Automations

Can an automation be created (and how) based on frequency that a particular person in the CRM fills out a form appears as well as the frequency between submissions?Example: B2B partner X fills out a form on our site on June 1 that appears in the Airtable CRM. I would like to receive an alert when there is no new submission from B2B partner X after 60 days. How can this be created?Maybe a very simple logic but I can't come up with it in Airtable automations. Eternal thanks!

Hello, Table 1= I have a list of workshops and a multiple select field "date" which allows me to record all dates when this workshop will be organized the next year. Each line has a unique workshop linked to several dates.I have another table, table 2 or program, where each line is built by a workshop given at a fixed date.I would like to automatically fill in the table 2. That is to say I would like to create a new record in table 2 when a date is added in the multiple select field of table 1.Is this possible? (I manage to create the record, but not to extract the value of the date entered in Table 1 to fill the calendar field of Table2). Many thanks for your help!

Hi There! Fairly new to airtable - and loving it! Context: I’m in the process of developing an interface whereby users can view or create ‘parent’ records, whilst also being able to view and update linked child records. Currently you aren’t able to ‘create’ linked child records in an interface (unless you do them one by one), so I’m looking for a workaround to create those records via clicking a button in the interface to trigger running a script via automations. The script would work on basis of: For this record > create X no of linked records in ‘child table’ (X = numerical value in ‘no of child records’ field) Problem I know there are multiple script examples out there that deal with creation of multiple linked records (namely the script developed by @ Kuovonne in 2020)- but I’m struggling to adapt them to my use case as a lot are built in the scripting app, and throw up errors when using them in scripts within automation . Very much a scripting newbie so any help or pointers ver

Greetings. i am having difficulty narrowing down the conditions for an automation. I want to activate this condition in my automation only if the name of a specific linked record contains the word “Conversation”. I could not make it work using the the linked record name, so i tried creating a Lookup Field that would just reflect the value of the Record name that i wanted. But it still does not work. Is there a way to accomplish this? Thanks for any help you can give!

Hi folks 🙂 Greetings!I'm pretty new to airtable automations and looking for some help please.From the attached screenshot...I have [Live Projects] table with fields like Opportunities(Buy/Invest/Donate etc), Location, City etc., assigned to the individual projects.And I have [Onboarding Data] table that has few similar fields assigned to the users based on the selected interests while filling the online form. Now I'm looking to match the user opportunities/location with the live projects opportunities/location and create a recommended projects for that particular user. So basically once user creates a record in the [Onboarding Data] table it should check if there are any projects in the [Live Projects] table matching with the users opportunities/location and pull that entire projects data to the [Recommended Projects] Table grouped to the user.TIA!

Hello. I am setting up automation and need to program "To" to grab the emails from a field in my airtable base.  For example, when I need to send a report to just the operations department, I want to assign that report to that email group.   I use Outlook Email for the automation.   Here are some screenshots.   I can't get the automation to recognize a field I enter with the email addresses.      I tried a field using the addresses as one line separated by a comma and then tried three fields with a different email address in each.  Neither worked. What am I doing wrong or is there a better way to handle this? The PDF is generated by PDF Generator API if that makes a difference.  Thanks. Wendy

Hi! I am using automations that result in sending an email via the Gmail integration. I am looking for a way to track the emails that I am sending through airtable’s gmail api (email opens). gmail has several ways to utilize email trackers (Chrome extensions, built in methods, etc), but I can’t seem to find a way to make them fire when sending the emails via the airtable automation (tried using “mailtrack” add-on). any ideas on how to make them work? or other ways to track emails when sent via airtable’s gmail api?

Hi, I'm trying to explore using Airtable as my Stocktake system. The idea is using an external form (Jotform, Typeform, etc) I assign a location, scan product barcodes and when I'm done, I click submit in a form and then all the records will be created in a table. The problem I hit is that there's no automation to create record per line of text.. Do you know any work around for this? I am open to use external automation app like Zapier or Make

Hello, for the past few days, we've been getting fails on automated tweets. This seems like an error on Airtable side, right? Is everybody experiencing this now? This shouldn't be about crossed limits, as the limit is based on the connected account right? So it has to be that AT still uses the API v1.1 as opposed the v2.0 version?Thanks!

A question that gets asked often is how to bulk download your images from an Airtable table. There are paid solutions that work (eg via MiniExtensions) but there does not seem to be a good solution that is free and easyish.I found one that works for me.To download the pictures there are 4 basic steps and an optional fifth step to bulk rename those pictures:step 1: download the table as .csvstep 2: get the URLs of each imagestep 3: create a text file where you paste all the URL'sstep 4: use e.g. Internet Download Manager to download via those URL's all the images into a folder(optional) step 5: bulk rename those imagesWhat you need: a text editor (e.g. SublimeText), a download manager (e.g. Internet Download Manager) and, optionally, a bulk renamer (e.g. Flash Renamer)step 1When you download a table as a .csv file and then open that .csv file, the column with the images will instead of an image have the name of the image file + its URL.So every cell in the csv that in Airtable would hav

Hello,I currently have two connections between pabbly connect and airtable.Both connections go to the same base but, different tables.The base is called SQUARE, the tables are TRANSACTIONS & INVOICES.Using the  airtable personal token that I created for this base I should be able to connect pabbly and send any information to airtable I need.1) the connection to the INVOICES table works perfectly with no problems.2) the connection to the TRANSACIONS table is giving me the error.Both connection, use the same airtable personal token and only 1 works.I already try to make a second airtable personal token ( 1 for each table) but, I got the same error with the TRANSACTION tableIn conclusion, it looks like their is some type of glitch not letting pabbly create records on one of the tables of the base but not the other. I need this fixed as soon as possible.  this is what I get in pabbly when sending information to the INVOICES tableThis is the pabbly workflow for invoi

Hi all, My scripting ability is pretty basic, so bear with me. I’m trying to automatically update linked records based whenever a record in a table is updated. Basically as follows. We have a table called “Jobs in Progress”, and each record in that table has separate records attached from time to time in another table called “Tasks”. It isn’t uncommon to have several records in “tasks” linked to one record in “jobs in progress”. Records in “Jobs in progress” have a checkbox called “completed” which is either manually or automatically selected depending on several conditions. Records in tasks also have a checkbox called “completed”, which are usually manually checked. What I would like to achieve is that if any record in “Jobs in progress” has the “completed” checkbox checked (true), that any linked records in the “Tasks” table with the “completed” checkbox unchecked, update so that they are checked, or true as well. The reason for this is that on some simple tasks we overtake the proce

I'm trying to automate the linking of one record (a website enquiry) to another record (an adviser - in another table) i'm struggling to make sure I only link one enquiry to one adviser.I have a formula field {Time Since Last Lead} I was hoping to either create a view with just the record with the highest value in this field or just find the record with the highest value in the automation but i'm stuck.  

Using the Auto-number type field can be great, but it is also very limiting when you need to start with a certain number in particular. And if you create a record and then delete it, the next record you create will not have that deleted record's number, but the next one in sequence. For this Project Tracker, the client started using Airtable for job # 2000 (and they have a hundred more after that), which means they created 1000 EMPTY records just so that they could get to the real data at # 2000+. It's also no good to go out of order, so if anyone accidentally creates and then deletes a job, their list of jobs is not sequential. Yes, we can limit record creation with permissions, but I want to know if there is another way I can automatically create the next job record and set its number by finding the highest number used and adding 1 to it. And if a record gets deleted, I want to be able to start where we left off! For example, I am working in a test version of the base to play ar

Hi I have an automation which is triggered by a checkbox field. The records in the table are recursive in nature with id->parent_id linkages. When I turn the checkbox on for a row it does some stuff and then turns that checkbox on for all the children records.The question I have is - if I turn the checkbox on the topmost parent row on from another automation, will that "Update Record" action in that automation wait for all the triggers to fire in the recursive table or will it the "Update Record" action complete as soon as the topmost parent's checkbox is updatedIs there any way to wait till all the recursive actions are complete?Thanks in advance for your answers 

Hello community,I am a part of a family office specializing in Commercial Real Estate investment, and we're currently working on setting up a streamlined workflow to efficiently manage our investment closing processes.We have a 'pipeline' base that tracks all of our potential investments. As an investment reaches a particular status within this pipeline, we want it to automatically generate a predefined set of tasks in a separate 'workflow' base. These tasks should be assigned to specific users and tagged with the corresponding investment.In our 'workflow' base, we've already set up a table that lists template tasks to be completed for each investment.We're looking for a way to automate the process such that when an investment hits a certain stage, the system pulls the template tasks from the 'workflow' base and adds them to another table. This should be done while ensuring each task is uniquely associated with its respective investment. This functionality is crucial as we often have m

Hi There,I have a list of individuals in a text field whose name often repeats. I want to know the best practice in automatically taking only the unique entries, i.e. only listing each person's name once, and creating an updating list of those entries in a separate table. The idea would be to create an automatic table that lists the names of people if that person's name is listed in the "name" column within a specific calendar month. 

Hello all,Within my team's workflow, there are two tables, a campaign and task table, that we use a good amount. One of the fields on the campaign table is a "Deliverables Needed" column where a campaign owner would list out the deliverables needed and separate each deliverable that is needed by commas. Currently, I have an automation where if a campaign record matches the conditions of having the "Deliverables Needed" not empty, a new task is created with the name of the deliverables needed field from the campaign table. My problem comes when I want a new task created for each deliverable separated by commas rather than the whole field. For example if for one of the campaigns, the "Deliverables Needed" field has "Article, Press Release, Stories," there will be only one task created named "Article, Press Release, Stories." I instead want a new task for "Article", another one for "Press Release," and then a third one for "Stories." I also have other fields I want fil

Hi,I am attempting to build an automation that will help assign a student to the specified time slot.I have 2 tables, 1 of which is for trial arrangement, and another for enrolled students.Both these tables have the following fields:Day, Timeslot, Coach, Location.I have another table for the available slots.There are 6 records with the exact same Day, Timeslot, Coach, Location. (each timeslot can have up to 6 students (regardless of trial or enrolled))When a child is about to enroll for example, a button will be pressed, triggering a webhook to integromat/make.com, which will get information of the record.How can I make integromat/make.com find this slot if it is available, to assign the student to?I've tried doing a search, but it seems my formula might be incorrect, as it returns with a 0 bundle 

Do I understand correctly that this solution https://community.airtable.com/t5/automations/attachment-automation-to-add-and-not-replace-attachment/td-p/104396 (or others) are no longer feasible to take attachments in a Find Records step and append them to a different attachments field given the attachment URL changes in late 2022 https://support.airtable.com/docs/airtable-attachment-url-behavior ?Are we essentially limited to doing this via API or just using lookups?

Hi all,I'm writing after thoroughly searching the forum and endless tries, so I really hope someone can help here...My scripting abilities are very basic but i can read and understand it, and can even write it with the help of GPT &#x1f605As part of a multistep automation, I'm running a script that takes apart a poorly formatted text field from my "form" table (using input.config) and creates multiple new records in my "contacts" table. The script works well and the new contacts are being created with all of the relevant text fields in the new table.My issues began when I tried populating other types of fields.. After lots of searching I fingered out that to update a single select filed it needs to be an object, and i finally managed to do that.Like this:    record['Marital Status'] = { name: 'Single' };   I'm now trying to link another table to these new created contacts. This is the "Families" table and it is already referenced previously in my aut

I am trying to build an automation or formula for this scenario:Student #1 has been enrolled in school from the dates 7/1/2018-6/30/2023. I have a field in this table (Students table) for Enrollment date (7/1/2018) and graduation date (6/30/2023). I need the field " School Years" to populate with the respective school years this student was in school for. Ex: SY 2018-2019, 2019-2020, 2020-2021, 2021-2022, 2022-2023 - this is a multiselect field. This will be unique for every student, as their enrollment and graduation dates are varying...I have build a table named School Years and have the start and end date for each school year as a record. I would love this to be automated so that every time we have a new student and their graduation date changes, it will update what school years they were here for.This seemed so easy to do in my head and I have tried every way to get this to work, but I cannot seem to figure out how to have ALL school years they were enrolled for to show up in a sin

Good morning, I have a loop going trought records: before the loop, im creating a json file, and I add elements of eache records im going trough in the loop? In the update record inside the loop, im chaning the record where the input empty json file is, so at the end, the input file has now a new value. At the next iteration, the script should add an element in a json file with  1 element inside, but instead, it is using the empty json file created before the loop. Ive checked the input value, I don't overwrite the file, it should correctly add a value, the problem is that the loop on airtable donc update the value if it is still in the loop, any solution to make sure Airtable will use the updated version of the cell where the json is instead of the first version?

Hi, I used this automation for 1 year, and it has always worked, but today it started to fail to run. It is just an easy automation; when my customers fill out a form, a record is created in a table, and the automation sends an email. What can I do to solve the problem? I also tried to create again the automation, but nothing!Thank you   

Hi! We have set up a view in which products with a value lower than 3 end up. Then we are alerted by SMS. This is our stock level, which is also entered manually. As soon as we change the stock level manually, e.g. to “12”, two automations are triggered, as this is first triggered with the value “1” and then with the value “2”. Is there a way around this problem?