Automations

Hello! Is there a way to set or change the font of a value in an email? I tried:

I'm having a hard time figuring this one out....I've created a dashboard interface for my engineers.  They're required to submit a daily time card that shows which jobs they worked on and for how many hours.  I've created a lovely list element in their interface for that. see below:I've got a button up there I want them to click at the end of the day to email that timecard to our bookkeeper.  And for the life of me I can't figure out how to make that happen.  Everything in the dashboard is filtered by current viewer.  So Matt's time card is filtered by a "Created By=current viewer" and "Created On=today" field.I think my button needs to take Matt to a form where he selects his name from a single select field and the date he's submitting his time card.  I want that form submission to trigger an automation that:1. finds all the records in my "time card entries" table that match the form info (Created by Matt, and the specified date)2. sends an email 'digest'

Hello!Is there a way to make entries quickly with voice recognition?I created a table where I can enter game statistics for my son's high school lacrosse team.  It works pretty well but the data entry is fast and furious.My data table has Statistic, Player, Period (autofilled thanks to a suggestion from @Jan_Cape ), and time of possession (working on this one but it's a time of possession for each team each quarter). I tried to keep up with the plays but it was too quick.  Is it possible to use dictation to make the entries quickly by voice into a mobile phone?Something like, "new record, ground ball, player 6, submit"?If that's not possible, I'm thinking entries without having to scroll, perhaps touch screen on an iPad?  With "share form" I realized that I can email the form for the upcoming quarter to the other stats parents so we can divide and conquer.  I just need a better data entry method to be able to keep up with the action.Thank you for any

Hi! I am trying to send a prefilled form to users via automated email so they would be able to update their data. When I try to add the formula field where I created the unique URL's into the email they break after the shared form and a few other places. Below are photos of the formula and the output I am getting from the email preview. 

Hello everyone, everything good? What a beautiful communication!I work with content for social networks, I have worked with posting platforms and with platforms that connect platforms so that content is posted using modules, in this case, integomat , zapier.So, for my airtable to be perfect, I would like to declare independence and run a script that posts on facebook, linkedin, instagram and google my business.I didn't find anything similar on the internet that says that scripts can post, but chatGPT encourages me a lot with possible codes that can work. For example, in a code it gives me what I asked for, on the column that will be the caption, image, video or album. It delivers correctly, but the code does not work when I run the script.If it's video, it takes the content in the video column.if it is an image, it takes the content in the image column.if it is an image carousel, it takes the content of column 1 to 10.The captions in the "FB Caption" fieldWith looping every minute to c

I have an automation set up to create 10 records in another table when a record is created in my "Members" table. It's setup to fill in 2 of the fields in the other table and it's working fine except it's creating a record in my Members table for some reason. Here is a video showing what I am talking about. https://www.loom.com/share/00926113193b4cccbd1fa3cd225bf095 Any help would be appreciated. If I need to show more I can do that as well. Thanks,Isaac

Is there any way to trigger an automation when you tap the phone, text or email icons from within the mobile app? (See pic)This would be really useful in CRM-based apps by more responsively tracking contact attempts - eg hit phone button and it adds the tag ‘Called’ with a time and date…  

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!

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

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?

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. ?

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? 😞  

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

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 

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?

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.

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

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

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.

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.

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

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?

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

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 

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 🙏