an ID from an external software. The ID is connected to accounts in this external software, so account 1 could have ID: 123, account 2 could have ID: 1234. What I want is to prevent the same ID appear more than once in the table. In other words: When the form has been submitted and the record has been created, I want Airtable to not delete, but make the user aware of the duplicate in the table. Is the above mentioned possible with an Automation? One think I want to mention is that I can't create an Automation for each ID since we have more than 100.000 IDs (accounts) in the external software. 

I am setting up an automated email and want it to go to the email (will be multiple emails) from a lookup field that has the email address in it. When inserting the Data from the Record and selecting the property that has the emails in it, it gives me options. I can not get any of them to work! The error is that the “To” input is empty. Screen Shot 2021-04-04 at 11.57.55 AM|672x500

Hello all, I am new to airtable and here is my problem: My database has few automations that run weekly (separate times and days). I would like something like a calendar, where I can monitor at any point if any of the automations ran and if it produced a changed output (its not always expected to). I have tried using the timeline and calendar interfaces, but those are based on fields and not automations. Have I missed something, any advice on how I can visualise what I am looking to do?Thank you

I have set up an automation to email myself and my coworker when a new marketing task is submitted through our airtable.Currently I have it set up with me in the to address field, and my coworker in the CC field. When the automation runs, it sends me a duplicate email, and my email is copied into the CC line. I initially had both of us in the To line, but then it would copy both emails to the CC line and we would both get a duplicate email.I've reset the triggers and retested multiple times, and I cannot find a fix for it.

Hi, apologies if this is a duplicate – in my searching, I only found questions about a Gmail integration. I’ve noticed that we’re having issues with automated emails being sent TO Gmail email addresses. The automation works in all other cases, but with Gmail addresses, we’re finding that recipients can’t find the email in spam/junk or promotions tabs. Is there a known issue there, or does anyone have suggestions for what might be happening? Thank you!

Hi,Please guide me about how we can use scripting automation to run through the records of a specific service provider and update the closing balance (just like it is done in excel). I am providing my script below. The problem is, everytime a new entry is created in service provider ledger, the automation updates the closing balance as 0. I can’t seem to figure out what’s wrong.SCRIPT: let table = base.getTable("Service Provider Ledgers"); // Input from automation (recordId of new record)let inputConfig = input.config();let recordId = inputConfig.recordId; // Fetch the new recordlet query = await table.selectRecordsAsync({    fields: ["Service Provider", "Date", "Cr Dr.", "Amount", "Closing Balance"]});let record = query.getRecord(recordId); if (!record) {    console.log("Record not found.");    return;} let provider = record.getCellVa

I am testing an automation setup where a user fills out a form with a multiple select field to indicate the social media platforms and post types they wish to share content on around a singular topic (i.e., they could select Instagram - Story, Facebook - Post and Instagram - Post all at once) and then an automation that creates new records in a separate table for each of the post types selected in that form (so, three entries based on the example I shared above). These created records are also linked to the initial table with a linked records field.The issue I have is figuring out how to update the records in the second table if anything changes in the first table (i.e., the name of the post topic or the social posts desired). I’ve attached my automation setup and am just stuck on how to populate the Platform + Post Type field when the first automation that creates the individual records for each of the multi select options chosen in the initial form.Does anyone know h

Hi all,I am in the process of building an archive base to transfer records to in order to keep our operations base within its record limit. I have set up a basic 1-way sync that does not delete records in the archive base when deleted in the main base.Can I consider record comments to be lost? Or does anyone know a way to copy them to a text field?thx

Hi! I work with an appraisal firm. Each appraiser has his own Airtable base to track jobs and expenses and commissions. When a record in their base is invoiced and a checkbox marked, a record of that job is created in my Payroll base so I know to pay them on the next payroll. I have it set so that if changes were made to the record in the Appraisers' base, Make.com would search the Payroll base. If the record already existed in the Payroll base, it would update the record. If it didn't already exist, the record would be created. It all of a sudden stopped working. It isn't recognizing that the record already exists in the Payroll base. I didn't make any changes to the scenario in Make or the bases in Airtable. It just stopped working one day.Ignore the bottom branch, that’s working fine. It’s the top branch (Pay

Is it possible to check how many automations have been executed in a given month?Thanks

Zoho Writer (wordprocessor similar msword) allows creation of powerful templates for mail merge, form generation etc. Has anyone created any extension to use airtable data to do mail merge for these automation templates.  https://www.zoho.com/documentautomation/

I’m trying to create an automation that sends an email to a table user when a “due date” field is tomorrow.  The trigger and action tests both get green check marks but when I turn on the automation, it shows a fail in the history because there’s nothing in the “To” field. It all looks like it should work so I’m not sure where I’m going wrong. Has anyone been able to make something like this work?   

Hi all,We're working with a List view interface where users use the relatively new manual sorting feature to create a list of approx. 30 materials that make 1 product. I've added an automation to copy these materials over to another product, which works fine except for the sorting.When running test runs with the automation, I noticed that the automation's 'Sort list' step, when set to sort by the 'Manual sort' field, gives a different result than the List view (or data view).In data view, I've copied the 'Manual sort' values into a single line text field and applied the same sorting to that field instead of the 'Manual sort' field. This results in yet another different sorting (which seems most logical to me, placing 'bXa' above 'bXWV' in an ascending list).I've attached images of the automation setup and the different results in data view. I hope this helps clarify the issue. Any help would be greatly appreciated!

Background: We're a Danish furniture manufacturer using Business Central and need to automate our supplier PO confirmation process. Currently, suppliers confirm via email/phone which creates data entry errors and delays.What We Want to Build:Automatic Link Generation:When new PO is created in Business Central, trigger creates unique Airtable form link Each link is PO-specific and pre-filled with PO data (item numbers, quantities, dates) from Business Central Link expires after confirmation or set timeframeSupplier Experience:Supplier receives email with unique link (no login required) Clicks link and sees only their specific PO details Can confirm quantities, update delivery dates, request changes, or split PO lines across containers Submits form which updates our Airtable baseSecurity Requirements:

Hi All.  What’s the best way to set up the automation below—either in Airtable’s native automations or in Make—to reliably populate the linked field with the Trade’s subcontractors (particularly struggling to get the list of record IDs), and avoid reseeding after manual edits?Base: Dupl Construction Project https://airtable.com/invite/l?inviteId=invh3YFKHVkgkcl8h&inviteToken=ebe29e4b636f906f9bde46e9282074acf77e1634caac54dee00c188723eac427&utm_medium=email&utm_source=product_team&utm_content=transactional-alertsThe goal:  when a record is added/updated in the Subcontractor Review table and Related TRADE is set, auto-populate Selected SUBCONTRACTORS (link to Subcontractors, multiple) with all Subcontractors linked to that Trade. It should seed once (only when empty) and remain editable and continue to be linked to the Subcontractor table records to create quote requests from the selected Subcontr

Hello,I have a table with a file field, there I also have a “file url” field where I add the expiring downlad url of that file. As this url expire after 2 hours, I search for a solution to update this url every 2 hours so it stay available. I tried with automations first : Tried a repetition group but the problem is that all I can do is add the whole list of url (separated with comma) from all the records, i cannot find how to add the url of this record only. For exemple I want to have :File url of record 1 = url 1File url of record 2 = url 2File url of record 3 = url 3 But what I have is :File url of record 1 = url 1, url 2, url 3File url of record 2 = url 1, url 2, url 3File url of record 3 = url 1, url 2, url 3 So I tried with scripts, I found a script extension that work perfectly (its named “Convert attachments to URLs”) but I cannot find how to execute it automatically ever

Good day everyone! I want your feedback on how to complete this. I have a table of ‘Projects’ listed and includes a linked field where I select multiple records that represent rooms of a house. This is what I want to do: once I select multiple rooms of the house, I want to auto-create a list for that particular project that includes default furniture and accessory pieces for each associated room of the house. That way, I’m not having to manually write it for each project that comes up. It may be easier for me to create an excel document to include the most common rooms with associated furniture and décor pieces. What are your thoughts? If it’s possible to complete, do you have any recommendations on how to make it happen? Thank you!

Hey guys, I’m working on a custom script, and I need to use the value of a rollup field. I’ve tried:record.getCellValueAsString("Publishing Breakdown");inputConfig.itemsitems is added as a variable which pulls the value from Publishing Breakdown.I either get null or empty array.

I’m struggling to get an automation to work properly with a Find Records action. I’m trying to update a record in a table when a record in another table matches certain conditions.  Here is my current automation: Everything works for both conditions until it get to the Find records action. The records are linked in both tables. In the table initially updated (IRA Projects) the field SOW Form is the link to the SOW & Invoices table (secondary table I’m trying to update a record) In the SOW & Invoices table the field IRA Project # is the link to the record in the IRA Projects table These 2 numbers are the same, so I would think it should be a simple matter of finding Here is my configuration (same for both conditions)

Airtable novice here! I’m trying to create a set-up that will field team names and scores from a typeform trivia survey to create a simple leaderboard to sync to the commonninja leaderboard widget. After *so many hours - whyyy* I finally got the simple set-up ready but for the life of me, cannot get the new entry from typeform trigger automation to work. It seems to fail at the Update Record step. See screenshots of two set-ups below - any help would be so greatly appreciated! Also open to any other solves that might reduce the number of apps I’m bringing in. Also note that I have to set Team Name as a single select with options in order to connect with typeform properly. Arghhh. Halp!!!! Set-up 1 Attempt 

Hey,I have a “project management” table where I keep all my projects, with a lot of different linked records.When I change the status of a project to “send invoice” I have an automation that sends an very basic email to my accountant that looks something like this: Hey!The Project "PROJECT NAME" is done.Send invoice to “COMPANY NAME”:  “AMOUNT” + VATInfo: “NOTES”Contact: “CONTACT NAME”Email: ???Best//OscarI have ran into a problem however, I can’t for my life figure out how to add the “contact’s” email adress. Since the contact is only a linked record from “people” where all the details for that contact exists. I do NOT want to add an email field to my project view, since I have a LOT of people and different other linked records there, it will become a mess. Can anyone help?THANKS!!/O

Hello everyone,I'm using an automation that links to my Outlok account, sending an email via Airtable.After a successfull 15 emails sent, I get the following error message.Microsoft reported an error while processing this action:This action is being rate-limited by Microsoft due to excessive requests.Does anybody knows why and could help me fix it ?Thanks, and kind regards

Hi Airtable community,I’m trying to set up an automation and could use your help.Here’s the scenario: Whenever a new record is created for a specific name (NAME 1) and a new name (NAME 2) (see screenshot for reference), I’d like the automation to trigger a notification to the specific people who have modified the  previous data in the past.  

Hi everyone 👋I’m building matchmaking system using Airtable + Make, and I’m stuck on the neighborhood matchingHere’s my setup: Properties table{Address} field (e.g. Monterrey Street, Roma Norte, Cuauhtémoc) {Neighborhood} (single select → “Roma Norte”,Clients table {Preferred Neighborhoods} (multi-select or linked) – clients can choose multiple neighborhoods they are interested in. In Make.com, I also created a variable neighborhoods_string that looks like this (from {Preferred Neighborhoods} [] array) : Parres El Guarda|Isidro Fabela|San Pedro Mártir|Miguel Hidalgo 3ª Sección|San Andrés Totoltepec|Tlalpan Centro|Tlalcoligia|San Nicolás Totolapan|Héroes de Padierna|Jardines del Pedregal|Roma Norte What I want to achieve:

We have an event that is in multiple different locations. We have a form where they select which location they want to attend. I want to automatically send them the calendar invite when they fill out the form based on their response. Ex: We have an event on Monday in New York, Tuesday in Boston, and Wednesday in Chicago. If they select Wednesday in Chicago they will receive the outlook calendar invite for that specific event.