Automations

I’ve got a nice little script within an automation to auto-categorize transactions in a bookkeeping base. It relies on a table for transactions with various fields, as well as a table called Rules, with the rules I want to create for my categorizations. The Transactions table has the following fields: *Name - single line textLowercase Name - formulaMatched Terms - single line text*Vendor - single line textPayment Type (tax purposes) - single line textPayment Type - single selectCategory - Linked fieldMerchant - Linked fieldTransaction Year - formula The Rules table has the following fields: Match Term - single line textLowercase Match Term - formulaPayment Type - single selectDesired Vendor Name - single line textCategories - linked fieldUpdate Rule? - checkbox It all works great, but now I want to add another parameter to the Rules table, a linked fie

Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records. I've recorded a Loom to add context: https://www.loom.com/share/b24fb5b8f11b4a18a786075e2966d681?sid=7454058e-7874-482e-9696-99a4cbde75c3 Looking forward to hearing your support.

I have an automation triggered by an incoming POST web hook.I do not have control over the format of this workbook however it send its content as a JSON whose structure can vary but at the top level contains a key "data" which is an array of objects each containing information about a particular answer in a form response.e.g { "data": [ { "title": "What survey/inspection would you like?", "description": null, "type": "choices", "key": "d747n", "custom_key": null, "value": "Level 1 Health Check" }, { "title": "", "description": null, "type": "hidden", "key": "4pf996l", "custom_key": "age", "value": "4" }, { "title": "", "description": null, "type": "hidden", "key": "9b8fc", "custom_key": "cost", "value": null } ]}This means that the when trying to use the data in a script using inputConfig it w

Hi all - I’m validating a tool idea for sales and marketing professionals who use Airtable — but I need to make sure it’s solving a real problem and not just my own curiosity.I’m looking for a few folks who actively use Airtable for CRM, campaign management, or outbound tracking and are open to a 15-minute chat about how they handle messaging, outreach personalization, or content alignment today.Happy to pay your consulting rate or offer a gift card — since I’m asking for your expertise.If that sounds like you, please comment or DM me — I’ll reach out to schedule a time. 

Hi everyone! We wanted to invite you to a new beta feature: Microsoft Outlook Triggers/Actions for Automations! If you use Outlook for work, you can use these triggers and actions to more deeply integrate email and calendar into your Airtable workflow (similar to our existing Google Calendar, Gmail, and Airtable Email actions and triggers). The following triggers and actions are now supported: Outlook Trigger: When a new email is received. This trigger fires whenever a new email is received in an Outlook Email account’s inbox. Basic details about the email such as its ID, sender, to/cc/bcc recipients, reply to addresses, message body, received date, importance, and its permalink are included in the output of the trigger. Outlook Trigger: When an event is created. The trigger functions similarly to the existing “Google Calendar: When an event is created” trigger. It fires whenever an event is created in a specifi

Contexte et objectif du projet Nous cherchons à remplacer un cahier de commandes de consommables (fournitures, outillage, etc.) par une application interne simple et automatisée. Le but est de simplifier la soumission des demandes par les employés et de fiabiliser le processus d'achat pour le gestionnaire.Nous avons choisi Airtable comme plateforme de développement pour son approche "No-Code" et ses capacités de base de données relationnelle. Structure de l'application (MVP - Minimum Viable Product) L'application est construite autour de cinq tables liées : Employés, Fournisseurs, Catalogue des articles, Demandes de commandes (le panier actif) et Historique des commandes. Fonctionnalités clés (déjà configurées ou à finaliser) : 

Hello,Is it possible to update multiple records from information in one email?I know I can use the “When email received” trigger to create a record and extract the body of the email into that record. However, I sometimes receive emails with information that belongs to different records in Airtable.Initially, I receive an order confirmation. That contains only information about one order, so I can set Airtable up to create a record from each order confirmation.When the order is ready, I receive another email, and that email often contains information about multiple orders.The data in the body of the second email is structured roughly like this:           The ordered materials have arrived.           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]

The Send SMS App only works when I use the primary number under the Twilio Account Info Section But I have a second mobile number in the same Twilio account under my other Active Numbers that I want to send from but When I change the number in Airtable send sms app sending fails. I tried Creating new API Credentials but that didnt work or I dont know what I am doing there - there was no option to select a particular number,  and I cant find Auth Token and SSID for the number I specifically want to send from. Any ideas would be greatly appreciated.  

There has got to be an easy way to fill an Adobe PDF form with an Airtable record.It honestly sounds simple to me and I can’t find a solution (so I guess it’s not simple LOL).  I should be able to map fields from airtable to the fields on the existing pdf form and press a button to put the airtable data on the pdf form. Done. I’ve been messing with this for days now looking for a simple solution.  Fillout offers a complex solution and I’m struggling to overcome the learning curve.  Fillout forms are max two columns and it just doesn’t look good to me.  I like the way airtable forms look, the the functionality is limited.  For example why doesn’t a button exist to “SUBMIT and email a formatted copy of the data”? Currently, our staff is using an airtble form to enter data into the table.  Works fine.  But thennnn, someone has to physically enter that data from the airtable table into an existing pdf form.  Very time consuming and mistake prone.  Cut

I have a transaction table that is collecting post information through a serverless function. When I get those transactions, I want to run an automation that will look for am email address and, if found, update the contact record, if not found, insert it. I need an Upsert. Is there such an animal in Airtable?

Hi everyone 👋I’m running into an issue with an Automation setup and was wondering if anyone else has dealt with something similar.Context: Trigger: Webhook (connected to a form on my website) Action: Google Docs: Create doc Problem:Sometimes the automation fails with the following error:The contents contain unexpected formatting that cannot be convertedIt doesn’t happen every time, only occasionally, which makes it hard to debug.Has anyone experienced this with the Google Docs integration? Could it be related to certain formatting coming through from the form/webhook payload? Or maybe a limitation in how Airtable passes rich text to Google Docs?Any tips or workarounds would be greatly appreciated 🙏(I’ll attach a screenshot in the comments as well.)Thanks in advance! 

How to populate a blanc single column in Hubspot from a filled column in Airtable using integromat?

I’m running into a strange issue. I have a table of records that I filter by ‘Created date’ before passing it into “Generate text with AI.” At this AI stage, I’m just filtering entries where the Source is a scientific source (peer-reviewed papers, preprints, PubMed, etc.).This used to work perfectly. But today the output only contains 1 row, even though my input table has more valid entries. If I feed the AI a table containing only the two Nature entries, it correctly outputs both. But when I pass in the full table (with more rows from other sources), it only outputs one Nature entry. ExampleTitle: Paper 1 Source: natureTitle: Paper 2 Source: natureTitle: Blogpost Source: yahooExpected output:Paper 1 (nature.com) Paper 2 (nature.com)Actual output with full table:Paper 1 (nature.com)I also tried simplifying the prompt to:Based on the table: Grid of Records

Hi fantastic people, I am struggling with an automation.  I basically have one base that I have synched to my main base, certain rows. I then want these rows from the synched view to populate onto my main table. I have managed to get the event name to populate over but the dates do not. I have screen shots of each step below. Any help would be great.  This screen shot you can see the Main Sub Task populates to the Topic fine. I then want the Main Start Date to populate to the Enter Start Date and the Main End Date to the Enter End Date.  This is the actions part which fails: This is the update record part which is successful

I need to center the logo image of my client in the body of an email. How do I do that?  (Don't worry - I'm not using an image in an attachment field. )This is what I currently have, but the image is not actually centered. Can anyone help?<div style="text-align: center;"><img width="400" src="https://static1.squarespace.com/static/myimageurl.jpg"></div>

Hi there, I’m trying to set up an airtable automation to update an existing record in a table “new members” after that member submits additional information through the airtable form I’ve embedded on my website. The form is set up to automatically add their Memberstack ID to the new submission so I can match it to existing records and use this to update them but I cannot get the automation to work as it seems to be based on the Record ID field, not Memberstack ID. Can anyone help me out Thanks in advance Charlie

I'm trying to set up an automation so an email is sent out to a client when their video's status changes to CLIENT REVIEW. Specifying that wasn't a problem. However, when testing it, I keep getting an error message that the To field is empty. I've mapped it to a field containing an email address, and specified the exact record to use set to the correct Status, but keep getting this error. The token is set to pull the Value. I've tried the other options but get the same (non) result.How do I get this to work?Thanks

I am pulling in data from a webhook to create entries.  I need to prevent entries from being created if they already exist.Is there a way to use the Find Records and Conditions to prevent this from happening?If so perhaps there is a guide somewhere?  This is a very confusing part of Airtable imo.

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

Hey guys, I have two tables—Email Info and IPT. When a checkbox is clicked in Email Info for any domain,  the domain and any one corresponding email address and its ID should be updated in IPT. I may select multiple checkboxes at the same time.Inbox details have multiple emails and ids. 

Hi Community, I have an issue with an automation - I have created this, so that when a new organisation is added, they automatically get added to my H&S Declaration table - however everytime I turn the automation on it creates a random selection of additional duplicate records in the trigger table (Organisation)? Any pointers on what I am doing wrong? Thanks 

Looking for an Airtable expert to help configure our database and workflow automation system for project management and team collaboration. Need assistance with base creation and table structure design, custom field configuration with different data types, automated workflow setup using triggers and actions - also need help with interface designer implementation for custom dashboards, integration setup with existing tools like Slack and Google Drive , and view customization including Kanban boards, calendar views, and filtering options. Requirements include hands-on Airtable platform experience, understanding of relational database principles and no-code automation workflows, knowledge of project management best practices and team collaboration tools. Timeline: 1-2 days, remote work preferred. Please share relevant Airtable base examples and immediate availability in your response.

Hi Everyone,I pay people through Airtable for piece-rate work. On the backend, the data is organised by tasks and by day (e.g. Task 1, Task 2, Task 3 – Monday; Task 1, Task 2, Task 3 – Tuesday, and so on).There’s a button that lets me “Email Payslip,” but when I use it the PDF that goes out to employees ends up jumbled. The tasks are out of order (for example: Task 3 – Wednesday, Task 2 – Tuesday, Task 4 – Monday), which makes the payslip confusing and hard for employees to read.Does anyone know how I can fix the output so the payslip shows the tasks in the correct order?Any help greatly appreciated   

I've a table that generates records through the Airtable built-in form. Each record comes with an ID from an external software. The ID is connected to accounts in this external software, so account 1 could have ID: 123, account 2 could have ID: 1234. What I want is to prevent the same ID appear more than once in the table. In other words: When the form has been submitted and the record has been created, I want Airtable to not delete, but make the user aware of the duplicate in the table. Is the above mentioned possible with an Automation? One think I want to mention is that I can't create an Automation for each ID since we have more than 100.000 IDs (accounts) in the external software. 

I am setting up an automated email and want it to go to the email (will be multiple emails) from a lookup field that has the email address in it. When inserting the Data from the Record and selecting the property that has the emails in it, it gives me options. I can not get any of them to work! The error is that the “To” input is empty. Screen Shot 2021-04-04 at 11.57.55 AM|672x500