Automations

Can I make Airtable do this: If there is a record for a person in my Contacts table, can I ask AirTable to automatically save a copy of any email I send to that person? Likewise, can I ask AirTable to automatically save any email that comes in from that person through gmail?

Hey all, I have a database set up and I am hoping to create a monthly automated email that sends to the listed collaborators each record. I am able to set up the monthly trigger and can find the records I want sent, however, I can’t seem to configure the “To:” box to send to the listed collaborator. Can anyone help with how to set this up? Thanks so much, Jacqui

Hello! I’d greatly appreciate your help on the following automation/script. I have updated a record’s status from “Available” to “Booked”. Now I want to update all records status to “Booked” for records that belong to the same bundle in the same calendar week (which is a linked field to my table) Here my example: If I change the status of any record, all other records - which have the same Option & CW value (column 3) should also change their status to “Booked”

I am trying to create a custom quoting system and because all of the items I sell are custom and have varying prices, I have come up with a way to create the quotes using 2 tables. But I want to know if there is away to automatically add several records from one table into a single record on another table via the linked field. I start by creating several records on the “Quoting” Table, and they are grouped by the “Deal”. Once all of the items are listed, I click “Create Quote” on the first record and it creates a quote in another Table called “Quotes”. Because they are linked, it copies over the “Deal” and that one record that I ticked the box on. But I want to add all of the records from the “Quoting” Table that are grouped under the same “Deal”. I tried creating an automation to find records and update, but couldn’t figure out how to make it work. Any ideas?

Hello the community, I am a little bit lost today with something I don’t understand. At this point I don’t know if it is me or an unreleased feature of Airtable… In AUTOMATION, I want a specific item in Table 1 to be changed when something is modified in Table 2. I have the item ID of Table 1 thanks to a LINKTO field in Table 2. But… I can’t use the value in LINKTO field and same if I use a LOOKUP field : the values are grayed. Is it normal ? Did I miss something obvious ? Thanks everybody :winking_face:

I wish to automate the changing of a record status on a particular date. I know this should be simple, but I’m missing something. For example, I have vacancy records, each of which show a status (eg OPEN, CLOSED). On a set date I want the status to change, from OPEN to CLOSED. Kindly assist me with the steps to be included. Thanks.

Hi experts, I have a table (let’s call it Table 2), with multiple records, each record represents a company ie. Apple, Google, Microsoft and each record has multiple fields with associated company information. These records are copied from another table (let’s call it Table 1) [which is a synced table]. I have setup an automation where: If a record is updated on Table 1, the corresponding record is found on Table 2 and is overwritten with information from the updated record. So, if company information on (say) Apple changes on Table 1, Apple is found on Table 2 and updated. This automation works fine - it’s a “When record is updated on Table, find record (using Record ID) & update record on Table 2” Annoyingly, it breaks whenever there is more than one Apple on Table 2 (we have several instances of the same company listed - but with different tags attached) Is it possible to setup a script that will find and update each rec

Hi there, I want an automation to email multiple (3) email addresses (entered manually as text) when a certain thing happens (a tickbox is checked on an entry). I separated the emails by commas, but it seems to only send to the first email address. I’ve tried separating with commas and spacebars, and also semi colons. Any suggestions? Thanks!

Hi! I’m trying to transition most of my workload from using AT and Asana to strictly using AT. One feature that I like about Asana is that every few tasks that get completed, they have a small popup appear on the screen in celebration. It’s a completely irrelevant thing and has no bearing on workflow, but it does make you feel good to see it. LOL I’m wondering if there is some type of script I could use to make something like this pop up when certain fields are updated in Airtable? I’d love to keep that ‘happy’ if possible? Again, it has nothing to do with the workflow… I just wondered if anyone knew if it was possible? Thanks!

I have created an automation to add in a specific google calendar an event when the date and time is indicated in a specific field called “Follow-up Meeting” in my airtable database. It works. Now, I would like to update the event in google calendar if the date and time in the field “Follow-up meeting” in airtable is updated. I have created a trigger but I have a problem as I cannot inform the “Event ID”. What should I do?

I’ve setup an email automation where I have a list of employees that need to have certification that requires updating. I’ve listed the certification required and the expiry date of the certification. I have started the automation with: TRIGGER - At a scheduled time ACTION - Find records (Name, Last Name, Certification Name, Expiry Date) Find records based on a CONDITION CONDITIONS Where (Name of Certification) is one month from now ACTION - Email PROBLEM In the body of the email I want to insert ONLY the expired records that are found (in the first action, find records) in a grid list view , however it is inserting the ENTIRE grid of records which are mostly blank because the certification is not expired. How do I insert only the records that are found to be expired??

Objective: create employee resume pages (via Documint) for project proposals. These resume pages have employee info and list previous pertinent project experience. The resume page for John Doe for the ABC Hospital project will have different project experience listed than the John Doe resume page for XYZ Stadium. Our base has these tables: PROJECTS PEOPLE PROJECT TICKETS (join table between PEOPLE and PROJECTS) PROPOSALS PROPOSAL PAGES (Each PROPOSAL PAGE is linked to one PEOPLE record, one PROPOSAL record, and multiple RESUME TICKETS records.) RESUME TICKETS (join table between PROPOSAL PAGES and PROJECTS) Currently I have interfaces that: Create a PROPOSAL record. Create PROPOSAL PAGES records linked to the PROPOSAL record and PEOPLE record. (this is the resume page to print/.pdf) Show me a grid view of all of the PROJECT TICKETS for the individual whose resume PROPOSAL PAGE I am creating. I can filter t

Hey there, I have a table on Airtable that has multiple forms inside it. We send each of these forms at each step of a custom onboarding journey. Some of the fields in these forms are the same, so I would like to know if there is a way to prefill data in forms for users who submitted a form previously in the same table. Thanks :slightly_smiling_face:

Hello Right now Im on airtable pro trial plan and Im trying to use automation script but it tells me that its not available for my current billing plan. I was wondering whats the point of pro trial if I cant access its features? Then I tried to upgrade my plan to plus and Im only able to select yearly plan for billing and I cant choose monthly. As you see the image Im upgraded to plus but still not able to use this script feature. Thanks for reading

I have an Automation to send an email when a record enters a view. I can get a regular date field to format the way I want, but I can’t when I try to do any calculations. This is a Deadline date that I would like to add 48 hours to from the time it enters the view. Anyone have any suggestions on how to do this? I’ve tried multiple variations of the following. I’ve also tried using Update Record Automation, but it won’t accept DATEADD() or I’m not doing something correctly. If it’s just a plain date field, I can use this and it works fine: DATETIME_FORMAT(SET_TIMEZONE( {Test Date}, ‘America/Los_Angeles’),‘dddd, MMMM D, YYYY h:mm a’) But if I try adding 48 hours using something like this to an Intermediate Due Date: DATEADD({Deadline},48,’hour’) And change the formula to this: DATETIME_FORMAT(SET_TIMEZONE( DATEADD({Intermediate Due Date}, 48,’hour’), ‘America/Los_Angeles’),‘dddd, MMMM D, YYYY h:mm a’) It fails and says the formula is

Hello! I work for a government office which handles various requests from constituents (water issues, waste management, tree trimming, etc). Our current system uses three tables; one for requests, one for our database of constituents, and one for the types of requests we receive. When we receive a request, we create a record which describes the issue and link to the person who submitted it as well as to the type of request. Our type of requests (ToRs) contain instructions for how to solve the issue. Our current process has us copying the information from ToRs into an email to the constituent. My goal is to create an automation which pulls the instructions from the ToR and sends an email to the constituent who created the request. Basically, we review the request and if it doesn’t require any personalization, we could click a checkbox and it would send. I have the logic setup. The problem is that the information about the ToRs exists in a long-form text field wit

Hey guys, I’ve been really struggling with this for quite a long, hope you can give me a hand. I’m aware, that those questions have been asked already several times here, but still I couldn’t apply any of proposed solutions to my case. I have table A where I’m adding booking numbers. There are also several “special” booking numbers in table B. Whenever in table A there is a booking number, that already exists in table B, I want to have it tagged/highlighted in the next column (in table A). In the same table A, I’m adding a notification numbers. Whenever I add the notification number that already exists in the same table A, I want to have it highlighted in the next colum. Thanks a lot

We have an Automation setup to send an email notification via gmail account. In the email body is an Attachment field. The email recipients could open the attachments perfectly fine for month. In the last 2-3 days (likely as a results of the Attachment URL change/expiration), these attachments thumbnails show in the email body of the email notification recipients, but there is an error when clicking on the thumbnail image to try to view the attached file. Here is what the recipients see… The email recipients, as in the example of the screen shot above, are not users of Airtable. We just send them email notifications. Any way to fix this? Thanks, Khuned

Hello Airtable Community! I am new in Airtable and have no coding skills so bear with me please. I created a first rule that creates a record in Table B if a checkbox is checked in Table A: That is working as expected. Now, I want to create an automation rule that if I uncheck the same checkbox from Table A, it deletes the same record in Table B. I’ve searched for article and found this one but don’t know how to make it work:

I have a formula field that creates a URL from a form, with pre-filled data. We are sending this URL link via an automated email. When someone receives the link on a mobile device and tries to open it, they land on the Airtable site and are asked to sign up. It does not display the form in a browser.This is not an issue on a computer. How do we fix this?

Hello! I was wondering if there was a way to set automations at a scheduled time for a 12+ week interval. The reason we need a “weeks” interval (instead of a “months” interval) is because we want this automation always sent out on a Monday. Thanks so much! Sean

Hi, can you help me? I need to sum 16% if the field “Incluir IVA” contains 16%, if it doesn’t, just do the first arithmetic operation. Thank you

Hello all, I am very new to scripting and trying to find a way to create separate records for all dates within a range of two dates, a start and an end. I found this code online but it is not working, I am completely new and just wondering what needs to be added before in order for this to work with Airtables var fromDate = new Date(inputData.from); var toDate = new Date(inputData.to); var output =[]; var i = 1; do { var useDate = new String(fromDate.toISOString()) output.push(useDate); console.log(fromDate); fromDate.setDate(fromDate.getDate() + 1); i++ } while (fromDate <= toDate); console.log(output); return{output};

Hi guys! I run a small business where we sell vacant land and use airtable as a hub of property data. We have three tables (that are sent to customers) 1. Current inventory with CASH prices, 2. Current inventory with FINANCING prices and 3. Current inventory for a specific sales agent We have a status section for when a property is “available” or “pending”. Since we all work out of different tables, I wanted to see if there would be a way to create an automation that can update the status in ALL three tables when the status is changed in one? I have been trying to do it with update records in one, run two actions but I keep running into a “fix testing error”. so I am hoping someone more techy than me can provide some insight!

Hi Community, I have a table with multiple records. Each record has the name of a colleague in the first column/field, an email in the second column, a link for that email in the third column, and the weekday in the fourth column. E.g., Record 1: Simon, simon.g@gmail.com, URL 1, Thursday Record 2: Jack, jack.f@gmail.com, URL 2, Thursday I need to send the links to the email addresses for each person. Since each link is specifically designed for that colleague, I would have to send individual emails to each colleague. Is there a way to automate the process? So that by every Friday, Airtable could automatically send URL 1 to Simon and URL 2 to Jack, and so on for every colleagues. Thanks!