Skip to main content

Automations

Ask your questions about Airtable Automations here.

  • 5,196 Topics
  • 16,198 Replies
5196 Topics
M
MaxGNew Participant
posted in Automations
Email a class Roster to instructors once class is full

Hello,In one base I've created tables of instructors, students, classes, locations and training dates and linked them.  I've automated signup genius to populate my students table when someone registers for a course.  I've set the total number or students for each class and a calculation of % of full.  When it reaches 100%, i have an automation update a record on the class page indicating it's full (although I'm not sure that's really necessary).  When that happens I want Airtable to email (through my Outlook) a roster of the students assigned to that "full class" to the two instructors associated with that particular "session" or individual class.  I cannot figure out how to do that. 

94
TheTimeSavingCo
R
Ruben_RossvoldInspiring
asked in Automations
Airtable Automations

I get served a list of 500 company numbers every weekday at 5 am, i need to have available information for my sales agents by 7.30 am in the morning.This i solve by using an API that collects the information from a government website where i come from. It's the only source available.The API is limited to just one company per request.I have solved this code wise using a for of loop which loops over my table, sends an api fetch request based on the number, then inserts the information, then starts the next loop.The issue I'm facing is the limit of 50 fetch requests pr automation.The only solution i can come up with myself at my current code/situation is to make the automation limited to 50 runs pr automation, then make 10+ scheduled weekday runs.I have access to 50.000 monthly automation runs so that's no issue, but there has to be a better/ More elegant solution than this?Here's an example API link:https://data.brreg.no/enhetsregisteret/api/enheter/929135180/roller?The number marked in

134
R
P
Patrick-KennedyInspiring
asked in Automations
"unknown attachment type" automating a PNG upload to Facebook Page

I have an automation which makes a Facebook Pages post.Trigger: when a record gets a PNG added to an attachment field.Action: Make an FB Pages post with the attached PNG file.Odd thing is that the trigger and actions all work in manual testing mode, but when left on autopilot they don't....though occasionally one might (see the bottom of the run history in the pic)Anyone have any success making FB Pages posts w/images included?Any idea how to make an image file type that live automations are happy with?Thanks!

930
P
L
Luigi3New Participant
posted in Automations
Split one record in multiple records

Hi all,I need to create from a single record, multiple record, in the same table. If in one field there is a specified keyword, I would not a single row but 2 or more records. Is it possbile?The "source" record could be added from a form or if is it possibile from an email.Thank you very much.Luigi

815
Karlstens
G
geophileParticipating Frequently
asked in Automations
Exit automation script before reaching the end

I am writing an automation script that takes an input X. I lookup X in a table, and then go on and do stuff with what I've found.But if the lookup comes up empty, (no qualifying records), I want to exit the script. I could do this:if (X was not found in table) {    output.set("error", `${X} was not found`)} else {    // do stuff}But this gets messy. If I need to lookup X, and then Y, and then Z, then each additional lookup results in more indentation of my code. What I'd like to do is this:if (X was not found in table) {    return from script}"return" isn't allowed. Googling has not provided an answer.Is there any way to do what I want?

1090
G
P
philipppoNew Participant
posted in Automations
(Auto)Copy word definition from a web dictionary

Good day! I want to link certain text lines from a web-site (say, Cambridge dictionary (https://dictionary.cambridge.org/dictionary/english/do))and automatically create word definitions in my spreadsheet. Is there such an option in AirTable or Bubble.io? Thank you

61
TheTimeSavingCo
T
Townsquare_ContNew Participant
posted in Automations
Trouble Connecting to Facebook Page

I'm an admin on 300+ Facebook Pages. When I try to select a page to tie an automation to, I receive this error message: "Facebook returned an error. Error hashes: rm0604cd3138feed20, ufm7db6c9a23a36fa83"Anyone else encounter this or know of a workaround?

62
P
Z
zeremKnown Participant
posted in Automations
How do I create/update a record in Airtable via Integromat?

Hey friendsI want to perform such automation in Integromat (MAKE) ->1. A lead enters via a webhook from an Elementor form.2. A check is being made as to whether the same lead exists in my system based on 2 parameters:Once by email -> not found?Going to check the phone.3. If the lead exists -> it is updated according to what I choose.4. If the lead does not exist -> it is created.how can i do that Something seems wrong to me in how I work with it.I would appreciate your help, friends.Thank you!  Search Records: 

50
Z
J
Jodi_HarrisNew Participant
posted in Automations
Converting "Create records for multiple templates" extension to automation script

Hi all! Hoping you can help me with something. Context- I need to be able to load a template via an interface (therefore, can't set up a button to do it). There is a handy little extension in Airtable called "Create records for multiple templates" that basically sets up a script for you to achieve this. However, because I need to move this into an automation, and the automation action "run a script" can't communicate with the extensions dashboard, I need to convert the dashboard script to work for automations. I've updated the //define fields from script settings portion, but I haven't worked out how to hard code in the part where it wants user input on which record to choose. I've pasted the script below, and the lines (I think) that are the issue are 24-34 (under the // Select parent record to create child records & select type section). I basically want it to run the script on the record in which the automation is triggered by. So in this case, there is

164
J
D
Daniel_HamerNew Participant
posted in Automations
Duplicate Record Automation Failing

Hi there. I use (or used) an automation via a check box to create a duplicate quote record when e.g. the client wants to make amendments to the line items of a quote and I want to keep the existing quote. The duplicate record automation replicates a few fields from the previous quote and copies them to the new quote record as per the image below: The problem I’m having is that the Line Items table’s primary field is a formula field so it looks like the automation doesn’t like it and spits out the following error: “Field “Name” cannot accept the provided value: Cannot modify a computed field.” This automation has actually worked before so I’ve no idea why it’s not working now or something has changed somehow. Is their any way to resolve this or shall I just forget the idea of being able to duplicate this record within the structure of my base? Thanks! Dan

81
R
Z
zeremKnown Participant
posted in Automations
In automation for Google Sheets - how to add an automatic number to each new column?

HiI have an automation that transfers the details of the record to a new column in Google Sheets.I want the first column to write the number according to the report adders. That is, someone else joins Google Sheets - it writes the number 2 next to it. After someone else joins, it writes the number 3 next to it.Thank you! 

11
Z
C
Cady_Smith1Participating Frequently
posted in Automations
Automatically Set Start Date

I have a project schedule. When I change the end date on Task 1, I want it to automatically adjust the start date for Task 2. Is this possible via an automation somehow? In the example I added, the highlighted field would become 5/5/2022.

212
S
S
Sara11Inspiring
posted in Automations
Real url and bullet list in emails

Hi, I'm trying to send personalized emails to my clients with a list of projects/attachments. I uploaded all the attachments in Onedrive and used the links to create an automation in this way:But when I used the grid or list, the URLs were just text, and they aren't in the bullet list format.Is there any way I can create a bullet list of real URLs that the client can just click?The "InnerJoin2" and "InnerJoin" are just text, because they are a result of an automation script.Thank you very much!

353
Vic_Airtable
Margaret_Picker
Margaret_PickerInspiring
posted in Automations
Moving records between two separate entities who both use Airtable

Hi,Our County Council use Airtable to record prospects for home energy efficiency work.  The local energy advise organisation uses Airtable to track the energy efficiency work done with those prospects who live in its local area. (I configured both systems)Both organisations have pro plans, but are completely separate legal entities.I need to move records between the two.  I know I could download to a .csv and import the data to the other base, but there must be a more elegant solution and I am wondering if other people have addressed this requirement.Cheers Margaret  

53
TheTimeSavingCo
R
raechylNew Participant
asked in Automations
Questions about Find a Record action after Time-based Trigger

Hi, I think I'm struggling understanding how the Find a Record action works.I'm attempting to create a monthly reminder email that needs to include information populated from a current record. If I use the At a Scheduled Time trigger, I have to use Find a Record to pass the correct information into the automation.Is it correct that it just passes information as a list? So if you're only returning one record (which should be the case with my conditions), then it works as I need it to (for instance, using a field for a link).However, does this mean I cannot use it to populate a file in my email as an attachment? Am I going about this the wrong way?

70
R
E
Elizabeth_AuctiKnown Participant
asked in Automations
Create records for multiple templates - add fields

Hi there, I copied this script from the scripting app. I tried to search in topics already but I am going around in circles and still getting errors. I want to copy two fields additional fields from my task template to my tasks. The fields are called Status and Stage. The fields are same names in both tables. They are single select. Can someone help. I added these following lines based on info I could find in topics but I am still receiving “Error: x: Can’t create records: invalid cell value for field ‘Status’. Could not find a choice with that ID or name at main on line 126”

218
TheTimeSavingCo
C
CE_Management_TNew Participant
posted in Automations
Using data from lookup without calling all fields

HeyIs there any way, to use data from the linked record without looking-up all needed fields to the view?To picture that: 1st notice field is a linked record for the "Document number" from another view. I want to send an auomatic email that is having some variables from the linked record, but without looking up all needed columns to the view, becuase my database is already quite heavy and I have around 60 columns hidden.Based on this example, in document number paul1 we have linked record of another document - Anna 1 and we look up for the attachment from this record - 1st notice attachment. Now I can obviously use this attachment in email. But would it be possible without calling it to the view? 

71
Karlstens
M
Mohsin_RazaKnown Participant
posted in Automations
Creating an automation to find records based on condition

Hi everyone, I’m creating an automation to find records based on various conditions from a table. I have two tables let say Entrepreneurs and Midwest Investors. when a form submitted in Entrepreneurs then I am trying to find a records from Midwest Investors that matches with new record in Entrepreneurs. Here are the condition Conditions are: Midwest Investors with Entrepreneurs Investment stage has any of Investment stage Investment verticals has all of Industry Ideal revenue is Annual Revenue (Projected This year) Investment Geography has any of What region’s doe’s the Company operates in. The above 2 condition should always match to proceed further but in airtable automation all conditions are either in “AND” or “OR”. So, how to achieve my goal here? Also, how to create document with matched data for entrepreneurs(if its possible to create sheet).

101
Karlstens
P
plyskeInspiring
posted in Automations
Send Records to a "main" Record

Hello everyone! I hope that someone can assist me in this. So I've made 2 tables: One with tickets from Zendesk (synced through Airtable) and one with issues reported from customers. Let's say that we have Issue A and 5 tickets associated with this issue. I've linked Issue A with Records from the first table so that I am able to "attach" Records to the issue Record (issue A). However the overview in the selection window is not very good since not a lot of information is available due to lack of space. And it's not possible to search by ticket tags fx. Therefore I want to do it the other way around by selecting the relevant tickets form table 1 and send them to the Issue A Record in table 2. Isn't that possible? 

10
P
J
Joe_SimhonNew Participant
posted in Automations
Workflow Decision Tree for Proposals

Hi I am new to AirTable and been racking my head for the past few hours on how to accomplish this. I am not sure if AirTable is the right platform but I do want to run my whole business from it so at the very least that it integrates with it. I am an engineer and have several types of projects. Right now I manually create the proposals but I want a solution that I can have my employees create them based on a question decision tree style format. For example: the input would be “Type of Project” with options of Inspection, Design, etc. Then based on the selection there would be different follow up questions. Ultimately it would spit out a pricing structure and notes for scope of work, exclusions, etc. All based on the inputs. I have created a basic flowchart. But I cannot find any solution to make this work. Without reverting to my excel sheets to manually create this. Is there any solution out there? Ideally it would pick up information from AirTable based on specific client types as fa

601
C
S
Sara11Inspiring
asked in Automations
Inner join between attachment url

Hi, I'm trying to do an inner join between two columns and print in a new column (only the attachments that are in common in both columns). The problem is that the columns have attachment URLs, I tried to use the Script that @Andrey_Kovalev  suggested to me for just text, but it just prints me the first element or anything.  Those are the two columns that I'm trying to merge (Total Primary and Total 2). Total primary is: and Total 2 is: This is the result that I obtained: For example Sara should have Test 3 and Test 1, but She has only Test 1.This is the code that I tried to use with automation: //collect input let Rec = input.config() //load records let table = base.getTable("Users") let record = await table.selectRecordAsync(Rec.RecID) //declare inner join array let innerJoin2 = [] //function for filtering unique array entries function onlyUnique(value, index, self) { return self.indexOf(value) === index; } //check existence of the r

120
S
G
Gaurav_GuptaNew Participant
asked in Automations
Google Sheet to Airtable Data Update Error

Hi, I am trying to update the existing records in my Table through Google Sheet and everytime I try to run the automation. I am getting an error “Received invalid inputs.” Record ID provided for Update record automation matches the ID in the Google Sheet along, I am just trying to update one record for now. Please help. Existing Table Existing G-Sheet Error while testing the automation

142
G
B
Brian_LWANew Participant
asked in Automations
Extract/filter unchecked items from a rich text field

Every day I update all of my clients on the items I need from them so I can keep their projects on track. Having separate records for every single subtask is overkill so a single record is the parent record and I use the rich text check boxes “”/“” to keep track of the subtasks. For example: As the clients completes subtasks, I manually draft up an email or text with what is still needed. So I’m looking for a way to filter out subtask #2 and only leave me with: Subtask 1 Subtask 3 Any ideas?

223
B
L
lars_bNew Participant
posted in Automations
Simple automation only works partially

Hi all,In an attempt to make a "scan inventory" system in Airtable, I have been playing around with the following automation:I have a base with all our products listed in "All products" and another linked table "Scanner" that links back to "All products"The primary field "Scanned" is setup with this formula: IF(Barcode, "OK", "Waiting")So if the "Barcode" column is empty we show "Waiting", and if not we show "OK"I then have the following automation setup:So basically, whenever "Scan status" changes from "Waiting" to "OK", we want to update that record by inserting the "Barcode" value into the linked column "Link to All products".This works everytime I test it inside the Automations tab, but when I try testing it by scanning some real life barcodes, it only works for some records:I have of course verified that all the records actually do exist in the "All products" table.The error I am getting in the automation history tab is:And so my question is basically, why does it sometimes w

43
kuovonne
M
Magic_UserNew Participant
posted in Automations
Check if the value exists in another table and ..

Hello,I'm new to Airtable and I have a question.I have 2 tables:The first table collects data from influencers.The second table checks via Instagram Integration whether there are new posts in which we have been tagged.The first table should check in the second table whether an entry exists.I imagine it like this:Check if the value of the Instagram Username cell (Influencer table) appears in the Username column (IG Mentions table).If yes, then output the value of the cell Permalink (table IG Mentions) in the cell Mentions (table Influencers).How can I do that?Thanks!!

101
kuovonne

Badge winners

Show all badges
Terms & Conditions