Automations

I can't seem to figure this out:How do I Automation - After Form Submitted - Send Email - I'd like the email to merge fields into the text of the email which are their answers

Trying to use this to create records based on a template and everything looks correct, but when we ran, it returns an error.Any insight would be appreciated. Thanks!

Hi,I'm trying to create a script that copies a record in another table, and there is a record linked to another table (agents). If i try the script when the record has 1 agent it works, but it crashes if it's more then one agent. This is the problematic part of the code. How can i fix this?  let recordID = await task.createRecordAsync({'Detail' : inputConfig.detail,'Agent' : [{id:inputConfig.agent.toString()}],});

Hi All, I am having an issue trying to create an automation in my process.The scenario is as follows, when a new record is created in a table called Project Stage v2, by selecting a linked field column called Master Project List, I want the automation to select the 7 values in the linked column Project Stage Template. The output needs to be a new row for each of the 7 values from the project stage template to match the new value added in the Master Project List.See image below. 0001-001-Test 2 has been added and I would like the row to be duplicated 6 more times so that each row will correspond to a set project stage as we can see on 0002-002 Test2.Any help would be greatly appreciated! 

Hi, all!I'm trying to automate a social media content calendar and am having issues automating the date of each record.Every month, I'd like Airtable to create records ("Content Topics") and autopopulate the date of each record to a specific day of that current month. For example, "Content Topic #1" should be dated on the 1st day of the month, "Content Topic #2" should be dated on the 4th of the month, etc. Ideally, I'd also like this to have some flexibility—in that, even though it automatically creates a record with a certain date, I can manually change that date if necessary. For example, if "Content Topic #2" record is automatically given a date of "July 4, 2023" (for the month of July), I'd want to be able to manually change that specific record date to July 5 (because I don't want that post to go out on Independence Day). More simply put, I'd like this automation to have the flexibility of a "date" field as opposed to the inflexibility of a "formula"/calculated field. I

Here is the use case (for 20K + records so definitely want to automate it):I have 5 different multi-select columns that are tags which describe the primary field/ record. For example:Field 1: Oranges, apples, bananasField 2: Box, cup, bowlField 3: Human, cow, dogField 4: Blue, red, yellow Then, I have different fields where I want to exhaust all possible combinations, for example:Tag 1: oranges, box, human, blueTag 2: oranges, box, human, redTag 3: oranges box, human, yellowTag 4: oranges, cup, human, blueAnd so on and so forth. You can see that this creates very many possible combinations. And in some instances there could be 10 tags selected in one field. And to do this manually across 20K records would not only be incredibly time-consuming and tedious, but there is a lot of room for human error.Is there a formula/ script/ automation that can help auto-tag "Tag 1, 2, 3,....." fields each with one unique combination of tags from muli-select fields where tags exist?And, as a new r

Hello,This is my first day with Airtable and I have a question. Ill be importing data via a webhook. Just one location per import (or filled out form that is imported to my Airtable). I I've connected each location to a individual ID for future export. I connected the ID's to all possible locations to choose from, and I want the ID for the imported location to show up besides it. However the ID's dont show up automatically.Probably a bit of a messy explanation, so here are some pictures:The first picture is where I want the ID's to show up. So beside the "ort" column is the "ort ID". I added this ID manually to make it more clear. On the second picture are all the possible "ort" and their respective ID's. So when importing a "ort" from my website form (automatically) I want Airtable to pull the correct ID from the other table and display it beside the "ort" on the first place. How do I do that?  

Need help with a Running Total automation script. Here is the script I have doctored from Airtable sample called Running Total.Need to update current record Balance field  (X) by adding the value of previous record value of Balance (Y) plus current Income value (I) or minus current Expense value (E). Formula should be X=(Y+I-E). Here is the logic:Trigger: When Form Is SubmittedAction: Run ScriptHere are my data fields: Date, Income, Expense, Balance, Autonumber.Previous Record: Autonumber 113 has a Balance value of $4,400.93Current Record: Autonumber 114 has a Balance value of null, Income of $1, then updated Balance value is $4,401.93.Next Record: Autonumber 115 has a Balance value of null, Expense of $5, then update Balance value is $4,396.93.Need help updating my script to look at any null Balance value and update it with the Balance value from the preceding Autonumber. Also needs to update all Balance values. If Income or Expense is updated on a previous record, it should

I have two tables, Projects and Employees. Employees are assigned to a Project as a linked record. I'm trying to create an automation that on record updates and creation of the employee field on the Project, a note field is updated with something like "Employee A assigned to Project B on X/X/XX" to keep a history of the assignments. How do I find the note field of the Employee to update when the change happened on the Projects table? The Find Records action won't let me select the Employee Name or RecordID. 

I have an automation that is sending a payment receipt to a client The document of the receipt is in an attachment field of my base and I want to attach that one file to my Gmail using the native Airtable automation.Please see my Loom below for details.https://www.loom.com/share/635ea73ecb1b46b390f91e25fcedf0a6?sid=3b203e01-804c-4550-831f-abac3537c332

Hi,An erroneous automation setup has cost all my automation credit all 50,000 in a fee hours.  Hoping to get it temporary increase in credit to run our business function.  All our workflows have stalled. Need urgent help. Much appreciated  

I would like to ask the Airtable community users - what is your experience integrating Airtable with platforms for online courses and online community, like Teachable and Thinkific??? Are these platforms friendly to Airtable integrations?I am asking because my nonprofit has been using Kajabi, however, it doesn’t play nice with Airtable or other integrations. Because of this our operations are unnecessarily complex. Anyone had success linking Airtable with these or other e-course/online community platforms? TIA!

Hey friends'I'm building an automation that will detect when a customer is in "Followup" status + 3 days have passed since he entered the list.I want that when this condition is met (I have already built the condition) - the system will fire me a webhook with the customer's information.I understood that this can be achieved via Run a Script but so far I have not been able to find the correct code.If it is not possible to fire a webhook with the customer's information, I would appreciate your help in firing a webhook only with the record ID.Has anyone tried and succeeded yet?Thank you!

Hi, I have a many to many relationship within Airtable and trying to link them with the "Linked To" Field.One distributor can be associated with either multiple manufacturers, or other distributors. A manufacturer can also be associated with another manufacturer.--- Project ---My goal is to find the most commonly used manufacturers between distributors.The manufacturer is for Packaging Automation equipment, namely a manufacturer who has a machine that can fold up a box automatically, around 20 per minute.There are many distributors though, that sell a box folding machine, but also with some sensors, some conveyor belts, and then maybe a machine also at the end that can fold the box, or stack the boxes, etc.In my example (real life), there are manufacturer names Syntegon and Econocorp. And then there is a distributor called "Bay Pack." Bay Pack uses both Syntegon and Econocorp machines. And they also use another distributor who specializes in Conveyers, called SLR Systems.I decided to k

Can anyone help me? I have an airtable set up with a start date and time and and end date and time for workshops I'm holding. I need to export it to google sheets so I can upload them into my ticket system. When I export the date it come in the wrong time. I've been playing with sheets with NO LUCK! This is a link to a public sheet of what I am trying to do if anyone would look at it and help I'd be forever grateful! See notes on the sheet in red. https://docs.google.com/spreadsheets/d/1m1nd5eKUod2kap9ELEctocg9BptIzKMogjJert5XCUM/edit?usp=sharing

I'm sleuthing but not getting anywhere - would be grateful for pointers for the following which is the crux of my business.  Is this an automation? Or a script? Should I start looking at Make? Thank you so much. Table A - Long List of People (500+)Table B - List of One-off Events (500+)How best to create Table C - Shortlist (50+) people going to 1 event?I've seen the Event Tracking Base and understand the connected table structure but there are so many People/Events and wondered if, instead of manually typing the person or event into a field, I could go to Table A, scroll through and tick let's say 50 people to go to 1 event in Table B, and have that create a new separate line item record in Table C that I can then use as a lead to chase (without creating duplications if they are already on the list)  

Hi, I can’t connect google drive with the airtable account in the automation “update google docs”. It send me this when i go in sign in : Can someone help me ?

I want to do upsert using field of type decimal as matching field, but it does not work if number is whole integer, like 12 or 12.0. Item was not updated and instead was inserted new oneI know it is possible to use some hack, sending number as a string with exact precision and using option typecast: true, but it would not fit my automation task 

I have a script that runs in google apps script and deletes all the records in a airtable table one by one, since I am new to coding and don't know how to code can anyone help me to modify the script to delete the records in batches of 10. I used chat-gpt to generate the script.The script that deletes airtable records is:function deleteRecordsInBatches() { var airtableApiKey = "API_KEY/ACCESS_TOKEN"; //Paste your apiKey or accessToken here var baseId = "BASE_ID"; //Paste your baseId here var tableName = "tab3"; //Paste your tableName // Number of records to delete in each batch var batchSize = 10; var tableUrl = "https://api.airtable.com/v0/" + baseId + "/" + tableName; var headers = { "Authorization": "Bearer " + airtableApiKey, "Content-Type": "application/json" }; // Fetch the initial set of records var recordsToDelete = fetchRecords(tableUrl, headers); while (recordsToDelete.length > 0) { var batchRecords = recordsToDelete.splice(0, batchS

I have table with many fields, all set to Simple String, and the automation simply logs all the payload from a web hook. I periodically but inconsistently get the dreaded "Fields" could not be converted to a string error. I am trying to troubleshoot WHICH field it is given, but I am not able to find any additional details in the run history other than "Fields" could not be converted to a string. Is there a log somewhere where I can see exactly where the error occurred so I can troubleshoot and fix the error? Or are we simply left to guess where the error occurred?

I have a table that has a parent child relationship setup through ID and parent_ID fields. I have number fields on each record and when an automation is triggered I want to add the child record's field 2 and field 3 values to the parent record's field 1 value. I've setup the automation to trigger from the child record. It looks up the parent record, but when I try to update the parent record and set it's field1 value to current field1 value+child field 2+child field 3, I get an error.How can use a simple formula like "+" in the automation action?

I am wondering if the following can be done and if Airtable can execute what I need. Below is the overview:Import from Excel/Google Sheets business financial data (turnover, profit, costs) Hold in relevant columns within Airtable, referenced to the specific businessAutomatically classify data into different fields if terminology is not perfectExport this data into a preformed Excel spreadsheet, with the data being entered into the correct fieldsThis might sound simple to some, complex to others...we are just looking to take financial data, upload and get the system to classify and spit this out into a different form in a specific format, for use by a different team.TIA

I am trying to create an automation and I am trying to setup a POST webhook using the documentation at: https://airtable.com/developers/web/api/create-a-webhookBut every time, I get a syntax error in the first line. I have ensured all the correct data was entered, like my BaseId, Token, and Webhook URL.I am stuck! Any guidance would be incredible 🙌 

Hi guys, I am wondering if someone has figured out to add a signature to the Gmail, send email action in Automations. I have tried a direct pase and using html? The automation works perfectly, but the signature is an important factor that I am hoping to add.

I am hoping to use the new "repeating groups" feature to send me an email reminder a week before the due date for all the records in my base, which has several tables. When I go to "find records," it makes me choose just one table. Would it be possible to pull the records from all the tables at once so I don't have to remake the same automation for each table? I figured the idea of "repeating groups" was to avoid remaking the same automation over and over. Thank you!