Automations

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?

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!    

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?

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 th

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

Good day to all,I am currently using both Airtable and Softr for my endorsement platform. Here, our internal team uploads more than 2 pdf reports via Softr with a sample file name convention: trinidad_franco_luis_cruz_CIBI_negrec_)511_h7tezeubi.pdfHowever, once client has downloaded the PDF file in Softr, this is what will appear. The client can’t download the file in PDF.Then these are the steps currently being done: Our internal team uploads several reports in the Softr page.Once uploaded, there is a script developed and placed in Airtable (please see screenshot) wherein the attachments uploaded are readable in the backend.Once an attachment has been extracted and read, it will automatically go through another table in Airtable for matching with the name endorsed by client.Once matched, the report will be viewed already by the client via Softr.I believe that there might be an error when it comes to the s

^ Sorry about that subject ... I don't know what I'm doing.So ... I have Table Vendor, and Table Transactions... the Name field in the Transactions table sometimes contains the same text as in the Vendor field (which is called 'Who' [i know ... awful field name]), but not always, so I want to search for the text in the Transations:Name to find a the name of the vendor in the Vendors:Who field.I'm trying to find a way to search the Vendors so that it'll populate the LookUp field or linked Field automatically.I made a view that has all the empty vendors fields.. and I am starting an automation that triggers when it's entered this view, then I wanted to search the vendors list for the text that is in the Name field ... but ... i can't do that ... it'll only find the entire line, cause it's taken from a bank statement, and you know how weird those are.For instance if the Transaction name would be "RECURRING PYMNT 6MAR2023AIRTABLE.COM/BILL CA 716.76X1.39

I have looked through a couple of the other posts about this and they didn't answer my question 😕😕I have a forms to airtable automation that I am trying have send an email summary of the form responses. All of the steps of the automation are running successfully except the email message and I am getting the error "message could not be converted to a string." I tried having the data pulled into the email from both the google form and the second lookup function and both are giving the same error. Can someone help me out? 

how can i match ‘exactly word’ in Automation trigger condition using contains? look at the image below

I am trying to automate emails through my plus plan on one of my tables, but I keep getting this message when I try and set it up. "On your billing plan, you may only email collaborators with verified emails." Does anyone know what type of plan you need in order to automate these emails? I can't seem to get a hold of customer support. 

Howdy AT community!Hoping an AT wizard can assist with the below forms automation conundrum:I have a subscription activation request form for a particular subscription product whereby customer organisations/managers can submit up to 10 nominated subscribers.  Form record fields are minimal, just nominated subscriber emails and organisation are required (with subscription product name hidden on the backend). I have set up an automation that creates records in a Product Slices table as submissions are received. However, the automation creates 10 records in the table regardless of nominated subscribers submitted (resulting in a lot of blank records!) Furthermore, the Organisation name does not populate for the first record created for some reason (see attached images). Can anyone advise on a way to tweak the automation to only create records against submitted nominated subscriber emails? 

No answers.  3+ support requests over the past couple days at a 'business critical' support request level.  Is this isolated?  Any ideas?  We have only used half of our automation runs.  This is going on with all of our automations.Can someone at AT at least let us know what is going on?  All of our operations our totally screwed up. 

Is there a way to use the automation to create a table based on tags? For example, if I had a table with entries that were tagged "A" and/or "B", would there be a way to create a new table with just the entries tagged "B"? Cheers!

Hi everyone!USE CASEI work a lot from the phone, talking with many clients and handling many projects. I talk with them with WECHAT, not with whatsapp. Any time a new task arises, I take a screenshot, and later when I arrive home I check them all and add them to my to do listOBJECTIVEI would like this process to be done automatically. I know I can use a form in my phone for it, but I just want it faster because is a process that we do it all the time with my team.MY ATTEMPSI tried sending the screenshot to Slack and then to airtable but I couldn’t manage to send an image, the text inputs where ok, but I couldn’t do it with the image (I tried with zapier and make). The same thing happened when trying with Telegram.Also I tried using iphone's shortcuts app, but same thing happened, text strings can be sent, images no. Any ideas ou

Hi all, I’d appreciate some guidance on how can I change the filenames of my attachments. I have a table with 500 records. Every record has a name and multiple images (attachments). The attachments have identical file names in multiple records, e.g I might have a file called 1.jpg in one record, then a different attachment in a different record with the same name of1.jpg. I managed to find a script that does that, but it changes the name only for one attachment. Ideally, would be to create a rule that adds to the current filename, the name from another field. e.g: Gorge 1 + current filename.jpg // Setup const mainTable = base.getTable("Test") const mainQuery = await mainTable.selectRecordsAsync() // Build new attachment data let updates = [] for (let record of main

I just want to comment that the 25 automation limit per base even at pro and above level is pretty weak. I was initially excited to roll some glue factory (Zapier) automations to Airtable, but quickly realized how limited this could be. With a pro account with Zapier, automations are unlimited. This helps when you just want to do little things like you might in Airtable (simply updating field or sending confirmation emails. I think @Bill.French had some good points about this in another string. Pricing and usage limits for automations I know automations are new so maybe you want to tweak first and that is great, but we need this lifted soon if you want more adoption. @Evan_Purcell

All day... no status issue on status.airtable.com.  Failing, pending for like 15-45 minutes on 'Find Records' step and other code steps, etc...  total headache for operations today.Is this isolated, or did anyone else get totally screwed today?   

I have a work date formula in the 'end date' column.IF(AND({Start Date},{SLA (days)}), WORKDAY({Start Date},{SLA (days)}))When someone changes the SLA number, start dates and end dates changed because I setup a dependency automation.However, I'm seeing that some of the end dates are on weekends even though there is a work day formula in the end date column. Any insight? Also including a screenshot of the dependency roll up. Thank you!

Hello friends, I’ve had an automation running correctly in the past. Today, I’m getting the following error" The Automation is simple: When Condition is Met > Send Gmail Email. I tried reconnecting my Gmail Account, but problem still isn’t solved. Clicking on Learn how to fix common issues doesn’t provide a solution. My assumption is that this is an external error to Airtable, but I haven’t changed a thing in Gmail to possibly cause an error to this automation. Any suggestions? Solutions? Thanks

Hi all,Wanted to see if anyone had any ideas why the following isn't working.BackgroundI have a table of issues each with a specific codeI also have a table that takes form submissions for the yes/no output of questions in the form.When the a question is answered "yes" I want to create a link in a lookup field to the issues table to record the specific issue found.IssueUpon the form submission the automation I have set up only works for the first question. After the first question none of the other questions answered yes are linking to the specific record.Any ideas why this is?

Been trying to update a table (Table C for our example) whenever Table A and Table B get information without duplicating pre-existing records. I am hoping that I am able to do so simply through the automations in Airtable but so far im stuck since all my attempts have led to errors because my condition cannot be applied.The my current automation process looks like this:Step 1, Trigger: Whenever a new record is added in Table AStep 2: Finds the data in Table CStep 3, If Condition: Airtable record ID  does not contain Airtable record IDcreate record in Table CI would have used the same process for getting the data in Table B to Table C. The issue here is that there is an error indicating that I "cannot assign list of string to string". Is there a workaround for this? Is there something I can edit or change just so I can get this automation working without the use of a 3rd party interface?

Hi there,Hoping someone can help with something I hope can be automated. I have multiple fields with numbers in, let's say:Field 1A: 100Field 1B: Field 2A: 250Field 2B:Field 3A: 500Field 3B:I then have a % field, based on which I would like an automation to populate the 'B' fields (as a % of the 'A' fields), when the % field is updated. The reason I would like to do this as an automation rather than formula is that I would like the B fields to be editable to allow for bespoke amounts. Usually, the % will be the same for all B fields (there are around 10), but not always. Therefore, if I enter 10% in the % field, the numbers will populate as follows:'B' columns as % of 'A' columns: 10%Field 1A: 100Field 1B: 10Field 2A: 250Field 2B: 25Field 3A: 500Field 3B: 50The only way I can think to do this would be to have a formula field for each one th

I have an automation set up that I want to bring an attachment that is already in a field, and sent it along with the email message in the automation. Both Test come up successful but when I run the automation, the email does not attach the file from the field that is label correctly. Any advice please?

Good day all.  I have some records where an attendee fills out a form and selects multiple events.  This form populates several things:Calendar Table(which also generates GCal events)Junction TableAttendee's table with all the courses(Array)I want to have another table that is a 1-1 of data, in this case, I'm thinking, Attendee - CourseI'm sure it will have to be an automation that extracts from an array, and creates a single record PER course per Attendee:ben.smith@blah.com - Fun with ABC 051223 9amben.smith@blah.com - Z is the Letter 052023 10ametc, etc.  I will then have it linked to actual records - Calendar, etc to draw data from them, as well as if needed data from this table.

Hi. I am using the Find Records action to return what is frequently a more than 1 item long list of results.I understand that the results are returned in an array, so when I try and append the results to a Google Sheet, they will all be listed in the same Sheet row.Has someone figured out a way to create a new row for every record in the array? Or is there some completely different way of doing this?Thanks!