Skip to main content

Automations

Ask your questions about Airtable Automations here.

  • 5,191 Topics
  • 16,172 Replies
5191 Topics
M
mad sixNew Participant
asked in Automations
node Credential setting in n8n

Dear All,how to set my personal access token account in n8n? make my workflow in n8n can use airtable as a memory for write new also update. Many thanks!Mad 

551
Mike_AutomaticN
K
Kristen_WaggeneNew Participant
asked in Automations
Adding a numerical ID when a record is created

Hello! I am trying to set up a work request form, and am stuck on one part. I’m not sure whether I need to use formulas or automations, but I’ve scoured help videos and articles to no avail trying to find what I’m looking for. I would like to have a numerical Work Order ID (basically a consecutive numerical number) added to a record field as soon as the record is created. Ideally, I’d love for it to take this form (Year-####), as that’s the current system we use, but I’d settle for just a unique numerical number for each new record created. I’m sure this is simpler than I’m making it out to be, but any help would be appreciated. Thank you!

1843
NLOIA
FurryFiestaHR
FurryFiestaHRNew Participant
asked in Automations
Auto-populate Multi-Select Field From Linked Record Field

Hello All! Thanks in advance for any help but I am stumped. I am trying to automate updating a multi-select field from a Linked Record Field, and after looking for help here I found this thread: I followed the guidelines here but I am running into an issue with a completely different field. When I test, I get this: I am not sure why it is trying to do anything with the photo field :(Long story short, I want when someone is added to this department on one table, for their profile to be updated as well, with the matching department name on the multi-select field. Here is the way I set the automation:TriggerAction 

691
TimBeeston
N
ndannNew Participant
asked in Automations
Trouble shooting automation to tag recurring donors

I am trying to create an automation to tag Donors as recurring when they make a donation that has a recurrence of more than 1. One table has Donors, and the other has Donations and a field called “Recurrence Number.” I tried to set it up so that when a donation record enters the view “recurring” (because the donation has a recurrence number higher than 1) the Donor in the linked record field has a field updated to tag them as a “recurring donor.” But i keep getting the error “the record does not exist and am not sure why. 

877
DisraeliGears01
rsrodrig96
rsrodrig96New Participant
asked in Automations
Update Publish Date Automation

Hi! I’m trying to create an automation that is basically:If publish date is yesterday and status is not ‘published’ then the publish date updates to today.  I saw some people mentioning creating a TODAY() formula field and using that as a dynamic trigger. Questions with this:How will this field affect already existing records?  What needs to be added between the parentheses of the TODAY() formula?

181
Mike_AutomaticN
Kim_Trager1
Kim_Trager1Brainy
asked in Automations
What counts towards my airtable automation limit?

I've been trying to find out what counts towards my automation run; however, either I can't find it, or I'm constantly overlooking the something.Basically I just want to have a solid grasp on what adds towards my automation limit?Is it just counted every time an automation runs?Does steps in the automation also count?Does loops count as one or multiple runs?

1317
kuovonne
E
erivoallanNew Participant
asked in Automations
ssues with error notifications in automations.

I'm experiencing issues with error notifications in automations. Notifications have been disabled for all accounts, yet some accounts are still receiving them.Is there a setting that overrides the user's notification preferences in their interface?

363
ScottWorld
K
kburnsy23New Participant
asked in Automations
Invalid Inputs on my automation

All,I am trying to create a simple automation that for some reason, wont work.   On my “Trips” table I have a date submitted field.  When this field is populated, I want all the corresponding expenses that are listed on the “Receipt Log” table to be updated with a submission date.  I created a view on my Trips table to show all records that have the date submitted field populated and I use that view as my trigger.  I then do a “Find Records” action that shows all the expenses that have the same “trip name” as the trips in the view.  The find records is working perfectly. I then created an Update Record action and using the Airtable Record ID from the Find Records.  But when I test this action out, it continues to fail saying “invalid input”.  I can’t figure out why. Appreciate any suggestions,Kevin

313
K
D
DannyNeedsHelpInTheMountainsNew Participant
asked in Automations
How to include every field in a new record in an email using sendgrid automation

Hi Airtable Community, I’m attempting to send an email every time a new record is created. The message of the email should include the contents of every field that has data in that new record. Our fields are added to regularly, and I do not want to edit the automation every single time a new field is added to our table.  Is there already a known solution to this, that will automatically include all fields with data in the message of the email without pre-coding the specific field into the automation?  Thank you,Danny

696
Alexey_Gusev
S
senecalandNew Participant
asked in Automations
Is this type of form/integration doable?

Hello everyone, I have a pretty specific question form a form I want to have connected to my site. So I want to have a contact form on my website that is kindoff a two step process. First step is the user inputs their name, number and address of the property. Once the user inputs this info and clicks get a quote, it will take them to the second part of the form where they input just a couple more details.Ideally what I want to happen is this:If the user completes the first step but upon moving to the second step decides not to complete it because of time it would take to fill out, I still would like the info that he submitted in the first step to be submitted to airtable. Is it possible to do this? 

352
ScottWorld
W
Wayne_MerlinoInspiring
asked in Automations
Automations using Slack - Issue with formula values

Hi,I am having an issue using automations and having a message sent in Slack as the final step. I have a formula that looks to an estimate and creates a budget off of that number. I then want to take the data from that field and enter it into a slack message. The problem I am having is the number I am using from the field ( as an example) is 75.6. It is being output from the Slack automtion as 75.61953142857142. No matter how it gets formatted in the formula cell (i.e. with no decimal points, ROUND formulas, etc. the long number always gets output from the Slack message. Is this an inherent flaw in the automations or am I doing something wrong? Thanks for any help in advance.  

333
W
not_my_job
not_my_jobNew Participant
asked in Automations
Automation that adds or subtracts days from a date based on single select

I’m an airtable newbie. I’m building a base for planning production (live events) for the AV company I work for. One of the things I need to track is our pre show, show, and post show milestones in the planning process. The time frame is based on when we are loading in gear for the event. I need to make an automation that will take the load-in date and subtract 30 days for pre-show items, stay the same date for show items, and add 14 days for post show items. I have the pre, show, and post as a single select. Any and all help would be appreciated 

683
not_my_job
J
jillsInspiring
posted in Automations
Outlook "Sender" "No valid nested options"

I'm using the Outlook automation "When a new email is received" for the first time. However, it's not allowing me to pull the Sender. The Sender is grayed out (see image), and when I hover over it, it says, "No valid nested options."Has anyone seen this before? Do you have any idea how to fix it so it will pull the Sender into the newly created record? 

252
D
D
Dmytro_PromoneyNew Participant
asked in Automations
Synchronize data exchange between two databases through forms

Hello, please tell me how to synchronize data exchange between two databases through formsHow to implement this data exchange logic between two databases?STEP 1: The partner fills out the “Invitation to become a partner” form. The data goes into the “Partners” database. This database records:Company Name Contact Person Logo etc.STEP 2: After submitting the form, the partner proceeds to the “Add Delegate” form (via the “Continue/Add delegates” button). IMPORTANT: In this form, the “Company Partner” field (i.e., the company name) must either:Be auto-populated, OR Allow the partner to select their company from a list (BUT they should only see their own company, not all).STEP 3: The partner fills out the delegate information in the “Add Delegate” form. The data goes into the “Delegates” database. That database will record:Delegate Name Position Delegate Email And a link to the “Company Partner” field (from “Partners”).🔄 WHAT SHOULD HAPPEN AUTOMATICALLY:TASK 1: When a new delegate is creat

492
Alexey_Gusev
B
bchannellNew Participant
asked in Automations
Tag people in a short or long text field

 We are not using Comments and instead developed a separate “Updates” for team members to make updates to projects. We want the ability for users to “tag people” but looking for a way for those people to get an email or Slack notification. Any thoughts how to do this?

853
Mike_AutomaticN
E
EDDIE IS_INNew Participant
asked in Automations
How can a newb find his webhook url so i can have vapi communicate with airtable -

How can a newb find his webhook url so i can have vapi communicate with airtable -   i have this set up in another account and copying all to a new client account - and i can not rember how I got the url to add to vapi?  halp if you can

664
R
V
VedranNNew Participant
asked in Automations
How to autofill a record on linked tables?

Hi,In my Airtable, I have a simple Work Order app, connected to Softr.My tables are: Owners, Units, Work Orders. All 3 tables are linked.I would like to automate (autofill?)  “Owner’s Name Surname” in Work Orders  tableWhen a user chooses an Unit (like in WO 6),  Owner’s Name Surname  should be automatically filled (in WO 6 -  “John Doe”).(I can rearrange  Owners  table, and make   Owner’s email   as primary field, if that will help)I have tried different Automations, but I couldn’t make it. Thank you very much. 

835
V
T
Tim_BourguignonInspiring
asked in Automations
Renove Airtable branding on automated emails

I just tried out automating sending some emails with Airtable. Is there a way to remove the Airtable branding? The „via Airtable“ in the from field, as well as the „Sent via Automations on Airtable“ at the bottom? Thanks!

1763
C
laurav04
laurav04Participating Frequently
posted in Automations
Invalid Filter Value in Airtable Automation with Synced Tables

I’m running into an issue while trying to set up an Airtable automation that links records across two synced tables, but I’m getting the following errorInvalid filter on field A (Invalid filter value: [ { "linkedRecordId": "rec0hJCM2U7BBdWWa", "value": { "id": "recvaxWZ99uQ8cYia", "name": "12345678" } } ]) I'm trying to locate a field value in Table 1 with Table 2 using Find Records, and then link the records via the Automation.Setup Trigger (Table 2) > Find Record (Table 1) > Update Record (Table 2)I have done almost the same type of Automation in another base (which is working fine) and the only difference is I am now working with 2 synced tables in Find Records - in the previous one i created it was comparing synced with source/original tableI've tried adjusting field setups (in source as well) for both tables: Sync linked, string fields, lookups, used Trim functionI continue to get filter errorsI can only assume it's because Airtable doesn't like that both tables are syn

882
TheMortgageMeister
K
kevink11New Participant
posted in Automations
AI automation issue

Hi,I have a content management system in Airtable where I could use some automation support. I am attempting to use the new Airtable AI, but it just won't work the way I want it. What I want to do is:Request a new record (requests new content using a form) to be created, it currently creates a Google Doc with the record details on it and changes the status to "assign to writer"I want to have it where if I assign the writer as "AI" it submits the record details to AI (with a detailed prompt I created).Writes the content and places that content on the Google Doc.I have it producing the AI generated content within Airtable using the prompt but can't get it to add that content to the Google Doc and update the database field to "For Review". I don't want to use Zapier/Make if I can help it.Has anyone had success with this or have an idea, and would you mind sharing a shot of your automation? Thank you. 

463
Sachin_191
L
Lindsay_KennedyNew Participant
posted in Automations
Update Record with result of multiple Find Records not working if one is empty

Hey all, this is my first post, so I hope I do this right! I have created an automation that, when a field box is ticked, a series of Find Records run. Each Find Record action gathers a list of records (people) that meet certain conditions. This is followed by an Update Record, that adds the linked records to a single field. The Update Record step looks like this: Find Record 1 record ID, Find Record 2 record ID, Find Record 3 record ID. This works perfectly unless one of the Find Records comes back empty, in which case the whole automation fails. Two the Find Records often come back empty, so this is a problem. I’ve played around with conditional actions, which is messy but it kind of works until a conditional action has an empty Find Record, where the automation stops and doesn’t move down to the next condition(s). Can anyone think of a workaround? Thanks in advance!

615
A
T
tzuhouseParticipating Frequently
asked in Automations
How to limit selections to one time?

I’m not even sure the correct terminology so having difficulty looking it up.  I am creating a form with timeslots.  I need people to fill out the form and select a timeslot, but once someone has selected one, that timeslot shouldn’t be able to be selected by someone else.  Is this even possible?

838
ScottWorld
L
LeighAnnMoltzKnown Participant
asked in Automations
One Email per Record - Monthly Automation

I see several posts that are similar to my question, but I haven't been able to find the actual solution yet.  I have a database of all our locations, and at any given time we have about 40 pending locations. I'd like to send an automated email to the listed manager each month asking for an update until the status is changed from pending to open.  Some managers have multiple pending locations at one time so I'd like to only send one email per manager rather than multiple if there are several pending in their area. There's probably a few ways to do this, but for now I have a rollup column on a different table that breaks down by district all the pending locations.Any thoughts?

425
J
G
Ginakate8New Participant
asked in Automations
Adding time buffer into automation

Current Issue:By default, Airtable automations trigger every time a defined condition is met, such as when a field is updated. However, in cases where changes happen in quick succession, the automation may run multiple times unnecessarily. This leads to inefficiencies and potential inconsistencies in workflow execution. Objective:I want to configure an Airtable automation that runs only after a certain period of time has passed since the last change, rather than triggering immediately with every update. This delay would allow for multiple consecutive changes to "settle" before the automation executes, preventing unnecessary or redundant triggers. 

493
garebear
G
Ginakate8New Participant
asked in Automations
Using Date Fields to Trigger Notifications

I have a date field that I am wanting to use to send a slack notification when it is updated and/or changed, however while doing planning I am amending that date field multiple times to settle on the final agreed date - is there a way in which that slack notification can only be triggered once the date is settled and planning has been completed? 

432
K

Badge winners

Show all badges
Terms & Conditions