Automations

Create a script to upload an attachment via SFTP/FTP

Hello. I'm looking for a script or an automation that I can use in Airtable to automatically upload an attachment to an SFTP/FTP site. I have made it work using Zapier and EasyFTP but I was wondering if there was a script that could do this. 

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oreocereusKnown Participant

Need to Populate a Linked Record Field with Automation

WebsInspiring

Big Picture: Im trying to accomplish a process to automatically link records between tables. The use case is automating a process where when a user updates their membership in an external system, airtable creates a new membership record and links it to a user account in our airtable database.  Basically our CRM's membership data doesnt talk to AirTable.  So Im using automations to export the data an ingest it into airtable.  Once its ingested, the membership data needs to be linked with a user record in airtable.The steps I think need to be accomplished.1. In table A, we Create a record with a {user account number} from a database not linked to airtable.2. In table B, I want to take the that {user account number} from Table A and match it to a record in Table B.3. Update a linked record field in Table B with the matched record from step 2.Im struggling with step 3 in particular.  Both the external database, and the airtable user accounts table have the common "

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MicahMNew Participant

Automation to update status of a linked record?

This seems like it should be well documented but I'm having a devil of a time finding a clear example. Goal: When a new Activity is created with a Type of "Posting Closed", I want to update the linked Applications so that it's Status is "Recently Closed".Table structures: ApplicationsActivitiesTitle [text]Type [single select]Status [single select]Date [date]Activities [linked record] Job Postings [linked record]I'd really appreciate some 📸 screenshots of a working sample automation configuration too.Thanks!

716

Jamie_RoodKnown Participant

Linking fields to a Master table using non-primary fields

Hi there,I have a series of quality assurance data for my Online School which has been populated using different google forms and is therefore stored in different google sheets. I am bringing the data into Airtable to use an interface to visualise it better. The tables include:Lessons Videos Graphics Proofing among others.The unique identifiers for all of the records in these tables are the Subject, Grade and Module number. I therefore want to connect these tables based on these fields so I can populate all the data into a single table. I understand that linked records only work using primary fields (in this case, the timestamp), or a script. However, I have not been able to write a script that does not yield an error. Any assistance is greatly appreciated to identify an easier way to do this if possible.Many thanks,Jamie

2168

SelimafifiParticipating Frequently

Exactly match condition

Hello, is there a way of Exactly match a word, I am trying to do an automation that includes Only "Capital" . the condition automatically returns any cell that has  Capital, and the whole point is to only return the cells that contain Capital by itself. in other words, in the look up sheet , there are cells that contain " Capital, XX company", the condition will return these as well as cells with the name alone. I want the cells with the name alone. on Excel you can exact Match. please help. 

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V11Known Participant

broken link for undescore from attachment fileds

Dear ExpertsPl guide we have shared folderd being made up on gdrive to store scan documents and its link (url)copy pasted in base in attachment tye filed - however iif link carrires underscores email received from airtable automation with attachment filed , removes this underscoreso  user is unable to access g drive folder as url itself is wrongrequeting experts to guide on how to overcome on this issue asape.g.currently link in g drive showshttps://drive.google.com/drive/folders/1EsGxBLBHgBNBA76Y3mu_MMotiPK2yKQC3mu_M - unsrscore getting removedin email received it shows--DETAILS ARE UPLOADED ON SHARED DRIVE AThttps://drive.google.com/drive/folders/1EsGxBLBHgBNBA76Y3muMMotiPK2yKQC?usp=sharelink--kindly advise on rectifications suggested

273

eh142New Participant

Error when inputting webhook data into Action

Hi,I'm trying to build an automation using a webook trigger.The webhook trigger shows as tested and working - the results from the test show that the data has been brought into the automation.But when configuring an Action, if I select <body> from the 'Use Data' options - the following error code is shown...pgllESo3M1d8KVF1yThis occurs for any type of ActionHas anyone else had this problem?Thanks!

414

Kostya_SNew Participant

I can not publish a Zap with Gmail as a trigger and Airtable as an action.

My task is so easy. When a new email is received, I need to create a new record in Airtable with data from this email. All things go well in Zapier from start to testing. I see all data from the email in the new record in Airtable. Great! When I try to publish a new zap, I see a new window like in the attachment to this message. I can not publish this zap. Thanks in advance for any hint on how to solve this issue.

183

Jim_GallParticipating Frequently

Export and Import Automations

Is it possible to export a set of automations. I am working across multiple Airtables but require to use similar automations across them all. It would save lots of time if I could export them and import them to different Airtables.

2222

KellyHNew Participant

Duplicating an automation

I use Airtable to run a monthly market.Every month I copy a base table and just change the name to May, June, July etc. I use automations to add new stallholder details from my applications table into that month’s table.My issue is that I can’t duplicate the original automation to send the info to the new table. Every month I have to build this automation again. Nothing is changed, all the fields are the same. I am just sending it to a differently named table that is exactly the same as the original one. It’s a bit frustrating. What am I doing wrong?

441

TASICRLONew Participant

Cannot email non-collaborators on the current billing plan

Hi!, which billing do I need in order for this feature to run?Thank you

3546

jeremycastroNew Participant

Automation Limits - 1st of the Month Reset and Limit on Number of Automations

Hello,I'm seeing conflicting info floating around and nothing within my account settings that indicates when my automation limit/usage resets.And I hear 50 total unique automations triggers per Base is the limit, but there is a way to purchase/add more to our account?Reset Usage:My billing cycle appears to be on the 22nd and we are currently at 37,000/50,000 which seems unusually high in just a week, so it makes sense that it is the 1st of the month.We are on the PRO planI've seen info saying it resets on the 1st and some on your billing date.Can someone help?I have a 40,000 run I need to do on my data base and am worried about using them all up today (13,000) and then being out of automations until my next billing cycle of 22nd.  That would be a problem, esp since we can't purchase more.Total Unique Automation TriggersI've hit my limit of 50 several timesHad to combine some, make them more efficientDelete someI read there is a way to purchase additional automations.  Anyone

1141

climesumerInspiring

Parsed HTML not rendering correctly in SendGrid extension

Hi there, My Goal (Image 1)I am trying to automate an email newsletter to send job postings stored in an Airtable base using the SendGrid extension. Context:In a Jobs table I auto generate the HTML for this list item in a field. (Image 2)In a Newsletter table, I lookup the HTML list items, of the jobs that are included in the issue and put it into an unordered list (UL). (Image 3)The Problem: When I parse the UL {listings} into the Sendgrid extension, it only displays the raw HTML. (Image 4+5)When I paste the raw HTML directly into the SendGrid extension, it renders it correctly. (Image 6+7)The same is true when I use this in conjunction with an HTML template from SendGrid. How can I fix this?Many thanksThe problem: When I parse the 

484

Michael_TownsenInspiring

Find Record Invalid Filter Error still broken

This question summarizes the issue: https://community.airtable.com/t5/automations/find-record-invalid-filter-error/td-p/100768I am running into this issue where the FIND RECORDS step doesnt work. The frustrating part is that it sometimes works... I added a script to delay 20 seconds thinking that was the issue. Email (duplicate) and email in the other table definitely match... there is not multiple matching emails.Totally confused why I'm getting errors. Everything seems to work:    

132

MelagenceNew Participant

get # of unique values within automations

Hi,I'm struggling a bit with a slack automation. the idea: we have a list where all new customer appointments go in. Every day at a certain time the automation pushes the total number of appointments into a slack message. Now we have customers that make more than one appointment and we would like to also understand the number of customers. It would need something like: length of records unique but I cannot find anything like this.thanks a lot for your support!

524

Lukas_KuehnNew Participant

Matching records from two tables

I have "table A" that holds clients. "table B" holds items. I want to see if there is a match for a field value. If "value 1A" from table A is < than "value 1B" from table B its considered a match and i like to receive the recordID for both.

Tonal_Chaos_ProNew Participant

Records not sorting properly in automation script

Hi, I have a track table and an album table. When an album status changes to “ready for release”, I have an automation that finds tracks that belong to that album, then feeds those IDs to a script. The script should do the following: Based on the track info, populate an “internal number” (works fine) Do another query on those same ids, but sort by this newly added “internal number” and another existing field, then update track numbers in sequence. It appears that the new search does not return results sorted according to what is specified in my script. Any ideas why? I also have this script separately from automations, where I go and pick an album manually, and that one works 100%. I’m not sure why the same thing in automations isn’t behaving correctly. // Sort by: // - album (fieldToRank1), // - the newly added main track number (fieldToRank2), and // - nesting sort position (fieldToRank3) // to create and inject Harvest track number in each track. var harvestTrackNumber = 0; sa

517

ncparkerNew Participant

How to change a field based on time passed since a record was created

I'm stuck on how to create this automation so any help is appreciated! I have two tables:Table 1: Each record corresponds to a purchase, with the following fields:"Transaction Date" for the exact date the purchase was made"Cardholder Name" for the purchaser's name displayed on their credit card.Table 2: Each record corresponds to a purchaser, with the following fields:"Full Name" is the purchasers name (exact same name as the "Cardholder Name" from Table 1)."Status" is a single-select dropdown that has the three options: New, Inactive, Active.I have created a working automation that does the following: When a record matches conditions: "Transaction Date" is on or after one month ago, find records in Table 2 where "Full Name" matches "Cardholder Name" in Table 1 AND update "Status" to Active. Essentially, If a purchase was made in the last 30 days in Table 1, this finds the record of the purchaser in Table 2, then changes their status to Active. I also want the follo

273

mamslazNew Participant

Create dates with time from a date without time

Hi all,  I would like to create an automation that triggers when a new record is created. This record contains a field "date" without time. After the trigger, the action is to create multiple records with a field "date" with time. I would like to use the date from the record in the trigger and add a time afterwards.Exple:- Trigger = new record created with a field Date equal to "22-05-2023"- Action = Create 5 records, taking the date of the trigger, and adding time -> "22-05-2023 14:00" ; "22-05-2023 15:00", etc. I have tried to achieve this using a script in the automation but it doesn't work. Somehow the output in the script testing is correct, but the value displayed in the created records are wrong.. Any idea? Many thanks 

181

siliceousInspiring

Expiring Download URL Attachment Filename

Hi,I have been cracking my head for hours trying to find something in Airtable documentation for this.We are trying to upload Airtable attachments to our website (so we don't have to rely on Airtable). Is there a way to:1. display the Expiring Download URL in a field (using some formula) and2. change the the Expiring Download URL's filename (because they look absolutely horrible) using an Airtable automation script prior to sending it to our website?

18911

Ashley_JacksonInspiring

Gmail Automation - Precondition check failed

Building a simple library management system in AT.  Would like to send an automated email reminder to folks with books overdue.  Because AT doesn't allow sending emails to non-collaborators, I have to use the Gmail email action.  I'm running into this error causing repeated failed runs:  Precondition check failed.I'm attaching screenshots of my automation overview and detailed shots of the Gmail portion.  Thanks for any help!    

527

Christopher_CanKnown Participant

Automation Based on Formula Field Result Changing?

I have a formula field in one of my bases that is designed to show us how much work is left to be done before a project's start date.So we have the start date and the number of outstanding tasks.  The formula field looks at those two fields and lets us know how many tasks per day are due.What I would like to do is drive an automation flow in the event that formula field spits out a number that is higher than it was before.  In other words, if we've been at 2 tasks per day but it jumps to 3 tasks per day, I'd want to know that.But I don't see any straightforward way to monitor a formula in this manner.  Anyone have any creative ideas?

262

wisniewskiemNew Participant

Automating Record Updates and Email Notifications Using Tally.so and Airtable

Hello everyone,I am currently trying to set up an automated workflow using Tally.so and Airtable and need some help.Here's the process I'm looking to automate:A user fills out a form on Tally.so, providing their email, name,The form submission is collected in an Airtable base. - Table usersUpon the new record creation in Airtable, I want to automatically assign a code to the person. - I have list of all coupons in second table named CouponsAfter the code is assigned, an automated email should be sent to the user with their assigned code.I believe I need to use Airtable's Automations feature to achieve this, but I'm struggling with updating the record with the assigned code.The problem I'm encountering is that when I'm trying to update a record, I'm getting the whole list of records in one cell, which is not what I want.Has anyone implemented a similar workflow or can provide guidance on how to achieve this? Any advice or detailed instructions would be greatly appreciated!

140

camilledvzNew Participant

create a dynamic form embed to webflow

Hello,I would like to create a job board with webflow and use Airtable as a backend when an application is submitted and send an automatic email summarizing the application (for the applicant and for me)First question :- Does an airtable form can be dynamic depending on the job page ? I don't want to create a new form for each job

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