Automations

Hi, I am trying to send emails using Airtable’s automation without relying on Gmail integration. I want to send email based on automation trigger and user the templates I have on Postmark to fire the emails to specific people. As anyone worked with Postmark and Airtable together? I know Sendgrid would help me with this, but I am trying to use Postmark in for this one. Thank you very much for your help

When referencing a 2nd table, I’m receiving a “Received invalid inputs” error. I have Table A in the initial steps of the automation, and then set up a conditional action for Table B to be updated based on the results from Table A. When I select Table B in the conditional action, it still references Table A. Is it not possible to reference two tables separate in an automation?

TLDR: A table with parent-child relationship among the records. I want child records to inherit certain data from its parent. I am trying to do this with Automations, without success. We have an AI process that identifies individual Documents contained within a PDF file, and then extracts certain information from each Document. An example would be a 100 page legal contract with several Exhibits, Addendums, etc. That data is imported into Airtable. Some rows represent a File and some rows represent individual Documents that are part of that File. I would like to set up an automation that will allow the Documents to inherit certain information from the File record. Each Record has a FileID that is globally unique for each File, and a DocID that is globally unique for each Document. I can also identify the first Document in the file based on Page#, and the number of Documents in each File based on a Count from a linked table. When a DocID has the same FileID as another DocID, I want the a

Hey, What I am trying to do is, In one Data base I am trigging action from one table and the action has to happen in the other table. For Example: The Table in Which the Action is Triggered is “Podcast Tasks” which contains the tasks on of Podcast table and the table in which the action has to happen is “Podcast” If I mark one Task “Done” from “Podcast Task”, It must change the Stage of the “Podcast” table. But I am seeing that in the Automation you cannot Trigger automation in one table and action will happen in the other table. Thanks.

How do I use automations to compare overlap between two tables of products? I wanted to trigger the automation with TBD, have it look at the table of 2021 products. If matching model number was found, it would mark the corresponding one in 2022 as REPEATED or if it couldn’t locate a match, it would mark it as NEW. Below is my attempt, but it isn’t working. Is what I’m trying to do possible with automations?

I would like to replace the date in the field “date” by date +5 days as soon as it is today. what I have tried so far: My first formula [Called: Formular1]: IF(IS_SAME(date,NOW(),'MINUTE'), "Now") The Second Formular [Called: RepeatCalculation] DATEADD(date, 5, 'week') Next, I attempted to set up an automation: Trigger: “When a record matches conditions” when Formula1 is “Now” Action: “Update record” Record ID “date” When chosing Field i can not select my [RepeatCalculation]Formula. The following error message appears I think I have missed something. I am grateful for any help. Sorry: English is not my mother tongue

Have an automation… Trigger - When Record Enters View Action - Run Script That script fires webhook. Works totally fine with Make and Pabbly… Zapier won’t fire. Unfortunately the app I update is only in Zapier. Any thoughts??

Hi everyone, I want to add a field with shared image URL from Drive. There’s a lot of image so I want to use Make (Integromat) but I don’t know how to set up. Here’s my attempt:

Hi I have set up an automation to send customers an automated email which includes a pdf link to their campaign report. The link works fine in airtable, but when included in the automation we can see the code is changed (underscore removed). Welcome your thoughts on why this is happening and how to solve thanks! top code = original bottom = received via automated email Original Link - https://docs.google.com/feeds/download/presentations/Export?id=1SyOq9Vym7qkH_nZEnGYMyLWWOn_p-H7b5CvMOSMIYDg&exportFormat=pdf Link received via automated email - https://docs.google.com/feeds/download/presentations/Export?id=1SyOq9Vym7qkH_nZEnGYMyLWWOnp-H7b5CvMOSMIYDg&exportFormat=pdf

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