Automations

Hi all, I'm looking to create a simple automation that sends an email when a project moves from one status (4.0) to another (5.0). I have people assigned to the project with a profile that includes their name and email (along with other info). I want the person assigned to that project to receive the email notification, however I'm not sure how to get the automation to find the email, as it is only finding the persons name at the moment. I'm new to Airtable and coding so I'm sure there's a semi-easy fix that I just don't know! Thanks!

i'm using Softr to build out a small GPT tool. At this point the user logs in and then they fill in the prompts to get GPT to do it's thing.The logged in users email does not show up in the corresponding airtable. How can I sync / automate it so that everytime that user submits the form, their email will show up in the airtable against the users form and answer.The reason I want to do this as it will allow my to use permission features on the user being only able to see their results. The image shows emails that were populated when they signed up (I know messy...), as well as when i made the user add their email in the form (not ideal) and I don't want this.  

Hello,I am running into a wall.I am trying to create an "update" automation.The Goal: When I update a single field inside a record I want the automation to update a corresponding field in another record. My Trigger - When a record is updatedRecord to watch "Current PM"Watch for updates in the field "Yearly Amount". My Action -  Update Record Update Record in table " PM Monthly Flow"Record ID - I have chosen "Record ID"Fields to be updated - "$Yearly Sum"I want the "Yearly amount" field in the "Current PM' record to update the "$Yearly Sum" field in the "PM Flow" record.It fails every time......... Help  My Action  

Morning everyone, I have a couple of questions about this solution posted by @Adam_TheTimeSavingCo (Thanks Adam, it works really well!): Create records from multiple select field choices Question 1: Is there a way to populate a field in the new table using data from the multi select? Using the example base linked in the topic above, I would like the 2nd table to look like this after running: Question 2: Is there a similar function for linked records? I have done the below manually, but the initial table would like this, and then would have the same output on table two:

Hi Everyone. I 'm having trouble with an Automation (Scheduled Time, Find Records, Create Records) that will find all the records in a group (e.g. Group is “Week 36”), copy those records and create them into the next week’s Group. This in theory is simple and I can get it to almost work. It can find all the records I want it to. But… When it creates the records into the next week group it adds them all to a single record. Even if that linked record field is set to off for “allow linking to multiple records”. I just need it to add a distinct record for each copied record in that new week, not jam them all into one record.

I'm evaluating Airtable and so far think it seems very well made. But I'm having trouble determining if I can do what I want to do. I feel like it is a fairly straightforward need but can't find the path. One note, I don't write any sort of code so it would need to be some sort of built in feature/process. I know I can do this by creating a alternate view, but I want to control access to the Volunteers base such that not all users who can see/edit the Members base can also see the Volunteers info.So, I want to have one base called "All Club Members" that everyone can view/edit, with basic member info, and another called "Volunteers" with only a few users able to view/edit, where there would be deeper member info. In the All Members base I want a checkmark field such that if it is checked their record is automatically synced to the Volunteer base. Once synced to the Volunteers base, I'd want that record to have more columns than it had in the All Members base so I could add th

Hi All! I have an automation set up so that when conditions are met (i.e I select a certain label from a single select menu), the an email is sent out the the attendees that were assigned to that meeting.The problem is that it is only grabbing the first email in the email field and not sending to all the attendees. Is there a quick fix for this?Table has a Row for each meeting with fields for:Meeting nametimeroomAttendees (pulls from the stakeholder table and contains multiple people)Email (pulls email from the stakeholder table based on the Attendees. Data looks like: name@email.com, anothername@email.com, thirdname@email.com)Automation:Action Type: Send an EmailConfiguration: TO= Look upfield: "Email"  &nbs

Hello.I created an app which sends a user.id to airtable to identify each user. However as of no it is not possible to send the username as well as the user.id.Is there a possibility to update a record with the correct name that matches the user.id? Which automation can I use?Thx 🙂

Hi,I have a question about the "Link to another record" function. Is it possible to automate this so that all entries from another table can be automatically pulled in without having to add them individually? Preferably with an optional if statement to pull only certain entries.Would be nice to have this but don't know if its possible (I'm new to Airtable)Thanks!

Hi all,The data from the table below is from another table using Automation:Once the status of a request ID is updated, then the update time of each status will be automatically recorded in this table.Is there any way to calculate the time difference between each of the statuses and then update the field "Duration"?I've tried putting the update time of each status in different fields(Image 2), but still failed at getting the duration.(Image 1) (Image 2)   

I am trying to use the URL to attachments script to download all the images from an URL column that has all the images urls but some are downloaded and others aren't. After trying to create a simple download attachment from link, I've noticed that the ones that are on a CDN are not downloaded and return :"Error fetching URL metadata" Can I resolve this somehow or is there another method ? Thanks.

Hello,Was curious if it was possible to set an automation to basically trigger an email if inventory is based on a % of x being low, rather than an exact number?QTY = < %So if I have 1000 labels, and I'm running low, and already utilized 50% of that, I'm sent an alert. Is that possible? I may have overlooked the automations, but I couldn't figure out how to submit a "%" in the conditions for "QTY" rather than an exact number.Thanks for all the help!

Hello brilliant people! I have views of Airtable image libraries that are embedded within an internal site, which my Designers share between teams. Designers can also add to these libraries by submitting an Airtable form. I want them to have the option to replace and ultimately “archive” duplicate images, without then needing to jump into the Airtable base.So, I added the following to the intake form:Which looks like this in the Airtable Base:This is what I want to happen.. but I can’t get the automation to work.

Hi guys,Hope you are well.I am trying to create an automation where I can get a notification when a record has not been updated for x amount of time.Is this something I can do in Airtable? I need to keep a list of items up to date, and I am not sure if this is something I can do.Hope it makes sense,Thanks,TS

Hi all,I have a script in automation set to run "When record matches conditions" when a specific field value = Empty.The script is designed to Fill in the blanks from the last record field with value and dragdown the value until last row or until the field value is not equal Empty. let mytable = base.getTable("table name");let query = await mytable.selectRecordsAsync();let previous = "";for (let record 

We want to show our customers information about plants and and add a QR code to each plant with information aboutThis is the shared database viewhttps://airtable.com/shroqq8huwaLvaTtt/tbloUXTG9dIzhshArThis is the link to the record in the shared database viewhttps://airtable.com/shroqq8huwaLvaTtt/tbloUXTG9dIzhshAr/viwv7NF0CcbaLloio/recoSxlOhPTtVa70JThis is the link with Record information.Now we create the Link by opening the record in the shared view and copy the URL to the database. After that we generate the QR codes.Question

Hello! Does anyone know how the default view for an Airtable Record URL? I would like my automation (Slack notification) to open the record URL with a specific view in the background, but I’m not sure how to to do that. Thank you!

I'm pulling data in from a Google Sheet into Airtable with an automation that was built by someone other than me. When importing, it sometimes maps incoming fields incorrectly to Airtable fields. (I say sometimes bc I just discovered the issue and it doesn't always appear to happen based on fields coming in correctly)Sharing a screenshot where you can see we have a "Client status" field in Airtable but it's assigning the "Client notes" label to it instead of the appropriate one. This appears to be happening dynamically and I'm curious if anyone knows how to improve this WITHOUT changing the Airtable field name (which would cause me to have to change it in several places). I've tried updating the Google Sheets label to something like Notes or changing the Client Status to just Status but it still confuses the two. Thanks in advance!

Hi everyone;I want to change a single select field when I change a single select field from another table. I tried to do it through automations but I keep having input mistakes. I will share some screenshots so you can help meWhen the status from Table A is 'technical interview'Change status from Table B to 'technical interview'And this is the mistake   

Hello!I'm not sure how to approach this issue, as I'm fairly new to scripting. I am creating a script to copy a cell value from the last filled cell in a column to a cell in a new column if the value in the first column is blank. The use case here is to associate subtasks with a main task. To note - this is based on external tasks requests, and I do not have the option to reformat the way that the requests come in. Here's an example of what I mean: Current Setup: Task NumberTask NameSubtask Name12345My Task 

I'm trying to create a script automation that will write update call log data from a phone number pool to airtable. Here is my code so far. The problem that I'm having is that the script within the automation section doesn't support my envo. const Twilio = envo('twilio');const Airtable = envo('airtable');const accountSid = 'TWILIO_ACCOUNT_SID';const authToken = 'TWILIO_AUTH_TOKEN';const twilioClient = Twilio(accountSid, authToken);const apiKey = 'AIRTABLE_API_KEY';const baseId = 'AIRTABLE_BASE_ID';const tableName = 'AIRTABLE_TABLE_NAME';const airtableBase = new Airtable({ apiKey }).base(baseId);const phoneNumbers = [FriendlyNameExample'];phoneNumbers.forEach((phoneNumber) => {twilioClient.calls.list({ from: phoneNumber }, (err, calls) => {if (err) {console.error(`Error retrieving call logs for ${phoneNumber}:`, err);} else {console.log(`Retrieved ${calls.length

Hi, One of my special views is a report to my client. Usually I “print” this by saving the PDF and the emailing that PDF to my client Is there a way to automate this in Airtable? Thanks Hazel

When record text field is not empty, find records with similar text fields and link records? Is this possible? The similarity could be a partial match.

Does Airtable have a way to create several new records based on the number of entries in a field? For instance: We have a request table that people can fill out a form to request being added to articles. They can request being added to multiple articles via a link to our overall articles list. These requests go into a request log, and then go to an updates log that tracks the changes to each article. The request log has an automation that creates new update records when the request is approved - but I can't seem to figure out how to have it create multiple update records if multiple articles are selected on the form. Right now, it's only creating the first update record from the request. 

Hey hey, I have got the following issue. My Airtable links to other apps like Documint, Make.com, NoLoCo etc.Documint for example will use the fields in a table to create a document.However in some cases, when I want to extract the data from the primary field (which is single line text and e.g. "Asset #1") it will not give "Asset #1" as a result but the record ID, e.g. "recnciFjzmZeLA4DY". What do I need to change? I have the same issues when Make.com extracts the data. Best regards,jan