Automations

I have a super basic table including manager names, email, and a link to their department report form. I want to create an automation that sends out the link to their specific form at a scheduled time every 2 weeks. Setting up “at scheduled time” trigger went as expected however when I start working on the action configuration I encountered a weird issue. The only items I can choose from when I click the blue plus sign to add a dynamic field are shown in this screenshot. As an experiment, I changed the trigger type to “when a record matches conditions” and I am able to access my desired field types for configuring my action step.

I have a base where setting up training cohorts for us to analyze feedback from people we have trained. Team = list of attendees Product/Course = set up of the training class Cohort weeks =the list of course and the week Attendance = attendance at the attendee level In the first table, I select the linked course from our list of training courses. This pulls in the duration (in weeks of the course) and other details. I then have a link to another record set up where you can add multiple attendees to that cohort. I then have automation that runs and creates the X week for the cohort this allows the trainer to set the dates for each week etc. Now to the problem I want to extract each attendee from the field that contains multiple linked attendees and create a new record In this example, 2 attendees have been added. i want to create an automation that creates a record for each attendee as its own line item in the database so we can send a customized survey and check progress over the

I am attempting to create an automation that creates a New Row in in Table {Bills}. I the trigger ({Status}=“Recurring” + {Paid}=“True”) works just fine. I have a {DueDate} Column and Formula Column {NextMonth} that successfully generates a date one month ahead (DATEADD(Due, 1, ‘months’). Works just fine. However: I cannot run the Automation successfully. I want the {Date} Field in the New Record to contain the Value from {NextMonth} from the Initial Record. When I select this Dynamic option, I end up getting some variation of the following Error no matter what I try: “Field “Due” cannot accept the provided value: Could not convert string to date.” Why is this?

I am trying to create an issue that is automated from a trigger in Airtable then creates a task in Jira. It is working other then it is not bringing over the labels in Airtable into Jira. I have tried single select, multiselect, text field. I made sure it is a label that exists in Jira and matches exactly in Airtable. Any advice on how to get labels to populate from Airtable in the Jira task when it is created?

I’m pulling in a Webflow form into Airtable using the web hook automation. There is a checkbox on the form to select that you would like to receive marketing emails. I’m have some trouble getting the checkbox status to feed into Airtable properly. I have the checkbox configured to be Dynamic and I have selected the data field that came in but every time I run it I get an error. Any tips would be appreciated. Thank you J

Hi, there is a way to retrieve/export to file or table the History of an automation, we have to track a several runs that failed due Google API Failed and re run it failed too :slightly_frowning_face: Thanks in Advance Daniel

I have setup a very basic documint integration / automation but when running the test it is returning an error: ERROR Error: Missing fields in URL: record_id at main on line 15 I am very new to automations so don’t know where i am going wrong. the following is the script: const { record_id } = input.config() const params = { record_id, table_id:‘tbld0FXPEY9Ou5LVr’, base_id: base.id, attachment_field_name: ‘Deal Memo’, overwrite_attachments: true } const qs = Object.entries(params).map(p=>p.join(‘=’)).join(‘&’) const url = https://api.documint.me/1/templates/633304e261f4ab000463d2bc/content/airtable?${qs} const response = await fetch(url, { method: “POST” }) const data = await response.json() if(response.status !== 200) throw new Error(data.message) Any help would be appreciated. Thanks

Hey folks :wave: I want to run this automation :point_down: When: trigger t Action 1: Find record from Table T Table T has 2 fields: Email field and text field Then Action 2: Send email: To: email field from action 1 Text: text field from action 1 THE PROBLEM: :point_down: When action 1 retrieves multiple records from Table T like this: Record 1: Text field 1, email 1 Record 2: Text Field 2, email 2 … Record n: Text Field n, email n Result: :point_down: ONE email only is sent as follows: To: email 1, email 2…email n Text: text field 1 text field 2 … text field n :point_right: all concatenated in the same email body. Which makes no sense in the scenario I want to accomplish, since each recipient needs to receive an email with the personalized text taken from text field n from its corresponding record from Table T. Instead, I need airtable to do the following while performing action 2: :point_down: Send text field 1 to email 1 Send text field 2 to email 2 … Send text field n to

I have a program management project tracker. I want to have certain tasks assigned to certain projects via automation and conditions. For some odd reason, nothing is working. I do have linked records (Tasks are linked to projects) and I do have the projects table and the tasks table, so very unclear as to why a record cannot be updated with the tasks. I do not know why the input would be invalid.

I understand that automations are not exactly speedy. I can live with that. But I’ve noticed a problem that is more serious: If I trigger automation #1, and then (while #1 is being processed) I trigger automation #2, #2 may prevent #1 from running to completion. Here’s the problem, in full. . 1, Self-joins not reciprocal I’ve got a table called Parents. I want to link spouses. So I’ve created a self-join called Spouse. This allows me to click on Spouse field for husband’s record and link him to wife. After which, normally, the table looks like this: ParentName Spouse William Porter Joan Porter Joan Porter ? That is, while links between tables are automatically reciprocal, self-join links are not. Normally, I’d now have to go to Joan’s record and manually link it to William. . 2, Automation to the rescue So I’ve written an automation that creates the reciprocal link, and it works perfectly. Now, when I link William to Joan, a second or two later, the automation back-links

Hello, In my base, the records are records of different meetings. These meetings are recurring. When I set the Google calendar automation, Airtable sends an email for each meeting. I do not want to send too many emails. For example there are 10 meetings Is there any way to create Google event for these 10 meetings without sending 10 google event mails?

I want to send an email to a person assigned to interview a candidate. The candidates are in one table and the interviewer with their email addresses are in another table in the same base. The trigger is when an interviewer is assigned (the field is changed to add the interviewer’s name). What’s the best way to set up the automation to find that interviewer’s email address and just send an email to that person?

Hi all, I’m trying to create an automation that will update a linked record field (which sometimes starts empty, sometimes starts with records already in it) based on whether a lookup field is not empty. The original data I am using is sensitive so I created a mock base with the same structure. I have five tables that are all linked to each other, one each for Dishes, Restaurants, Menus, Customers, and Order Instances. There are three make-belief restaurants: Satchel’s, The Forest, and Hidden Agenda. The automation I want to make is for the Customer table: A customer can order dishes either as an individual dish or as part of a menu-set. Though each dish was designed by a Chef at one Restaurant (i.e. a Dish row is connected to Restaurant through Linked Record where only one can be selected), customers can order menu-sets consisting of dishes by different restaurants or place orders for individual dishes by different chefs. I want to be able to link each customer to a restaurant. Right

Hi all , I currently have 3 table in 1 database, one "mentor", one "mentee" and a third "pair". I want to be able to match a mentor and a mentee with 2 criteria such as their cities and their fields of activity and thus insert them in "pairs". But I can only put a trigger on one table. Do you have a solution to target 2 tables in the automation?

:pray: 2 questons and sorry for my english! I hope you undestand me… I want the photo from the image field to be automatically copied to photo social but there is no way, I have to do it manually and it is very little practical. How can I do it? I have a linked database of softr-airtable where the users They publish sports activities. I want to send them a message every time approve an activity for them, but they are not collaborators and I do not want them to can enter the airtable database… we have tried but we get an error. We may send messages to external persons who are not collaborators? As we have to do it, we get an error…

Hey, I am a sports coach and I use Airtable extensively for planning coaching activities and recording athlete results. I have created an Airtable environment where I can plan training themes on a weekly level and use the weekly plan to support the planning of the day’s training. I have a table where one record has information of the planned training week [Table: Week themes]. I give the date of the planned week to record and the formula calculates the week number from it. On the side of the individual training plan [Table: Daily plan] I enter the training day and the same formula calculates the week number there. Now I would like to use an automation that would link the records containing the same weekly number to each other. I have tried to create automation in several different ways without success. Could someone help me with this? Thanks //Mikko

Hi There, I am trying to have airtable send me 1 email every 1st of the month with list of ALL people that have birthday in the same “current” month. So if it’s currently Oct now , then I want an email just with those that have birthdays on this month of Oct. I created a column for the DOB , then another column for the birthday month ( formulated) and another one for “current month” (today’s date). Seems I am missing something since I am not able to complete the automation part , conditions ask me to refer to a specific value and not another equal “matching field” . so , in other words, I was thinking I’ll be able to trigger the system when the month columns are matching. *I really wanted to have the email sent 10 days before that 1st of every month but now I feel this is even more complicated . lol. so the 1st will do too. Any ideas ? Tnx in advance .

Is it possible to have Automations when performing the “Send an email” action to send plain text emails rather than HTML?

I have a table called Tickets. When I am editing a ticket and select a specific menu item from a single-select field, I have an automation that creates a new ticket. This works smoothly when I am in an ungrouped view. However, if my view is grouped in any way, the automation causes the record that triggers the automation to temporarily pop out of the group as if I had changed data that the group is based on – bordered by an orange rectangle with the “Record Moved” label. (Is there a term for this state in AirTable? I haven’t been able to find it!) The temporarily moved record is not that big a deal – if I just hit esc or tab, the record pops back into its rightful place and all is well with the world. But it looks confusing and stupid and people hate it. I’m looking for someway to end the automation with the record back in the grid where it belongs instead of floating in space. The strange thing to me is that the record that moves is not the new record that I created with the auto

Hello : :grinning_face_with_big_eyes: I’d like to integrate a button in an email which will update a checkbox in one of my table. The goal is to validate a customer lead from a collegue. Could you help me out. Thanks a lot

When I put content below the “grid of records” on a client email alert, it shows much larger on mobile than it does on the desktop (see picture). Is there any markdown language I can use to make this smaller than the table?

I am trying to figure out how to auto-populate fields in my Projects table using text from the linked Procedures table – preferably using some type of “apply procedure” button. The Project table has two text field: Project Name and Project Details. There is also a field that links the Project to one of our Procedures. The Procedure table stores default text for the project name and project details that I want to apply to the new project when we specify the procedure to use. After the fields are pre-populated with the default from the chosen procedure, I need these text fields to remain editable from that point forward so we can customize the work as needed for each client. Not sure if this can be done outside of a script? Or if anyone has seen a script like this? Thanks!

There is currently no way to do the following search when finding records in automations: “Where {text} is within {field}” I need this so that I can match records containing a tracking number assigned by an outside entity with incoming email messages that are entered into Airtable. I am currently using Zapier, which does this just fine, but would love to see this in Airtable natively.

I’ve got a table where I add records, and I have another table where I’m trying to make an annual summary of all the records I’ve added to the first table. So I should end up with one record for each year on the second table, with multiple records listed in a linked field. This will happen for several tables across the space. Currently I’m achieving this by having a filter view, to the last 12 months, and then linking the linked field to that view. Then I can just manually select every record that shows up when I press the plus button. However, I’d like to automate that process. My first thought is that I could use an ‘update record’ automation to somehow update the last record in the Summary Table every time I add a new record to the first table. Then perhaps I could use another automation to create a new row (last record) in the Summary Table each year (I’m not sure if that’s possible). Or perhaps it’s possible to pick the record to update based on the corresponding date fields ie us

Hi there, I am trying to create a script that will create new records in one table based on ‘template’ records from another table, and I’m running into an issue when creating the records with Multiple Select fields. I can successfully use the “creatRecordsAsync” method to create a new record, and can successfully push a string or a boolean to the record. But when I try to create a new record and push a Multiple Select value in, it is erroring out. The string value that I am trying to push in matches the string value of the Multiple Select option in my target table. But I am getting this error when I run the script: Error: Field “fldntpeWlvbdfgN8Z” cannot accept the provided value. Any insight? I’m guessing I need to find out the id of the Multiple Select value I’m trying to push somehow?