Automations

Hi, I have a sales team that inserts every sale into a DB on to Air TableI would like 2 do an automation that sends me a daily report with1 - Sales on current month (how much)2 - Sales on current month (how many) 3 - Sales on current week (how much)4 - Sales on current week (how many) Maybe make it in 4 different emails and get those numers in the subjet like "Daily Report - Monthly Sales = R$ 1000 / 10 sales" and "Daily Report - Weekly Sales = R$ 500/ 5 sales"Is there a way?The field names are "Pagamento 1" for date "Valor Total Projeto" for amount of money of each saleThanks in advance =DJuan  

Hello, my usecase is to sync a record whith a third party server using an HTTP Request and write back a sync Id. The behavior of AirTable feels very weak for somthing that should be simple.Trigger an automation on Create and Update require 2 automations ! So duplicate and maintain script code . The workaround in an other message is so complicatedAutomation trigger while editing, sometimes it is usefull, in that case it's a real pain that trigger multiple request in parallele. Automation should have a flag to prevent that. 

Hi all!I'm working on building a Google Docs Automator where the automation updates a google document instead of creating a new one. I was able to create the content to pull all of the applicable data I need, but I noticed it's just adding to the content of the google doc, rather than replacing the content in it. Is there a way to set up the automation where the content is replaced with each automation run (i.e. "update")?For reference, this is to build itineraries for individuals that I have set up to update once a week (for now, but may increase the frequency later) - so it gets a bit cumbersome and superfluous in the document very quickly if it keeps adding a full schedule on top of what was already in the document - not to mention confusing for the folks referencing the schedule.Thanks for any help that can be provided!

Hey folks, I can’t create an event based on dates in my table. I need to create an event based on formula born date-times, and that didn’t work; but even now testing with normal date columns (with hardcoded values) didn’t work as well. It encounters an error: Unable to parse datetime: “” But there is definitely data in those columns. Here is an illustration.

I am needing help.I am needing to send 1 record to a group of email in different states. Ex: One email request to and email group in TX, another different request to an email group in FL and have it automated when the state or country says the group. (TX to TX group, UK to UK group, FL to FL group)  

Hello!  I've been mulling over how to optimize an image in the body of an email for an automated gmail connection- to send an email based on airtable records.  I was able to add the image using airtable supported in-line HTML tag <img src="https://www.btsministry.org/images/logoNEW_02.png">It optimizes perfectly on mobile, but the image is massive on desktop/laptop viewing sizes. I've currently not had luck including image sizes through Style or including specific px sizes. I.e. style="width:300px;height:150px”; Any suggestions on how to optimize the image size using airtable's supported HTML/CSS (span, style, img) ? I may just have the html syntax wrong 🙂  Thank you!!

Hi there, I have a table called "activities" that links to a "users" table and a "products" table.Each time a user upvotes a product, a new entry is created. (Picture 1)I am trying to set up an automation that updates one field in the linked product, with the user who upvoted that product. (Picture 2)It seems like the linked fields appear to be empty for Airtable. Only when I untoggle the fields the actual user or product appears. (Photo 3)I keep getting an error message, for an automation that should really be simple. (Picture 4)How can I fix this? Does Airtable not support Linked Fields? How can I get the linked field info to show up in the field values?I spent 5 hours trying to fix this. Any help or pointer is greatly appreciated. Many thanks!

I’m setting an automation to copy a value from a lookup field (formatted as currency) to a currency field. The tests run fine, but the automation doesn’t get the value from this lookup field when it goes live. It works if I set a manual value in the automation, so it seems something wrong with getting the value, the field type or something like that. Has anyone hit the same issue or has something to add to help?

Hello! I have to calcualte a scheduled delivery date field that adds time to the order date based on a combination of the number of pages and whether there is expedited processing or not.  I was able to get the formula to sort of work using IF and DATEADD but the thing is that these are based on ranges and the formula is getting very long since it needs to determine a page range and then verify if it's expedited or not.   Does anyone have any tips on how to solve this? Ideally automations would work but I can't add a formula there. 

I’m trying the following in my automation; Trigger is when record in Offer table changes status. First Action is Find Records from a Customer Table Second Action is to Create Records in Marketing Table for each of the customers from #2 above. However, I don’t know how to do that. Is it possible to iterate a list in automations? Regards, Ruchika

I want to create an automation that will do the following:When a status is updated to "client reviewing quote," the date in the "quote sent date" column for that record will fill automatically with today's date (in other words, I can't put in "3/20" because I want it to be contemporaneous with the date the status is changed, not stay stuck on one date).I have searched around and tried a bunch of things but cannot seem to figure out how to do this simple automation. Anyone know how to help me?Thanks!

We have two tables:one that captures all the costs for a project (the BOM Table). There are 10 different cost centres in the table (Labour, Kit, Travel, PM resource etc).one that tracks cost changes and liability for those cost changesThe reason to split this out there can be multiple different cost changes in the BoM and also the cost changes have a separate billing workflow (external liability for those costs if they relate to scope change are to be invoiced).The cost changes are calculated in the BOM table (we have automation that moves "previous costs" down in an "updated BOM" records).What we cannot do is get one automation that moves the cost increases for all cost centres into the cost tracking table.  

Now filename's "does not contain" will compare the whole name. instead of a part like other fields

Is there a way to convert formatted text to markdown format for use in automations?

I have an automation that creates a numbered sequence once a checkbox is ticked (e.g. 1, 2, 3) by updating a field using 'Length of records".The issue is it has maxed out at a 100 and I need it to continue. Does anyone know how I can continue this automation beyond 100?

I've been running into a frustrating issue, and there doesn't seem to be a clear solution based on the conversations I've had with the support team in the past.On the surface, it sounds simple: Slack can't (or won't) authorize the Airtable integration. Tried to connect in all browsers. Tried changing my log-in process. Tried changing my Slack access. Nothing.Looking at the Slack App Directory, it appears that users in our Slack instance are missing the authorization to 'send messages as Airtable'. Is there a way for me to add this authorization manually? Is there a simple solution that I'm missing?Thanks in advance for your advice!

Hi everyone, I'd love help finding the embed code for this summary extension. I am trying to export this number to a Squarespace site, as shown below. I can't find the option to get the embed code. Any suggestions?

I am trying to set up an automation and am a newbie.  I am having several issues: 1) When I insert datafield in the email, some of the datafields will draw the correct data. Other datafields show up as a blank. I know this will happen as if I put a cursor over the datafield that works then it says Source: (the description of my conditions) and Preview: the resulting correct information. For those that do not work, only the Source information is showing. No preview information is displayed. 2) Sometimes the underlying data does not update in the automation. For example, if I change the emails in the record that is to be sent, it updates in the database but not in the preview of the email. Is there a "sync" I need to do to update an automation's data before I run it?3) I see various suggestions for addressing the formatting of numbers and dates in an email in the community thread. Some ideas are several years old. What is the current advice for how to have the friendly ver

Hello!I have a base with 3 tables:a Contacts table,an Organization table, anda Membership table. In the Organization table, I have a linked field to the Contacts table called "All organization contacts" where I link all Contacts records associated with that "Organization" record.In the Membership table, I have a linked field to the Organization table called "Organization" where I link all Organization records associated with that membership. In the Membership table, I have a linked field to the Contacts table called "Membership seats" where I link all Contacts records that have a seat on that Membership. In the Membership table, I'd like to add a lookup field called "Other organization contacts" that pulls in any Contact record linked to the Organization linked to that Membership record that is NOT already linked in the "Membership seat" field. I don't mind doing this with either an automation or some sort of combination of fields, but I want it to be

Hi All,I'm no coder so excuse my lack of ability to explain this coherently.I am working on a booking system to book out kit, one suggestion has been to have a record with a master check box button for certain tasks that require a lot of, but always the same kit, that you can select and will automatically tick true the sign out button on the individual records of the kit connected to this master select button. Rather than having to go through and manual sign out individual records each time.Is this possible to so through Airtable? is this a scripting automation or can it be done through the preset automations?Thanks in advance, and hope this makes sense 

Hi there - I am trying to BCC in my automation but it is not allowing me to... either when I type directly or lookup from the table. What to do?

Hi there - I have tried a few ways to do this but have been unsuccessful. Here is what we are trying to accomplish >> Matching one company to grants that have matching sectors, location and demographics and each can have a deadline or no deadline. The problem is that when there is no match the automation for 'Update Record' deletes the records that are already matched in a field. So I tried to make 6 different fields to match, and thought I could concatenate the look-up IDs but when I use the formula to concatenate the IDs, the commas go away...  How is it possible to either: 1. Use the Update Record when there is no match and have it keep previous records? 2. Combine the record IDs so they all have commas and/or can add all of these to one look up record so we can send an email with one table instead of 6?    

All I'm trying to do is pass on a webhook to make upon clicking a button on an embedded view on my website.Here's what I tried;1) Button: Open URL - passed on the webhook to make without issue. BUT it opens a new tab, which I'm trying to avoid.2) Button: Script - ran a script and passed on the webhook without issue. BUT the script button does not work on an embed view on a website. Could someone help with a solution?

Hello,I'm relatively new to Airtable, so please bear with me.I have a list with four columns, two of which are for names and contact information and should remain unchanged. One column contains information for the day, and the other is a checkbox.I would like to create an automation that clears these two columns every day. If the checkbox is checked, it should be unchecked, and if there is text in the information box, it should be emptied.Is this possible, can anyone help me?

Hi Airtable Community,Context: I started using Airtable 1 year ago and have gained familiarity with the basic functions (bases, integrations) but have not yet learned how to use Automations.Our organization is hoping to automatically send out a Volunteer Satisfaction Survey 6 months after a Volunteer submits an Onboarding/Demographic Survey. However, our Volunteers join us throughout the year, which means that this Volunteer Satisfaction Survey would be very tedious to administer if we needed to do it manually. Is there a way that Airtable or Automations can help us with this? In other words, is there a functionality that auto-sends a second survey to a user, within a set period of time after they fill out a first survey? If there are any resources you can point me to, or existing tutorials, I'd greatly appreciate it.Thanks so much!