Automations

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!

We've built a ticket management system and every ticket has a "Status" and "Assigned To" field. I'd like to send a Monday digest email that lists all tickets "Under Review" - but send as separate emails to each person who has been assigned a ticket and show just their ticket details. I was able to start with this article, but this automation only sends 1 email, which I can send to everyone listed as "Assigned To". https://support.airtable.com/docs/how-to-create-email-digests-with-automationsIn the To field, I've put the List of Emails from Assigned To found. This produces a result like "Name 1, Name 1, Name 2, Name 3, Name 3".Instead, I want to send individual separate emails to each person, showing just their tickets. Is this possible?

I have a script that retrieves data from a google photos library using google apps script and writes the data to a airtable base, I have no coding experience and have generated the script through Chat-gpt. The script retrieves all the album names and the number of photos in each albums.          What I want to achieve is that a script should delete all the existing records in the specified base before writing new records to it, using google apps script. Can someone please help me by modifying the script for me?Here is the script that i use to retrieve data from google photos library and write the data to an airtable base: function syncAlbumData() { var apiKey = "apiKey-accessToken"; //paste your api or access token here var baseId = "Base-ID"; //paste your base id here var tableName = "tab3"; //paste your table name here // Get albums from Google Photos var albums = []; var nextPageToken = null; do {

Different usage limits for Automations depend on your Airtable plan. See the screenshot below for a quick highlight, or visit airtable.com/pricing for more details.

Hi,I'm pretty new to Airtable, and I've set up a table with a list of students that my organization works with at a certain school district, where each record is an individual child (we only work with some of the children in the school district). I've linked that table to another one that has a list of all of the reading assessments completed by all children in the school district, where each record is an individual assessment("Mastery Test" = MT) .Here's part of that first table (record = student):Here's part of the second table (record = assessment):I've got the formulas set up that I need, but it's been extremely time-consuming to manually link the records between the two tables (there are over 1,500 students & 36,000 assessments). 

I am creating rows of tasks that apply to various places or singular places. I want to ensure that each place gets their work done. Column A - task name Column B - Task template created? - yes or no dropdown Column C - Locations applied to - dropdown lists "ALL" and the individual locations Column D - Completed task or not? I want it so that if Column C says "ALL", it duplicates it automatically and creates one row for each location to be completed. How do we set up that automation? Can Airtable do arrays like that based on a dropdown? I'd also like it so that if I add another location to the dropdown, it creates one.

I am trying to run the following script: const tableDeals = base.getTable("Deals") const queryDeals = await tableDeals.selectRecordsAsync() And I am getting an error “Your script exceeded the 512MB memory limit.”. Though the Deals table has only about 3500 records and weighs about 4 MB. What am I doing wrong and how can I fix this? Thanks!

Hi all,I try to run this script :"when a button is clicked in an interface this script is running. It's pointing to another automation triggered by this webhooks to create a new record in a table.  const URL_AIRTABLE_WEBHOOK = 'https://hooks.airtable.com/workflows/v1/genericWebhook/XXXXXXXXXX/YYYYYYYYYYY/ZZZZZZZZZZZ' let config = input.config() let response = await fetch(URL_AIRTABLE_WEBHOOK, { method: 'POST', body: JSON.stringify({'dossier_record_id':config.dossier_record_id}), headers: { 'Content-Type': 'application/json', }, }); console.log(await response.json());  But It returns :ERRORThere was an unexpected error while executing your script.I'm tired and I don't see my error... After all I want is to create a new record in a table when a button is clicked... is there another to do that ?Thanks !

Hey guys,I have a script that I pulled from this post. I want to use it in automations, but when I post it into "run a script" it doesn't work.How do I convert the script so that it works in automations?Here is the script: /** * Airtable Field Split Script * * For each record in a given Airtable Base, read the value of one cell, * interpret that value as a space-separated list (e.g. the value "a b c" * becomes "a", "b", and "c"), and store each value in a corresponding * destination cell. *

I will be SO grateful to whoever can help me out with this:Context:I have a two FREE workspaces (legacy and non-legacy). Both accounts show this message: On your billing plan, you may only email collaborators with verified emails. See more plans.In my non-legacy free workspace, I have set up automations to send out reminders and notifications to ~20 emails (users). These users do not need collaborator access or read-only as they do not need to view the collected form data (and I'd prefer they did not have access to view for one form). However, I am willing to invite them to "read-only access" if it will ensure they will receive the notifications/reminders I have set up.I am wondering if I need to transfer the base into the legacy workspace or if I can keep it in the free non-legacy workspace (I have seen that there may be a limit of 5 collaborators/read only access use

Hello, I have a huge airtable base, with multiples photos in single cells. I am using make to retrieve thoses photo, however I only get the first the first photo, after this it goes to the next record. How do I get every elements before going on?

Hello! One of my bases on Airtable is a lesson scheduler where the lessons are rows which include lesson details such as the date & time, boat and two linked fields - one for the instructor and another for the students which both are listed in their own tables. I set up an automation to email students the day before their lesson to remind them/confirm they are set for the lesson and that has been working really well. Over the weekend I have put together an automation that emails the instructors with a weekly rundown of lessons they will be teaching, and while it works I am having a small issue, the html grids in the email display the records in a seemingly random order (not chronologically). The way I have it set right now is: The instructor email automation is triggered at a specific time and day and then does three things: finds records where instructor is ‘Instructor X’ and date/time is within the

I've built a Slack automation that posts notifications to a channel when user requests are fulfilled. I would love it if it would "@" mention the requester to notify them when it's posted, but in testing I found that while it would show the display name (e.g. "@Anna"), it isn't activated and doesn't trigger a normal Slack notification. Has anyone found a way to make this work?

Hey, I am a complete Java noob and I'm currently trying to write a script that looks up a record (atOrgID) fetched from a previous search step, and first checks if a specific field is already filled. If so, I want it to add an additional value to the already existing ones in that field, if not, I just want the script to update the field with the provided value. This value is also taken from a previous search step (productId) With the help of chatGTP I created this script but it doesn't perform any updates:  let table = base.getTable("Org2") let field = table.getField("Product IDs") let inputConfig = input.config(); const atOrgID = inputConfig.atOrgID; const productId = inputConfig.productId; function addProductIDToRecord(atOrgID, productId) { // Holt schon existierende Einträge in dem Feld "Produkt ID" table .selectRecordsAsync({ fields: [field], recordIds: [atOrgID], }) .then((queryResult) => {

Hi,I'd like to know how I can move specific rows of data to another table. I have already created an auto move using the extensions however I'm not 100% sure if this will move all data or if I can select what gets moved.Thanks.

Hello,i am authenticating to one of our integration using Oauth mechanism as prescribed in airtable docs,after granting access in the airtable, the accessToken is generated in only few cases but not all the time. There is no change in the flow and code. But the successful authentication is intermittent. The "/authorize" is working fine all the time. but the "/oauth2/v1/token" fails sometimes.The request have the following params: code, redirct_uri, grant_type, code_verifier. The integration has client_secret, so client_id is not part of the request.When the request fails, i get the Response as:  '{"error":"invalid_grant","error_description":"Unrecognized grant code"}' . 

We use automation to combine records from more than one field and find that they remain in the automation field when a record is deleted from one of the original fields. Is there a way to remove these linked records from the automation field when they are removed from the trigger field? We don’t want to clear all the linked records, just the removed ones.  

I need to run the  same automation  in  multiple bases.  Is there way to share the code across basis?  Are  there any 3rd  party extensions that do that?  Thank you

Used Case Scenario:Table Set Up:I have a Requests Table, a Designers Table and the North America Availability Table.Requests come into the Requests Table but based on the requested roles, there are automations set to create a linked record in the NA Availability table for each of the requested roles. (i.e. if a request comes in with a request for a coordinator, program manager and a director, 3 new records will be created in the NA Availability table)The Designers Table is also linked to the North America Availablity Table so that any requested roles and any designers who are considered for these roles are linked via the Designers Table.  A new request for a coordinator has been submitted (this record will have an "Open Need" tag) - see image 1I originally add "Lisa Bauer" as a potential option (under the Being Considered field) - see image 1An automation will create a new record in the same ta

Hello everyone,I am trying to create a button automation in the interface designer that will change the status of a customer from "Lead" to "Customer". I've set up the automation, created the button and added it to the interface. Manually the process would look like this: Everytime an employee successfully turns a lead into a paying customer, they log a record called "Outreach Log" in the Outreach Table. Employee information is linked to Outreach log since there could be multiple outreach attempts to one Lead. The employee information includes name, email, etc. etc.Currently, our colleagues would have to manually add new records via interface forms: link to Lead ID, type of outreach, date of outreach, and outcome. I also have the "Log Submitted By" data field that pulls who submitted the form via their Airtable Login.Now that I want to automate this process, everything works except the "Log Submitted By". Is there any way around this? It se

i'm trying to automate the following workflow:A colleague fills in a form and it is submitted to create a single row in A sheet. This includes multiple dates associated with a new project. Example:Sheet 1 single row: project title: uncover | project start date: 12/23/2023 | project end date: 12/23/2024 | Milestone 1: 1/1/2024 | Milestone 2: 3/1/202mOn submission of the form, the dates from the new entry/project are used to create activities/new rows in another sheet. This allows me to populate a Gaant automatically:Sheet 24 rows created:Project duration | Project title: Uncover | Start: 12/23/2023 | End: 12/23/2024 Milestone 1 | Project title: Uncover | Start: 11/1/2024 | End: Milestone 2 | Project title: Uncover | Start: 3/1/202m | End:  I've tried a few times to do this and get various errors. I think I am probably approaching the proble

Hi,I'm trying to automate one task in Airtable.To give you a bit of context, I have a database in Notion containing Website articles. I'm sending the records to Airtable using a 3rd-party software. The data is sync in real time.I would like each new record that comes in Airtable database to be sent to a new database where the data is not sync. The other records that was sync up in the past shouldn't be updated.Any idea how to achieve this in Airtable?