Automations

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

Hello all, I am new to airtable and here is my problem: My database has few automations that run weekly (separate times and days). I would like something like a calendar, where I can monitor at any point if any of the automations ran and if it produced a changed output (its not always expected to). I have tried using the timeline and calendar interfaces, but those are based on fields and not automations. Have I missed something, any advice on how I can visualise what I am looking to do?Thank you

I have set up an automation to email myself and my coworker when a new marketing task is submitted through our airtable.Currently I have it set up with me in the to address field, and my coworker in the CC field. When the automation runs, it sends me a duplicate email, and my email is copied into the CC line. I initially had both of us in the To line, but then it would copy both emails to the CC line and we would both get a duplicate email.I've reset the triggers and retested multiple times, and I cannot find a fix for it.

Hi, apologies if this is a duplicate – in my searching, I only found questions about a Gmail integration. I’ve noticed that we’re having issues with automated emails being sent TO Gmail email addresses. The automation works in all other cases, but with Gmail addresses, we’re finding that recipients can’t find the email in spam/junk or promotions tabs. Is there a known issue there, or does anyone have suggestions for what might be happening? Thank you!

Hi,Please guide me about how we can use scripting automation to run through the records of a specific service provider and update the closing balance (just like it is done in excel). I am providing my script below. The problem is, everytime a new entry is created in service provider ledger, the automation updates the closing balance as 0. I can’t seem to figure out what’s wrong.SCRIPT: let table = base.getTable("Service Provider Ledgers"); // Input from automation (recordId of new record)let inputConfig = input.config();let recordId = inputConfig.recordId; // Fetch the new recordlet query = await table.selectRecordsAsync({    fields: ["Service Provider", "Date", "Cr Dr.", "Amount", "Closing Balance"]});let record = query.getRecord(recordId); if (!record) {    console.log("Record not found.");    return;} let provider = record.getCellVa

I am testing an automation setup where a user fills out a form with a multiple select field to indicate the social media platforms and post types they wish to share content on around a singular topic (i.e., they could select Instagram - Story, Facebook - Post and Instagram - Post all at once) and then an automation that creates new records in a separate table for each of the post types selected in that form (so, three entries based on the example I shared above). These created records are also linked to the initial table with a linked records field.The issue I have is figuring out how to update the records in the second table if anything changes in the first table (i.e., the name of the post topic or the social posts desired). I’ve attached my automation setup and am just stuck on how to populate the Platform + Post Type field when the first automation that creates the individual records for each of the multi select options chosen in the initial form.Does anyone know h

Hi all,I am in the process of building an archive base to transfer records to in order to keep our operations base within its record limit. I have set up a basic 1-way sync that does not delete records in the archive base when deleted in the main base.Can I consider record comments to be lost? Or does anyone know a way to copy them to a text field?thx

Hi! I work with an appraisal firm. Each appraiser has his own Airtable base to track jobs and expenses and commissions. When a record in their base is invoiced and a checkbox marked, a record of that job is created in my Payroll base so I know to pay them on the next payroll. I have it set so that if changes were made to the record in the Appraisers' base, Make.com would search the Payroll base. If the record already existed in the Payroll base, it would update the record. If it didn't already exist, the record would be created. It all of a sudden stopped working. It isn't recognizing that the record already exists in the Payroll base. I didn't make any changes to the scenario in Make or the bases in Airtable. It just stopped working one day.Ignore the bottom branch, that’s working fine. It’s the top branch (Pay

Is it possible to check how many automations have been executed in a given month?Thanks

Zoho Writer (wordprocessor similar msword) allows creation of powerful templates for mail merge, form generation etc. Has anyone created any extension to use airtable data to do mail merge for these automation templates.  https://www.zoho.com/documentautomation/