Automations

Hi there,i have an automation question that I can't get around. Using Airtable as a CRM system, I have a table DEALS, a a table CLIENTS and a table BRANDS. I would like to build an automation that checks on a new DEAL if a CLIENT has placed a DEAL with that BRAND before. The DEAL name contains the name of the brand and all DEALS of the CLIENT are referenced in the CLIENTS table.It needs to be something like:Trigger: New DealIf CLIENT(from DEAL) has already a DEAL that name contains the name of the BRAND (from DEALS) then set „NEW CLIENT“ field to TRUEanyone that might be able to help me out here?thx!!

Hi! I have 2 tables from which I am making some matches with scores. There results need to be put in the third table. I am trying to create new records like this:for (let i = 0; i < 5; i++) {let mentor_index = ranked_mentors_indexes[i];let new_matching = {"Unique IO Mentee": mentees.records[mentee_index].getCellValue(field_mentee_index),"Unique ID Mentor": mentors.records[mentor_index].getCellValue(field_mentor_index),"procentage": similarity_matrix[mentee_index][mentor_index],};await table_matchings.createRecordAsync(new_matching);}  I am getting this error that I do not know how to resolve:No overload matches this call.Overload 1 of 2, '(fields: { "Unique ID Mentee"?: readonly { id: string; }[] | undefined; fldBBVDi3w6mPEQHI?: readonly { id: string; }[] | undefined; "Unique ID Mentor"?: readonly { id: string; }[] | undefined; fldb2AlrU2AJShSc3?: readonly { id: string; }[] | undefined; procentage?: number | undefined; fldgTMwV2nFs4Uv26?: number | undefined; }): Promise<...&

Hi Airtable community,My script is taking too much time to complete and going over 30 seconds limit. I would appreciate if you could review it and give me some tips. Here's the code:let emailSendersTable = base.getTable("Emails to clients"); let listingsTable = base.getTable("Listings"); let emailSendersQuery = await emailSendersTable.selectRecordsAsync(); let updateBatchSize = 50; let recordsToUpdate = []; for (let emailSender of emailSendersQuery.records) { if (!emailSender.getCellValue("Budget") || !emailSender.getCellValue("Size") || !emailSender.getCellValue("Area") || !emailSender.getCellValue("Layout") || !emailSender.getCellValue("Features")) { continue; } // Access client requirements directly from the "Emails to clients" table let budgetValue = emailSender.getCellValueAsString("Budget"); let budgetRange = budgetValue.match(/(?:~\s*)?￥(\d+,\d+)(?:\s*-\s*￥(\d+,\d+))?(?:\s*~)?/); let minBudget = 0; let maxBudget = Infinity; if (budgetRange) {

this is probably the dumbest question.i have a table with a list of organizations (Members table) and a single-select field that tells me whether they are members or not.i have another table with a list of organizations that have sent someone to a training (All Orgs table).i made an automation triggered by when a new organization is added to the All Orgs table to search for that org by name in the Members table and update a field in the All Orgs table to indicate if the org is a member.when i test the automation, it finds zero records, even where i can see that the orgs are in both tables. the condition i am using is:Where 'trim org name' contains 'trim org name''trim org name' are formula fields i made in both tables, just in case there are extra spaces in the org name fields that would make the find fail.what am i missing?? i'm guessing it's something so obvious. thank you!

 Hi there,  Really hoping someone smart can help! Here is the situation: I have one field with the title of a movie (example: "The Lego Movie") and another field that is an attachment field for adding a movie poster image. Currently, I can manually search the web and have air table attach that image, but is there a way to create a formula/automation or script that: 1. takes the text in the "movie title" field > searches google for that > and attaches the first image it finds to the corresponding attachment field.Anyone that has a solution, you're amazing in advance! 

Needing some info on Updating a Dropdown Dynamically as the conditions change,ATM Placed (0) is Green StatusATM Not Placed & Number of Days In Program is Less or Equal to 29 Days is Green StatusATM Not Placed & Number of Days In Program is Greater or Equal to 30 Days & Less or Equal to 59 Days is Yellow StatusATM Not Placed & Number of Days In Program is Greater or Equal to 60 Days is Red StatusCurrently have the automations set up the way in which I think it should be working over some previous forum support and still doesn't look to be updating in real time.More details in video.

I set up schedule automation to find records under certain condition and delete those records.however, using script to delete the found records doesn't seem to work.the script I'm using here is the following:---------------------------------------------------------let table = base.getTable("각종주문서수집");let inputConfig = input.config();let recordId = inputConfig['recordID'];await table.deleteRecordAsync(recordId);--------------------------------------------------------- when I test, this script kept throwing fail notice showing the 'recordID' of the input variable I made is an array not a record.How can I change this to scipt to work with array of recordID ? or is there any way that I can select every record ID values instead of 'list of record ID'? I don't get any other options at the 'value' box an I assign the input. 

What I want to do is to collect some data from an Interface, and then pass that data to an Automation script. I do not understand how to do this. My current state is as follows:- I have written the Automation script. For testing purposes, I have created some inputs under Configuration, and this is all working correctly. The script gets those inputs via input.config()- I have created the Interface, with two record pickers and a button.I would like to connect the Interface and the Automation script by running the script, passing as inputs, the values from the Interface's record pickers. How do I do this?

Checking for a completed 'checkbox' field seems pretty straight forward but for my purposes I have multiple tasks per individual entry (via rich text formatting in a long text field). Can I create a formula to automate checking individual checkboxes within a single cell, and then update the record accordingly? 

I am having issues with my task base. Right now I have one table with all the tasks and then separate tables with each individual employee. This way they can look at their tasks separately not through separate views. I am having the issue right now that the information won't transfer every time a record is updated. With the different views it's hard to get an automation right that all the information transfers. Please let me know an easier solution or if I need to fix my automations. I've attached photos.

I have created URL for the prefilled form via formula. As described I used prefill_ where the underscore is used. The URL works fine from the base. The problem is when I use this URL in automation via GMAIL the “" underscore is removed. Only the last "” is there. Why? Any help? Here is the link after email received (sorry i removed part of the link): https://airtable.com/xxxxxxxxxxxxxx?prefill Januar=21.8&prefill Februar=-3.2&prefill ROK=2020-oproti-2019&prefill HOTEL=Hotel-SET&prefill Marec=-63.9&prefill DATA-TYP=Obsadenost&prefill April=0&prefill Maj=-59.8&prefill Jun=-69.8&prefill Jul=-42.7&prefill August=-55.8&prefill September=-46.1&prefill Oktober=&prefill November=&prefill_December=

Hello! I am hoping to send weekly staff wide emails detailing a list of upcoming programs and events at my Foundation. I set up the Automation and it works well. However, the dates are ordered by when a record was created and not based on the actual date of a program. I've seen others with this issue in the past and I tried ungrouping the data but nothing has worked. Is there a feasible workaround for this yet? It would also be great if when sending the date / time for an event it sent it in EST time instead of UTC. I have it formulated in the data layer to so that is recognizes an EST time zone but in the weekly email it still is presented as UTC. Please help! I have an example below with the out of order dates and UTC time zone. Thanks, Praise  

Is it possible to use an Automation and a looping function to create the scenario in the subject line?I have a form to create a new record in table A, one of the fields is a manually selected number (X) from 1-20 (single select). Can an Automation generate X number of linked records in table B? If so, how is this configured please?

Hi, Airtable communityRecently I wrote a script for one of my automations in Airtable, however it's taking so much time so it's going over the limit of 30 seconds. I would high appreciate if you could review and tell me what I could optimize or improve in order for it to work faster.Here's the code: let emailSendersTable = base.getTable("Emails to clients"); let listingsTable = base.getTable("Listings"); let emailSendersQuery = await emailSendersTable.selectRecordsAsync(); let listingsQuery = await listingsTable.selectRecordsAsync({ view: "NEVER TOUCH THIS VIEW! 2", fields: [ "Monthly rent", "Size in m²", "Area (ku and district)", "Layout filter", "Features", "Created date", "Clients (Send emails)", ], }); let updateBatchSize = 50; let recordsToUpdate = []; for (let emailSender of emailSendersQuery.records) { if (!emailSender.getCellValue("Budget") || !emailSender.getCellValue("Size") || !emailSender.getCel

Hello everyone,I come again to ask for your help on the automation for integrating Airtable records into a Google Calendar. This automation only works when I duplicate my event in Airtable. I attach the capture of my automation. Do you have a trick to solve this problem?Thank you so much.

Hello, I am looking for a way to create a workflow where when a new job(task) is created, it will send an email to a group of people who are qualified to do the job, and then the first person to accept that job will be the one assigned to it. Can you guys please help me think of a way to do this?I imagine it would kind of be like doordash where a job is sent out to someone and they can accept it or decline it, and then another workflow could happen where it will send them an email if they accepted the job in time or if they did not. Please let me know your thought! Thanks,Samuel

I'm trying to create an automated email that will list data from found records from airtable, but look like I actually wrote & formatted it. The goal is to generate an email that looks like this: People who are considering: Person's Name at CompanyPerson's Name at CompanyPerson's Name at Company People who have declined: Person's Name at CompanyThis person's comment about why they declined appears below their name.Person's Name at CompanyThis person's comment about why they declined appears below their name.  I figured out how to use the concatenate formula to combine fields and add line breaks etc. to create the above result for each look-up. And I also discovered how to have airtable create a list in an email with only the data from the concatenate fields, and not list the field title each time. (Which didn't look natural, and so won't work for my purposes here.)To do this, instead of clicking the usual "Insert all records as.. list" option next

Hi all, Brief: I am trying to use the Google API to run a script on Google Apps Script (GAS) from a scripting block. Has anyone accomplished this? I read through this thread and decided to pull data into GAS from the Google side, but my client wants me to handle it from Airtable. Full Explanation: I am new to Airtable and am developing a script that will scrape a website for video metrics. I saw in Airtable’s docs that direct DOM manipulations allowed in vanilla JS are excluded, so I decided to stick with a script I already had in GAS to perform the task. I saw Bill’s in-depth response at the link above and decided to run the processes from Google for simplicity, as the Airtable API is a lot nicer to work with (i.e. pulling data into GAS) than pushing data to GAS from Airtable using the Google API, which requires Oauth2. The group I am building the project for, however, wants me to make an API call to GAS from Airtable, call Urlfetchapp in GAS, and send the data back to Airtable to fin

Hi there,I have a Zap running that asks chatGPT to choose from a list of 8 commitments and put them in the field 'commitments' in airtable. My problem is that sometimes ChatGPT returns the commitments with a capital letter or a full stop. This then creates a new multiple select and messes up my reporting. Is there a way to ensure that airtable disregards the full stop or capitalisation? Thanks! 

Hello! I'm wondering if an automation can be built to send an email alert whenever an email sync takes place.What I am trying to accomplish is this1. Team A sends a csv file that is sync to an Airtable table2. Within that csv will be a list of records3. I wish to alert Team B via email whenever Team A sends a csv file to Airtable emailed data syncMy conundrum - If I were to use Automations to trigger when a record is created, it will fire off 1 notification for every record which isn't good.How can I build an automation to fire off 1 single email notification whenever a sync takes place? Thanks!

I want to set the value of a Rich Text Field with formatting through automations. However the formatting doesn't work when updating through Automations. Is there a way to do this? Or maybe through a script? How do I ensure that the formatting stays?

I was following the directions found here: https://support.airtable.com/docs/use-automations-to-timestamp-status-updatesHowever, when it came time to select the "Last Modified" field, per the directions, I saw an error stating that "this field cannot be used because it if computed".  What struck me as odd was that this was in contradiction to the exact steps to take in the link.  Now i can't complete this automation.

Is it possible to have an ‘Update Record’ action add to a field instead of overwriting whatever is in there? IE: We have a request base. If the department is Training then Jane Doe needs to be tagged in the Collaborator field on the record. But if the department is Report a Bug, John Doe needs to be tagged in the Collaborator field on the record. The problem: If a record is tagged with Training and Report a Bug, it’ll overwrite Jane with John, instead of adding John.

Hi there!I have set up a masterlist of advocates that is pulling all of our advocates from different bases, using synced tables. Now I want to have a field that will tell us when the person was last reached out to so we have a good overview. I have set up an automation that says 'When this date field is not empty in this table, please update the date field in the masterlist table with the same data" However, it works only the first time. Afterwards, when the original date field is updated to a new date, it's not updating the field in the masterlist table. Is there any way to make the automation triggers every time there is a new value in the original field? Thank you!

Hello community. I'm wondering about comparing dates in automations. It seems this isn't a thing that airtable can do, maybe you can help me find an elegant way to set myself up. Our company changed the date of their fiscal year (FY) and I need to calculate which FY a member joined, renewed or cancelled. I can do it with a formula for each date, for example like this for the subscription date: (and let me know if it could be improved) IF({Subscription date}, IF( IS_BEFORE( {Subscription date}, "07/01/2019" ), DATETIME_FORMAT( {Subscription date}, 'YYYY' ), IF( VALUE( DATETIME_FORMAT( {Subscription date},'M' ) ) >=7, DATETIME_FORMAT( DATEADD( {Subscription date}, 1, 'year' ), 'YYYY' ), DATETIME_FORMAT( {Subscription date}, 'YYYY' ) ) ) ) but I'm trying to make this