Automations

Hi everyone,I’m hoping to tap into the community's wisdom here because I feel like I'm missing something obvious.I'm currently working in a base where I frequently need to link a large number of records from one table to a single record in another. For example, I just added 75 new [Tasks] for a marketing campaign and needed to link all of them to the one [Campaign] record.My current process involves either manually clicking the '+' and finding the record 75 times, or setting up a fairly clunky workaround with automations that feels like overkill. It’s incredibly time-consuming and prone to errors.This got me thinking about building a simple extension to solve this once and for all. Before I dive in and spend time building it, I wanted to ask if this is a common pain point for others too.Here’s how I imagine a simple tool could work:* Open the extension and select the table and view you want to work on (e.g., the Tasks table and the New Tasks view)

Ante todo, mucha gracias 🙏necesito que se cree un registro nuevo y se grabe de forma automática el correo electrónico de la tabla “usuarios” al campo email de otra tabla “test clientes” y no hay forma. Se crea el registro nuevo en la tabla pero no muestra el campo email. Me podrías ayudar.mil gracias 

Good afternoon,I'm trying to use Airtable automations to send an email to folks through my Gmail account. Airtable is directly connected to my Gmail account. The emails send successfully, but the problem is that when the email shows up in the recipients' inboxes, the sender name is just my first name in all lower case (e.g., "matt"), but I'm sending it on behalf of an organization. This is unprofessional and isn't what I'm trying to communicate to my recipients. So my question is:How can I change the "Sender" on these emails when using Airtable Automations to send emails through my Gmail account?I already confirmed my Gmail settings, my Google account settings, etc. Honestly, it looks like it's just pulling the info from my email address (e.g., "matt" from "matt@company.com").Surely there's a way around this???TIA,ML  

Hello,I would like to update the data in an Airtable table from an Excel spreadsheet.This is a “Customers” table (approximately 1,500 records) which includes a ‘Department’ column. The data for these “Departments” for each customer has changed, and the new values are in an Excel file.I would like to be able to replace the value in the “Department” field for each “Customer” with the corresponding value in the Excel file.If anyone has any ideas on how to do this...Thank you

I wanted to share a recent experience in case anyone else has run into the same thing, and if not, to bring it to the community’s attention. It’s one of those odd edge cases that can cause a lot of confusion when troubleshooting automations, and I think it’s worth having on the radar for anyone building complex workflows. Recently, I was troubleshooting an automation that ran in an unexpected way. While reviewing the automation run logs and the record’s historical logs, I couldn’t figure out how it had been triggered. The revision history showed no relevant edits, yet the automation clearly had fired. After digging deeper and testing different scenarios, I eventually discovered the cause, the collaborator had unintentionally undone an action almost immediately after performing it, either by quickly unchecking a box or pressing Cmd+Z (or Ctrl+Z) on their keyboard. Airtable’s automation system is sensitive enough to register the initial change

When creating a trigger using the “When Record Matches A Condition”, is there a way to enter a table value into the matching field, other than a hard-coded value? For example, the table has 2 columns, [Cost] and [Original Cost]. Want to trigger an update when [COST] != [Original Cost], but it seems to only allow entering of an actual value. “When Record is Updated” trigger does work to accomplish this, but it can take about 10 seconds to update the destination field, and begins to execute the trigger the moment the value box is changed (If the value entered 100, it seems to run for 1,0,0 and then 100, as I can see the other fields updating with multiple values until the final value). Sometimes, if we type too quickly, it doesn’t update and will update based on “10” rather than “100”.

I'm building a script that will eventually be part of an automation to create records for upcoming coaching calls in one table based on conditions from a separate source table. We've successfully implemented a similar script and automation combo in another base, but I'm having trouble getting this one to function properly. When I run the script, no error messages appear, but none of the expected records are added to the destination table, despite the fact that the source records clearly meet the script’s conditions. I've triple-checked the data and logic, and everything appears to be in order. I'd appreciate help troubleshooting this issue and identifying what's preventing the script from creating records as expected.

I have a sign up process where users can invite other users to join their organisation. As such I have 3 key tables: Users; Invited Users; and Company Information. Users have a linked field to an Organisation ID field in the Company Information table so that the site can display information about the company they are assigned to. When a user invites a new user to join their organisation the Invited User table is updated with a new record including their Email, Name etc. anda linked field “Organisation ID, linked to the Company Information table. Then when an invited user signs up they are added to the Users Table and there is an automation that pulls over information from the Invited Users table like their access level and assigned Organisation ID. However, pulling over the Organisation Field results in a  "Field "Organisation ID" cannot accept the provided value: Cannot modify a computed field." error.I have tried changing the transfered value to a static value (plain

Hello,In an “Agent” table, there is a checkbox field called “Check.”I would like to be able to check all the boxes in this field at once for all the records displayed.I say “displayed” because sometimes there are filters based on certain criteria, and only the boxes for records that match the filter criteria should be checked.If you have any ideas on how to do this...Thank you.

I may be SOL but I am very new to Airtable and I’m wondering if there’s any way to delete a line of text containing a certain word within a record. Basically, I input records that all contain source information and the line of source info always begins with ‘Page’ - is there any way to delete that entire line from all records or am I stuck manually deleting it from every record? 

My script runs as an automation when the user clicks a button on an interface page.If the script fails, I log an error to the console, and I can find the error in the run history. But it would be nicer to display a message to the user if they are still on the interface page. Is that possible? Thanks!

Hello- Is it possible to create an automation that sends attachments into a Google Drive account?

trying to store latest revision on a HEADER record from multiple rows (each with an ascending revision) in the same table. The first row far right on HDR should be the max of 4 shown below. currently says 0.Have two views - HEADERS ONLY and REVS ONLY - so created a link to another record to use rollup.When there is a new revision in the REVS ONLY VIEW - I try to fire an automation that detects the new rev, and automatically copies the ME35 number into the field I use for the link…. argghhargghh…..does not want to work !!!! Ideas

Hi! I have an automation that has two find actions.Find a record (a person) on table 1  Find an interaction on table 2 After the two find actions have run, I have a conditional logic group in order to update the record from table 1. In the first condition, I want to check if a value from Table 2 exists on the record found on Table 1. The value is a formula field on Table 2. However, when I try to make a condition using a formula (either “Activation name” or the array version of that formula, “Activation name array,” it is greyed out and gives the error Cannot assign list of string with strings. How can I use a formula as a condition here? 

Hello im trying to build an ERP for my food business we manufacture and package fast food, so my main goal using airtable is to control raw materials, receiving of raw materials, production control, finished product control, recipes, and inventory.Since my Finished product (recipe) consists of various ingredients, im wondering if its possible to populate said ingredients taken from my recipe table to my production table every time I add (manually) the quantity of items to be produced in the day. or if the is a simpler solution would be great, im trying to control de raw materials consumption during production.    

Can’t imagine this isn’t a bug, but I’m open to hearing explanations. I have a table built from a Salesforce report sync. One field is Account Name. If account name contains a comma, lots of other things break because Airtable doesn’t handle commas correctly in linked records (there’s a feature request open to address this). So I have a very simple automation that should fix things.When a record enters a view I have 2 actions:Run a simple script to grab the account name, strip commas, write the new account name to a separate field in the table. This works fine. Send a Slack message that includes the new account name from that just-written field. This does NOT work. Account name is always empty in the Slack message.If I test the automation by generating a preview of the Slack message, the account name is there correctly, without commas. It seems Airtable does not wait for action 1 (the script) to complete before runni

I’m trying to create a base for researching and resolving potential duplicates in another system. This system produces reports on a monthly basis that I’m trying to use as my starting point, ideally without any data cleanup of that file. So far I have 3 Tables:Imports Individual Records Group RecordsMy imports file/table has one row per individual record. Each individual record has a field called duplicate group ID. When two individual records have been identified as possible duplicates, they have the same duplicate group ID. I was trying to do something like:when a record in the imports table meets conditions linked record field “Group Records” is empty Another condition that checks for another automation to run first that corrects a field in the import file. find records that have the same duplicate group ID create one group record  create one

Hi,i am totaly new to Airtable and i am working with the 14 day trial version.if i try to add any extension, it seems, that i can not work withit becaus it seems to be “locked” and i can not change anything in the extension.Is this because of the trial version?ThxChristian

Hello everyone,I'm facing a challenge with automating the synchronization between two tables: "Meeting Notes" and "Tasks."Goal:When an entry of type "Action" is created in "Meeting Notes," a corresponding task should automatically be created in the "Tasks" table. Changes to an entry in either table should be automatically synchronized in the other table.Current Implementation: I've created a formula field in both tables that checks if the entry has been modified within the last 15 minutes: IF( AND( DATETIME_DIFF(NOW(),LAST_MODIFIED_TIME(), "minutes") >= 1, DATETIME_DIFF(NOW(),LAST_MODIFIED_TIME(),"minutes") <15 ), 1, 0) An automation is triggered by this formula field when it's "1" and the type is "Action." The automation then creates or updates the corresponding entry in the other

I am very new to Airtable and have been trying to figure out if there are ways for me to automate some of the things I’m doing -  I have ad copy written in one column and I have another column for sorting the ad copy by length (i.e. One-Liners, Paragraph, Essay) - is there any way to automate my length field to auto-populate based on how many lines are in my ad copy field? I tried running a field agent that was ‘if {ad copy} is 1-2 lines…’ and it worked for some records but many had errors. I also tried using the AI assist and asking it ‘if records have 1-2 lines under {ad copy} then categorize it as ‘one-liners’ under {ad copy length}’ but had the same issue where sometimes it worked and other times it ran into errors. 

Can airtable take an uploaded document, such as pdf, doc, docx and then extract the text from it?If so how do I sort that out?I want users to upload a document rather than paste the words in the document for a smoother UX journey

Is there a way to automatically assign people based on a list? Basically, when I change a status on a record, I want it to automatically assign 1 of 3 people from a list to that task (list is separate from base users) and if number 1 was just assigned, the next on the list is 2, then 3, then back to 1. Is there any way to automate this, or do you have to manually assign? 

Having trouble with another automation. I’m trying to make an automation that will send an email to an assigned care worker, when one of their assigned clients (global worker) has not had a touchpoint in more than two weeks. I’ve mapped it to send an email to their email ID from the linked table, but it’s saying “Invalid email address in the "to" field: fldoiK6gc9Jd7MMgy”. Here’s a screenshot of it:  

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!