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  • 5,195 Topics
  • 16,196 Replies
5195 Topics
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Matthew_WeidertNew Participant
asked in Automations
Sorting linked records in automation script for summary

Hi there - looking for some help sorting linked records by ascending date in an automation script. Tried using sorts in the query, but no luck so far. Appreciate it!

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Jose_CKnown Participant
asked in Automations
Gmail automation with a lookup field as recipients

Hi all! Im trying yo send a gmail with an automation, I want to send an email to a list fo mails which are in a lookup record separated with commas. I try to do this but the test says that my To field is empty Some help, pls? Many thanks

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Richard_Willia1Known Participant
asked in Automations
Trigger automation from a button in a view

HelloI am putting together an automation which will email our staff their rota, I would like to do this from a view in the base, rather than an interface as I am yet to find interfaces particularly usefulI don't see any way to do this - unless I do something funky like call a webhook from a script on a button in the view. Am I missing anything?Thanks!Richard

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TheTimeSavingCo
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Chris_CrossNew Participant
posted in Automations
Automated Notifications

We're exploring Airtable as a project management tool to be used internally and one of a must-have features is sending alerts to Slack or email, so that respective team members get notified when there is a certain change to the project status, activity, etc. This step is crucial for us as we need to ensure our managers don't miss any deadlines when action is required. I've seen the built-in alerts automation but have yet to test it. Being new to Airtable, I was hoping to hear from fellow users whether this feature performs well and consistently or if it may be worth looking at 3rd party data alert tools? If so, what tools would you recommend exploring?

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TheTimeSavingCo
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LanaiNew Participant
posted in Automations
Automatically Submitting Form When a Specific Date is Reached

Is it possible to have the below happen?When 30 Days from an Event Date is reached, an entry is automatically added to an already created Project Tracker (To-Do) list. For example, as an event company there are many things we do for EVERY event (reoccurring tasks) at various milestones (30 days out, 7 days out, day before, etc.) and rather than fill out the Project Order form that places that "to do" item on the Project Coordinators tracker of tasks, we are looking for a solution to have it automatically added at the milestones. The Project Order Form was built so anyone on our team could "order" a "task" from a Coordinator, and that Coordinator will see their list daily with the various due dates, mark them in-progress, done, etc. so we can visually know where we are at. // Instead of ordering the reoccurring tasks, is there a way for an automation to add an entry to the tracker (or submit the form) to appear on the list of things to do, with name of task, due date, etc. ?

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TheTimeSavingCo
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HHuynhNew Participant
posted in Automations
Time into UTC in Email Automations

Hello, I know this issue has been raised several time and I do following the suggestions by using formula  DATETIME_FORMAT(SET_TIMEZONE({Date}, 'Asia/Ho_Chi_Minh'), 'DD/MM/YYYY'). However, on my automation sending email with the body content the date, it showed nothing as attached picture below. What should I do? 😞  

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TheTimeSavingCo
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hanabiNew Participant
posted in Automations
Automation that finds similar records and updates based on maximum value across those records

Thanks in advance. I'd like to:Upon creation of a new record, find all other records in the table (or a view) that also share the same value with the new record in two linked fields, look at the new record and all the similar records and identify which one has a maximum value in a specific field, update a field in all the records that are not the maximum record.An example (ignore the real life use case), I'm recording phone calls between sales people and companies. I have a table for each of sales people, companies, and phone calls. Sales people create a record to log their phone calls, select the company they called, and indicate how many minutes they were on the call. They create multiple call records with multiple companies in a month, sometimes the same company multiple times. When a new call record is created, I want an automation to update a field by adding a simple "yes" value for all the call records that meet the criteria of being 1) the same sales person in the new call recor

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TheTimeSavingCo
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tesscelyNew Participant
posted in Automations
My percentage token doesn't match my data

Hello to you all, I am trying to create an automation where percentage is taken from the data set to be autocomplete in a gmail message. Unfortunately, whenever I try to put the token in gmail, it doesn't appear as percentage but as the formula (e.g : 75% appears as 0.75). I have tried everything - changing the field type (number / single text, long text) and even try to do formula but nothing seems to help... And another thing : I have tried just putting the number and adding manually in the gmail message the sign "%" and now, my data won't appear at all.. If someone as the solution, I will be really grateful !Thank you 

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TheTimeSavingCo
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furucia2023New Participant
posted in Automations
Automatization progress number based on another table updates

Hello everyone!I'm a project manager tracking OKR progress based on milestone achievement. I currently have two tables in Airtable: one for tasks (where I have recorded the milestones) and one for OKR (where I have included a progress field). Both tables are joined so that each task has one or several OKRs assigned to it. So what I want to achieve is that once I complete a task (modify its status as closed) it automatically updates the progress percentage in the progress field in my OKR table. Does anyone have any recommendations on how I can do this?

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TheTimeSavingCo
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MathieuCharlieNew Participant
asked in Automations
correspondence system between 2 tables

hello, is it possible to create a correlation or correspondence system between 2 tables and many criteria such as a table where users record about ten criteria and when the second table finds as many criteria corresponding to the first table this would create an action? I hope I was clear enough. it's a bit like a search system for a person who wants to buy a vehicle and enters their criteria into the website so that they are offered corresponding vehicles.

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TheTimeSavingCo
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Sigurdur_HermanInspiring
asked in Automations
Automation works in tests, fails in live runs

I have an automation which, when a new record is created (a new student joins the school), finds the linked record in another table (Zapier-connected table with info the student fills out in Calendly) and updates the new record (the permanent student info) with information from the Zapier table. The automation then goes on to find a linked record in yet another table (the teacher assigned to the new student), and sends an email to an address found there. See screenshot.When I test the automation everything goes smoothly, both if I test each step individually and when I test the automation as a whole. In live runs, though, the emailing step always fails because "the to input is empty".It seems like the automation just doesn't find a linked record in the teachers table. Again, it finds a record no problem in tests: it's only in live runs that it doesn't find a linked record.This seems like a similar problem to this one, but I can't figure out how to work around it or make it work.Any ide

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ScottWorld
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Gerardo_HormazaNew Participant
posted in Automations
Referencing Lookup fields

Hey everyone, I’m having trouble referencing my Lookup fields in my automations. Every time I try to reference them in my automatic Slack messages or my automatic e-mails, the reference throws empty values, rather than the lookup value that is actually shown in the cell. Am I doing something wrong? Does it make any sense to try to work around the problem via scripting or by running a “find records” action? Thank you very much in advance

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Charlie_HugoNew Participant
asked in Automations
Generating an Automated email from a lookup field

Hi all, First time poster so forgive me if I’m posting this incorrectly. I’m trying to create an automation where by an email is sent at creation of a new record (through a form). That task seems simple enough, but I’m struggling to connect a separate tab into the flow. The desired flow is as follows: User submits a completed form which includes a division field (ie, business group) There’s a lookup to a separate tab which pulls that division contact(s) into the view automatically Automation then sends email notifying the division contact of the new record for their review. Problem is, I can’t get the lookup reference to the division contact to pass the automation test. It continues to say that I’m not referencing a valid email address, which is true, as the lookup is not returning a value but a string. Any help is appreciated. Glad to answer follow up questions.

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Richard_Willia1Known Participant
posted in Automations
Automation email steps and Date Time fields

Once again it appears airtable haven't realised that maybe it's useful if dates and times can actually be used in reporting - from what I can see when using a list record source in a send email automation step there is no way to get dates and times to display in the time zone specified in the table. Instead they will only ever show in UTCThis makes automations useless for anything involving date times.I dispair.

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Jim_Webster
Jim_WebsterParticipating Frequently
asked in Automations
Make 2 copies of a record

Hi - this seems simple but when I tried it I just got into a loop generating records 🙂When I create a new record, and fill in one field (a lookup) and this record also has an autonumber field (say 1) could Airtable automatically duplicate the record twice (so you would have 3 records auto - numbered 1,  2 and 3) with the same lookup selected?I guess this could need a button / script not an automation but I'm a bit new to itThanks much appreciatedJim

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Jim_Webster
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ShoInspiring
posted in Automations
Multi-line text received from webhook

I would like to receive a multi-line text received from a webhook, but it does not work.For example, when I receive {text : "Hello\\nworld"} from a webhook,it becomes "Hello\nworld" and no line breaks.Is there any way to do this?

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ted_ellisNew Participant
asked in Automations
Automation to Link a record based on date

Hi, I have 2 fields:Transaction Date - date fieldand Month (For Reports) - linked fieldWhat I want is whenever a date is set under transaction date, it should automatically link to the corresponding Month - linked field. I know this is doable but I can't seem to wrap my head around how to do this. I hope someone can help me figure this

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username1New Participant
posted in Automations
Create a record in the same room as another existing record

Hello everyone, As a event planner, I would like to set some automations to create another record when one specific is created. I would like to create a record "Set Up" when I create a record "Meeting" in the same room, to have the set up already writen in the planning without having to write it myself.Do you know a formula to automatise creating a record in the same room ? I tried IS_SAME({ROOM NAME})Thanks in advance 

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FlywheelConsult
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LilyairtableNew Participant
asked in Automations
CONCANATE Error - Sorry, there was a problem saving this field. Invalid formula.

Hi there,I'm getting this error when trying to create a concatenate formula. The field used to have a concatenate formula in it, then I changed it to autonumber and now i'm trying to change it back and it won't work... what's happening! Thanks 🙏 

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Kaden_BusselNew Participant
posted in Automations
Creating a multi-user automated workflow

Hello,I am trying to create an automated workflow for a due diligence process. It consists of 4 different parts split between 3 people. Each step has to be completed before the next one can happen essentially. I tried to create a workflow by splitting each step into it's own table and then linking the records across these tables, but I would like it to look much simpler. Any help with this is much appreciated! Thanks.

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FlywheelConsult
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Jessica_CrockerParticipating Frequently
asked in Automations
Automation to send an email with names of who signed-up to an event with today's date

We take bookings online for a fortnightly gardening session, and the attendees' details are then added/ updated in an Airtable list.Before each fortnightly session, we currently manually send the list of who is signed up to the session leader which feels inefficient! I have setup the Airtable/ bookings so that the dates people signed-up to auto-populate, currently as a list since they may sign-up to multiple dates, eg "03-05-2023, 17-05-2023," etc. I'd love to find an automation which searches for today's date in this field and sends an email to the leader with the sign-up people but I can't see a way to do this. There is an automation option to Send an email when the date field matches 'Actual trigger time' but not sure how this is formatted/ if it would work. Hope this makes sense and would welcome any suggestions!thanks

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RSkInspiring
posted in Automations
Preventing duplicate student data across multiple bases in Airtable

Hi everyone,I'm using Airtable as a database for my microlearning platform, which delivers courses over messaging channels like WhatsApp. Each base in Airtable corresponds to a different organization, and within each base, there is a "Students" table to store information about the students who enroll in the course.To avoid duplication of student data, I need to ensure that each student is only entered once across all the bases. For example, if a student named John is enrolled in both Standford Course 1 (in the Standford University base) and Harvard Course 2 (in the Harvard University base), he will receive overlapping messages on WhatsApp for both courses.To prevent this, I want to check for duplicate student entries across all the "Students" tables in my different bases. However, I'm not sure how to do this in Airtable. Is there a way to search for duplicate values across multiple bases in Airtable, specifically within the "Students" table?Any guidance or suggestions would be much app

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readywritingNew Participant
posted in Automations
Copying a record from one table to another if a value matches a condition

I use Airtable to organize my sewing patterns and projects. I have too many patterns and want to create a new table that only has my patterns that are printed (which is already in the record). I can’t seem to find a way to copy the entire record if it is “printed”. Any advice? Thanks. 

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Nik_von_PueckleKnown Participant
asked in Automations
Airtable form: Pre-fill two values from a linked field

Hi,I am trying to pre-fill two records in an Airtable form from the following column "Client Commercial Controls":If I pull up the pre-filled form, currently I can only pre-fill the one value ("Police check to be performed"), but I also want to pre-fill the second value ("Data security policy to be added").This is the formula I am using to pre-fill the form and have no issues when only pulling in one value, but can't work out how to pull in multiple values. Please advise.Many thanks,Nik

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AlexHexNew Participant
asked in Automations
Automated emails with unique sender name, not with sender name "Airtable Automations"

Hello,I sat up an email automation with Airtable. It works well and sends the emails, but I can't find a way to customize the sender name. I'd like to have the company's name as sender name instead of "Airtable Automations". Do you know how I can solve this? I have the Airtable Pro account.  Thanks very much in advance and have a nice day. Kind regards,Alex

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kuovonne

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