Automations

How can I set up an automation in Airtable that will update records in the status column once a week, but only if they meet a certain status type, such as changing records with the status 'DONE' to 'Archive'?

Hi!We have 7 different “campaign” types we sell to our advertisers, many of which have overlapping items (i.e. and Instagram Story). I want to create automations so that when a new record (Campaign A) is created, all of the line items for that type of campaign are also created, along with their starting point for each cell. The issue I am having is, since Campaign B also has an Instagram story, but has a different starting point, the cells within the Instagram Story line are initially populated correctly and then overridden by the other automation. Is there a way to have them both be live, or will each line item in every type of campaign have to be different, even though they are the same product? I’ve attached two screen shots of the different automations for you to see what I mean…

Hi all,I'm building an advertising database for a publishing/newspaper company. I have an automation that whenever an ad order is placed in one table A, takes Record Name X (Ad order number) and Values Y (Issue #s) and makes a record in table B for each (XY1, XY2, XY3).This is effectively our ad order history.Is there a away to automate so if the ad order in table A is changed, say an issue 3 (y) is removed, I can identify what value was removed and go and find that entry in table B and check a box that says "ad cancelled?"And conversely, if an issue is added to an ad order, could I identify what issue number is added and then generate a new record in table B for it? (Say XYIssue5)?Thanks!

I recently had to update our password on Hootsuite... we have posts automated to post on Hootsuite from Airtable, so I immediately went into Airtable to update this account info... Unfortunately Airtable gives the error "could not authorize this account" repeatedly... If anyone has any ideas on how to fix this I would appreciate it. 

HiI want to define feature status by automation.For example, if all the user stories of the feature are done then the feature is considered as completed.Is it possible without a script ?Thanks for your help.

Hello everyone,In short, I am trying to use an automation to combine multiple single select linked fields into a single multi select linked record.I have two bases: projects and team. Depending on the complexity and size of the project, there may be 5-15 resources assigned. We assign these resources through their own single select linked field so that we can utilize the timeline/utilization function. This makes doing things for the entire team complicated - such as creating a distribution list for the team members -  as we have to create a lookup field for each resource's email, another field to combine them, and another field to format it. I thought a simple automation could address this issue. It is pretty simple: when one of the 15 single select linked records is updated, it updates the multi select "team" field with all the assigned resources. I am running into two issues: 1)If I don't put a separator, then the multi select merges them all together (Instead of the field h

I'm a javascript developer, but all the examples I can come across are either too nuanced or specific for my needs, so I'm hoping to find a simple script to take the following table which has a column of linked records from a third table:Table_1IDLinked1A,B2B,C,DAnd spit out the following table:Table_2IDEach_Link1A1B2B2C2DThanks!

Hello - I'd like to update a date field on a table when an Outlook email is sent. I'm assuming I need to set the "New email is received" trigger and associate the "Sent items" folder in Outlook. Beyond that I'm confused.Fields on the table are:Name: full name of email recipientEmail: email of recipient of sent emailLast Contact: date of most recent sent emailOwner: email of senderThanks for the help!

I am trying to setup an automation for the following:1) At a scheduled time (eg. 10am)2) Send an email to records in Table 1 3) Condition: IF the record has been 'ticked' (A field in the table is a check box that must be ticked, for the email to be sent at 10am).I can setup an email to be sent at a schedule time OR I can send an email if a record is ticked - but I can't seem to do all 3 of these steps. Any ideas? Thank you!

Hi there,I have this script I am working on to update all records in a table based on their currency. Except for records that are in stage 4. I am using this statement to filter through the recordsfilterByFormula: "AND(NOT({Currency} = ''), {Exchange} != '', NOT({Stage} = 'Stage 4'))"The problem is that it ignores this parameter and rus it for all the records. I will be grateful for any help on how I can successfully filter out stage four records. Here is the full script.const dealsTable = base.getTable('deals - test copy'); const currencyTable = base.getTable('test-currency exchange DB'); const deals = await dealsTable.selectRecordsAsync({ filterByFormula: "AND(NOT({Currency} = ''), {Exchange} != '', NOT({Stage} = 'Stage 4'))" }); console.log(deals); const updates = deals.records.map(async (deal) => { const currencyType = deal.getCellValueAsString('Currency'); const currencyField = currencyType.toLowerCase(); const currencyValue = deal.getCellValue('Exchange');

Are you able to have a check box in one base that will trigger the creation of a line of data in another base? I have two bases where I want to combine some of the data into third base, but because the primary fields are not the same I cannot simply sync the data. 

Hi! It says that Airtable automation runs rest every 1st of the month. Our current limit is 50,000. We've been in Pro Plan since 2021 and have never experienced running out of runs. However, just 15 days after February started, it says that we're out of automation runs. We did not add any significant increase in usage. Has anyone experienced this before? Is there a way to get a breakdown of your usage to see which automations consume the most runs? Or is there a possibility that this is a technical error from Airtable's end.Any help is greatly appreciated!

Hi.I got very excited when I managed to insert a gif of a screen recording into an email using the Gmail automation. But, I can't for the life of me resize the gif!I've seen a few other posts that mention removing the '%' sign, so the number is for pixels, I've even put 'px' after the number to no avail. I can't see what I'm doing wrong and looking at CSS script, I can't see anything similar.The code in the email is:<img src="https://dl.airtable.com/.attachments/4264bcfde762b6e6126cc3dcdbdcf244/8e042b16/PortalConfirmTripGif.gif" style="width:300%;height300%" />As I said, it displays, but I can't resize it and it is currently too small... it is just teasing me!!!Any help appreciated.

How I can run automatization on multiple records, not one?When I click 'select a record' it gives me to choose one record.I have around 150 records that I want to be automatized at once.Image for clarity:  

Is there a way to get all notifications for any changes on any all records?  

Is it possible where we send a slack automation with button that when you press that button, it updates a specific column on slack?

I have been requested to implement a feedback system for a local business which has several store locations, I want to investigate if a no-code solution with Airtable could do it, possibly using also other platforms linked to it.The "system" should be able to:Have a Form to collect User's personal data (the sign-up to our system), with a prefilled field (which is the specific store name, which is linked to a hidden Store UID <store_uid>) and assign a User UID to that person.Automate sending a "welcome email" with their User UIDCreate Feedback Forms, and on creation:Create an entry in a database for each User UID with 2 flags set to `false`: <collected> and <completed>.Send to all the Users an email with a form with only 1 text field which when filled with the <store_uid> linked to that User in the database, when submitted will set the <collected> flag to `true`.X days later (7 days) send an email with a link to the new Feedback Form to the Users that

Hello I'd like to askso I have 2 different tables1. [User Accounts]2. [Profiles]how to pull data from column (User Role) with value "Job Seeker" only. which is in the table [User Account]and I want the Primary Column [Profile] table to be taken from the Full Name in the [User Account] tablebut only based on User Role = Jobseeker onlyand hope that the avatar column can also be obtained from the [User Account] table

I've created a simple automation that uses a Gmail account to send out an email. The triggering and the sending work beautifully.The text of the email (as I've entered it into the Automations field for this) includes a personalized URL pulled from the individual record. The URL is a link to an Airtable form that has been *prefilled* for this particular recipient. The problem is that the link comes through very ugly. https://capture.dropbox.com/sWYpsxZqITvdfrRHAt first I thought the link was broken, but it appears that it's not. It's clickable. But it's ugly as sin, and I have some non-tech-savvy recipients of this email who may find that link kind of scary.I tried to format the link like a normal HTML link.  <a href="https://etc">Click here for something wonderful!</a>  And I tried using Markdown as well.  But neither seems to work.

I'm having troubles with "When record matches conditions". I have 2 states which trigger the automation, but if my record is on the first state and I changed it to the second state the automation doesn't run. I'm pretty sure that this has worked to me before because I have used it several times, so if this is going to change for ever it will cause a lot of problems with my databases 😞Anyone else has happened? Please, I need help!

Hi everyone, very simple use case here: When sending weekly or even daily digests - it is nice to have the date or time in the subject of the email! We can do this by using the trigger date from step 1. However the formatting is a bit gross. Is it possible to format this date and time so it shows up as friendly or even use a date format formula within the automations ‘send email’ subject line or body?

I've been testing out Airtable before going into full use at our company and while we are planning to more to Pro, the automations suddenly stopped working even though according to pricing plans there should be no limit that impacts us.An example of an automation that suddenly stopped working is one that auto-fills an order status for a new order when it is created. It checks the status field and if it is empty, it fills the field with a default value (Not started).Suddenly one day the automation stopped working even though there has been no changes to the automation or the table it relates to.When testing the automation everything works, but in Run history it says evaluating the condition failed. I've noticed that Airtable has updated the Automation form - previously there was a section for actions and a separate track for conditional actions. Has this broken all the automations?    

I am working on creating an automated email.  I want the email to go out when a user updates a record.  The email should read the following:[user] has updated [task][status]...etc.  How do I set it up so the user populates in the email?

Hi all,I have multiple tables with the same format and layout which ultimately I would like to combined them into one table. I would like each table to have a field noting the entity name so that when they are all combined into one, there will be an additional column identifying the name of the entity. Is there an auto-populate function where i can auto-populate a field with the table name or do i have to add field manually?Cheers,

I have some 'Time-Sheets' that need to be verified once they are inputted (the record is created). I would then like the record "printed" (sent via email) via the "Page Designer" extension for verification. Is it possible for this to be done? Either using a different extension or a script to be used with Automations?