Automations

Hi there, I’ve got a bookkeeping base I created and added an Auto-categorization feature that’s giving me some trouble. Basically, there is a Transactions Table, a Categories table, a Merchants table and a Rules table. In the rules table, you add the match terms you want the automation to look for, and a linked field with the category you want it to be. The way the automations works is this: record is created in Transactions, triggers automation automation looks to see if any match terms in the Rules table match up with the text in the transaction name if there’s a match, automation runs a script to fill in the category and some other fields (like “merchant”, which is a combo of the Vendor name that comes filled in from the bank plus the transaction year, and “payment type” etc) for the transaction in questionI confess I’m not adept at scripting and enlisted the help of ChatGPT to work this out. The script seems to be working

Hi everyone! I’m working on an automation that needs to create records based on two linked lists, for example: A list of projects A list of team membersQuestion 1:Is it possible to have an automation that loops over the projects list and, inside that loop, creates records for team members only if the record doesn’t already exist? In other words, can I add a condition inside a repeating loop to check for existing records before creating new ones? Question 2:Is it possible to have nested loops in Airtable automations? Or are there any workarounds to loop over both projects and team members together to automatically create every combination without hardcoding? Thanks so much for your help!

I’m using Airtable to organize a writing group, and I’m trying to set up an automation that will send a weekly reminder about the meeting on the day before we meet, but only to the people who opt into the reminders (who are all listed in a “Reminders List” view of my “Members” table). However, when I activate the automation, it sends multiple emails to each person on the list. How have folks set up weekly reminders to a designated group? I can’t seem to get the table’s “email” field to work as a correct input for “To” so I’ve used another airtable community post’s recommendation of the “find records” action to make a list of people needing the email...but now instead of four people each receiving the email once, each of us receives the email four times. Here’s what I currently have set up, in case that’s helpful:Trigger: at a scheduled time (Mondays at 10am) - WORKS First Action: find records (From the “Members” table, make a list of

Hi all,I am in the process of creating a table for my coaching and consulting work. I have listed all my client names and which company they work for in a table. With about half of these people I actually have meetings with. These meetings are all on Zoom or Teams and I am sent a Zoom Meeting Summary compiled by AI Companion, which creates a summary of what we spoke about. Ultimately what I would like to achieve is the following:I would like this table to automatically assign any meeting summaries the clients are involved in, and then in a separate field, I would like Airtable to extract information from the provided summaries to display what the focus has been for the past six months, and another field to provide recommendations on how to best move forward with each person. Is that possible?

I am trying to share information between two tables, a short list of info and a long list of info. There is a checkbox column in the long list that when checked, it adds that record to the short list. But if the record is unchecked, I want to delete that record from the short list, so it is not there anymore. I haven’t found an easy way to do this, so I wanted to throw it out here.

I have to download the attachments from smarsheet and directly upload them in to Airtable attachments column. is it possible as it is taking much time to upload attachments one by one?

Hi people!I am trying to establish an automation which appends a row to Google Sheet when the certain cell in Airtable is filled.Everything is ok except that duration data from a formula cell is not synced as h:mm as in Airtable but instead I get some strange number such as 3427.Is there any way I can correct this?Thanks so much!

I’m having an issue with an automation getting stuck when trying to update a Google Calendar invite, but only in a conditional set of automations. When I test it with the exact same instructions without the other actions it works fine, so I know that the configuration is good. The automation is triggered when 3 fields match conditions. The conditional actions are based on 2 different fields with the first two actions having one of the fields the same (status), and the other field being empty or not. These first 2 sets of actions work just fine with no issues. The second set of actions is a different status, and whether the other field is empty or not.

Here’s what I have:Meetings table with Meeting Status single-select field.Tasks table with Task Status single-select field.What I want to do:When Task contains (blah)and when Task Status is Completed.ThenUpdate Meeting Status to Completed in Meetings table.I did this exact same thing a while ago with the same tasks table and an exam table, and it works perfectly. Here’s a screenshot: But when I set it up exactly like this one, it doesn’t work? I’ve even duplicated the automation that does work, only changed the action’s table and field, and it still doesn’t

Buenas tardes a todos, tengo una tabla de clientes que tiene un campo casilla de verificación que se llama Realizado, y me gustaria crear una automatizacion que cada 12 horas el campo de verificación realizado se modifique a 0. quiero decir que recorra toda la lista clientes y modifique el campo a 0 que todas las casillas marcadas se desmarquen. gracias.

I currently have a table called template table with about 100 items in it. I want to run an Airtable Automation, so when a new record is created in a second table (Request Table) and the name of the record matches the name in a field from the Template Table, I have a step to find all records with that name in them. Let’s say for that new record from the Request table there are 10 matching records in the template table. What I want to do now is go into a new table and copy those 10 records and essentially create 10 new records in the new table with all of that information.I created an automation for this consisting of 3 parts:Trigger: When Record is Created (Request Table)Action1: Find Records (Template Table)Action2: Create Record (New Table) The problem that I am facing is that instead of creating 10 records in the new table, it takes all 10 records found in action 1 and puts 10 items into a single field for all fields in the table I am copy

I’m running into an issue with an automation that should create a new record in a table and link it back to the source record. Here's my setup: Loom incase you dont want to read below :) I have two tables: New Applications, which contains fields like Full Name, Cohort, Officially Onboarded Date, and Status (single select). Board Buddies, which has a linked record field called Member Who is Onboarded (links back to New Applications). It also has fields like Cohort, Officially Onboarded Date, and Name that are lookups or formulas based on that link. The automation is set up like this: Trigger:

I want to make sure I'm not missing something. I have an automation that copies some data columns from one table to another, when a button is clicked on an interface. It does this for batches of data, and I have a checkbox to mark when the automation reviewed a record.This is easy to setup using the Repeating group feature.However, I also now want it to check for duplicates. Rather than creating a new People record, I also want to check if that person exists.This would require using the Conditional Logic tool in automations. However, I can't seem to use both Conditional Logic and Repeating Group. I'd like to 'Repeat' through every record, then use a Conditional Logic by finding if a match exists.I'm guessing my only option would be to script this using Javascript in the automation. Is that correct or am I missing something? 

I have an automation that runs everyday, looks for records with certain conditions and if they exist, adds them as a grid to an email that is sent out. The problem is, if there aren’t any records that day, I get an error because it still tries to send the email. Conditional logic(else do nothing) to prevent an email from being sent if there were no records would make sense to use here. I don’t see those options coming up when I try to add actions. Am I missing something or is this a bug? I’m not looking for an script alternative. If there a way to do this using the block logic I’d like to know.

I'm trying to create an automation that when a form is submitted to one table (Touch Points) then it also updates another record in a different table (Global Worker) I’ve got the RECORD ID formula showing in Global Worker table, and am Linking the automation to it.However I’m getting the Received Invalid Inputs. Not sure what I’m doing wrong here. ​​​​​​ 

Hello, I need help in resolving an issue with an automation I created that includes an  integration with documint.   The workflow begins with a form where several names can be submitted to recieve an award certificate.   In my automation each of those names creates a record in a table and then upon creation of the record I have the “award” generated in Documint.  It seems that Documint cannot handle multiple requests at once, so it kicks back an error.  I need to create a delay between requests in some way.  any suggestions? 

Hi!I want to send invite for event and I want to track who RSVP. How do I build base or connection? I am thinking weebhook. So every member gets email with the specific webhook (record id), but where (in which table) do I put it?These are my tables: Members/Events/SpeakersHow can i send email to every member with a link (webhook), that when the member click on "i am going" button in email, I can see the list of all who clicked either "i am going" or "i am not going".I already created webhook in make and I added it in AT and customeyed it with record ID.https://hook.eu2.make.com...' & "?Record=" & RECORD_ID()I put this field in Members table.Then I create automation:Trigger: if the date of event is 1 week before today - in table Events1st action is find records - in table Members

Hey All, I am stuck trying to change a ROLLUP % field into a string so that it can be displayed in an automated GoogleDoc. At the moment when I try to create a string it fails to display anything in GoogleDoc tests, just shows a blank space. In the automation plain I can select the field without a problem. The ROLLUP % I am trying to turn into a string is a summary of one of the criteria in our survey → the roll up field is called “CourseDesign%” IF(values, (AVERAGE(values) / 5)) My attempt at creating a string is: IF(LEN(CONCATENATE({CourseDesign%}))>0,CONCATENATE((ROUND({CourseDesign%}*100))&“%”)) Any assistance appreciated! Thanks :slightly_smiling_face:

I have a list of “Hire Days” in a table. Each record has a bunch of information including the assets being used on that hire day, the staff member and the Day (as in Date) of that hire day.  When a ‘new record’ is created, it want it to trigger an automation. The automation will be a script that compares the day and the asset of the new hire day record. If there is already a record with the same day AND same asset, I want the script to produce “Clash”, otherwise “No Clash”. Can anyone help me?

I think this is a new issue, but now when I try to return an array (as a list) from an Automation, the value is empty. If I convert it to a string, it returns the string value (see code and output below).The array looks ok in console.log(). It’s just a series of ID numbers.   

I'm building an inventory system and I want to link products across different categories. I tried using linked records, but I'm not sure it's the best approach. Does anyone have tips or alternatives?

i have been working on some new automations and i just ran into an issue that i haven’t seen before. existing automations that (i assumed) have been working fine are not displaying correctly. they are showing what looks to be a Record ID instead of the field. and when i try to edit the conditions, it errors out. i reached out to support, but who knows if i will hear back from them.any ideas? 

I have a situation just arise in the last hour. In Script, when I use the select control to get a field from a Find action, instead of returning the Field Name, it returns the Field ID. The selection process seems normal, and I see the field name and the value in the picker, but it returns the field ID instead, which does not work. It’s happening in several places. I’ve tried shutting down and opening again and creating a new automation, but I can no long select fields. Any thoughts?    

I am trying to set up an employee scheduling table. The table has links to my events table and to my employee table. The events have a "Start date" and "end date". Is there a way to create new records in the scheduling table pulled from events in the events table for each date in the start to end range? Ideally it would have all the event info in each day of the range. Employees are scheduled for full days so i wont need times, i would just like the ability to be able to add employees to each day of the event. Thank you for any help!

Since the updates Airtable has implemented in the last week or so, I am having an issue when trying to run certain automations.Mainly I notice this with my Generating PDF script automations (integrated with Documint).I will set to Generate and the automation used to take 10-15 sec at most to generate the Documint PDF and paste into my attachment field, then update any other fields. We have several of these set up across bases that all operate without errors.As you can see in the screenshot below, the automation is taking a long time to trigger and usually I see the below as ‘You edited this record in 2mins’ rather than ...min agoI’ve also been having an issue with running the automation again and again on the same record - for testing and adjustments, and the automation not running at all. In these cases automation history log will show (correctly) that it ran exactly the time I clicked the trigger, but the action d