Automations

I’d like to trigger an AT automation with a webhook (when webhook received). I want to trigger to this webhook from within a MAKE scenario… I don’t even want to send data… just trigger the AT automation at a certain step in my MAKE scenario. How can I do this? Webhook modules in MAKE don’t fit the bill… any workarounds? (API call or otherwise?) Thanks

Hi, I’m trying to use the script to automate the emails in my database. I’m pretty new in airtable, so I’m trying to figure it out. This is a fake example of my database: I want to create a code that sends emails only to people that have the status “To send,” and I would like, for example, Sara will receive 2 emails: Report C common email with Suzi (The email should have both emails as “To”) Report A I know how to send a common email to everyone, but I would like that everyone will have a personalized email. First of all, is it possible to do it? I’m not sure about it. Secondly, Can someone help me, or give me any clues or resources to look at? Thank you :slightly_smiling_face:

Sorry, this is quite a convoluted ask and I understand it may be too complex for a simple response. Context: We have a community of 60 individuals recorded in an airtable. We run a limited dinner series to allow them to network with as many people as possible in as few instances (say 4 - 6 only). We manually generate groups of five persons for each dinner using various criteria such as persona, interest, gender, etc. In some instances, we wish to increase the chances of similar profiles meet. In others, we want to decrease chances. Ask: Is there a way to use automation or script in Airtable to automate this group generation? We would also like to ensure it creates a value in response to “have these individuals been grouped before” so we can increase or decrease that criteria.

Hello- Does anyone have a an automations solution with this one? Trying to add in a Adobe URL and have it automatically convert to a PDF in another attachment field using an automation. I did try it out and this was the message I got: JavaScript is required to run Acrobat online services I tried with a Airtable URL and it works fine, I am not savy with Java/Scripting at all. Thanks!

I need to send fields from one table to another (in another base)… I want to add ONLY those that donlt exist yet, i.e avoid duplicates. I need to do this automatically as a required step in a MAKE workflow. This is what I’ve been trying (and am stuck) Data flows from Table A to Table B. For TableB, I create a view with only the records that haven’t gone through this process, so I do not repeat the search over teh full table everytime On this view, I run a SEARCH RECORDS module in MAKE. The output is a series of bundles. I need to extrat only the one fied of interest from all output bundles and put them in an array. So then I can iterate over this array with another SEARCH RECORDS to check one by one if they exist or not in destination table… then I add a record with all resulting entries which do not already exist. This seems way too convoluted, but I’m struggling to figure out a more direct way to do it… Surely there is a better way.

Hi Airtable Community, I have a base that receives and manipulates data coming in using a webhook. Data comes in as a single record (so each webhook brings in a single record of data) and that single record needs to be processed completely before the next record can be considered. In other words, the automation needs to run to completion on one record before the automation starts again for the next record. The automation consists of 1 create record action followed by 5 script actions, and is initiated by the receival of a webhook. The automation runs as expected when tested, however I have started to notice missing data assignments that should have been completed by one or two of the script actions. I suspect this may be because a number of webhooks are received within quick succession, which leads to automations kicking off before the previous one has been completed? Does this sounds plausible? And if so, are there any suggestions on how to resolve this issue?

Hi all, I have a base set up as a room reservation form for my company to book spaces for meetings. Is there a way to set up an automation to email if a record is created that has a start/end time within a record that already has been created? We are trying to avoid double booking rooms and would like to send an email warning the person who has submitted the form that there is already a reservation for the space! Thanks!

Dear Airtable Community, I have created an automation that has multiple actions: Triggered by a webhook (beneficiary data comes in with various traits) Creates a new record in Table 1 with this new data as is (no manipulation) Runs a script that assigns a unique ID to beneficiary (based on this new record in step 2) Runs a script that assigns a household ID to beneficiary’s household (based on this new record in step 2) Runs a script that cleans record (created in step 2 with new assigned variables created in steps 3&4) and then creates a new record in Table 2 I have tested the scripts and they all run as expected - however, in steps 3 and 4 I use the .updateRecordAsync function: Step 3: var recordID = inputConfig.NewRecordID; await tableRaw.updateRecordAsync(recordID,{“Household Member ID Generated”: idFinalString}); Step 4: var recordID =

Hello. Let me preface this by saying I am not great at scripts, so your patience and clear explanations would be greatly appreciated. We currently have a script (no idea who wrote it ages ago) in one of our tables that works by the pressing of a button. I am trying to get the same script to work by triggering it with a checkbox so I can use it in an automation. Thinking I could just copy/past the script, but that clearly doesn’t work. I get the error : TypeError: input.recordAsync is not a function at main on line 2 I know I have to make some changes for it to work properly, I’ve seen similar responses but couldn’t figure out exactly what to do. The original working script that is currently triggered by a button is: let mapperschedule = base.getTable("Mapper Schedule"); let record = await input.recordAsync('Pick a record', base.getTable('Mapper Schedule')); let topaste = record.getCellValue('Update Mapper Schedule Name - To Past

I have two tables - one that contains lists of content items that our Editorial team manages. It links to another table that contains the contracts (SOWs) for the writer to complete the content item. I want to create an automation where when the Editorial Status in the Content-In-Process table changes to reflect that the content has been submitted, the Status field in the Writer SOWs table changes to Work Completed. It’s not working correctly - I know it has something to do with the fact that the trigger is returning a record in Content-in-Process, while the action has it updating a record in Writer SOWs, but I’m not sure what I’m missing. Here is my trigger: And here is what I have for the action: I think I’m missing something that tells it which record to upd

Continuing the discussion from Help with a script please!: @Bill.French

In python and pandas I have the following dataframe: tweet_text.info() <class 'pandas.core.frame.DataFrame'> RangeIndex: 11 entries, 0 to 10 Data columns (total 8 columns): # Column Non-Null Count Dtype --- ------ -------------- ----- 0 tweet_id 11 non-null object 1 created_at 11 non-null object 2 source 11 non-null object 3 geo 0 non-null object 4 coordinates 0 non-null object 5 entities 11 non-null object 6 user 11 non-null object 7 text 11 non-null object dtypes: object(8) memory usage: 832.0+ bytes I then made this routine to iterate through the dataframe and include data in a table in the Airtable, which have the same columns AIRTABLE_BASE_ID = "" AIRTABLE_TABLE_NAME = "" AIRTABLE_API_KEY = "" ENDPOINT = f'https://api.airtable.com/v0/{AIRTABLE_BASE_ID}/{AIRTABLE_TABLE_NAM

I wanted to know if there was a way to get multiple records in a single table using automations. I currently have this, but I’m unable to write the appropriate script. I get an error message if I try to do it with an update record action. and I consistently experience this error no matter what or how I enter the information. I was searching for a scripting option, but I am unable to comprehend the syntax or locate the correct code. Please let me know if you need any additional information, and I’ll be happy to provide it. thanks for your assistance in advance

We need an automation to tag a customer that is returning their purchase with 14 days. We want to add the tag “to refund” upon these conditions; They cancelled the order within 14 days of “activation date” We have the following fields “delivered date” “cancellation date” how do i make an automation to calculate the amount of days between those two fields and if the value is 1 through 14, add a tag to “line features”? thanks for your help

Hi, When my customer account becomes “cancelled”, we want to set the “cancellation date” automatically, how can I acheive this?

Hello, I try to embed a Google sheet Graphic into my base but found no solution by now. As you may know, Google sheet allow to publish the charts created within a google sheet ( Save or publish your chart - Computer - Google Docs Editors Help The fact is that I want to embed those charts into my airtable base because they are updates instantly and it could be a good way to keep up to date information into my base. Do you know a way to do that ? Thank you in advance for any hint ! Will

Hello, I apologise in advance for my simplistic coding effort. It has been 40 years since I dabbled in Visual Pascal and PHP :slightly_smiling_face: I am writing an update script for use via Airtable web form submitted updates. The record created in the update table is polled by the script and only the completed fields in the update record, ie only fields that were filled in on the web form, are updated in the original record, contained in a separate (original) table. A series of “if-then-else” statements determine which fields in the original record require updating and an array named fieldsArray, containing the field name and the associated field value for each field that requires updating, is constructed. The recordID of the original record (that is to be updated) is passed to the script via inputConfig and I construct an updateRecordAsync() function using that recordID and the

Hey guys, Pardon the crazy title - I love AirTable but I am really confused as to why I can’t get an email reminder for my call backs every morning. Let me explain - I have a table called ‘Tasks’ where I can put in call backs and set the date and time for when I want the call back to happen - I then have a View called ‘Today’s Tasks’ - I’ve created an automation which takes every task from Today’s Tasks and emails it to me in the morning - so I know who I have to follow up - makes sense right? Here’s the problem though - for some reason my automated email sends me tasks from… yesterday! Like wut? Here’s one example I got this morning:

I have an automation that creates a google calendar entry from my AirTable calendar. What I can’t figure out is how to automate sending a calendar invite to the other attendees. I have fields in my AirTable calendar with their names and email addresses and added their email addresses to the Attendee field in the “Google Calendar: Create Event” automation but the recipients are not receiving an invite. What am I missing? I just noticed this that says:“Don’t send event notifications” but I don’t see a way to change it.

Been doing a fair amount of searching but have not come up with quite the answer I’m hoping is out there. I have a base with a couple tables to manage Inventory, ordering, receiving, etc. For now I’m mostly concerns with the ordering. Table 1 is inventory, a list of items we have ordered and/or create a new line for when we add something new ie we have shovels, gloves, bolts, nails and if I were to place an order for some 2x4s, I could add the line Table 2 is the Purchase Order list, with each PO getting a Unique ID that is the purchaser’s initials followed by an autonumber. This has a linked record to the vendors table and a multiple linked record field to the line item detail table. All POs are linked to one vendor and possibly lots of line items. Table 3 is line item detail. This links line items to a particular PO and also links the inventory item to the line item (this allows we to order 100 nails 5 different times on 5 different POs and increase the

I have a problem that i can put a hyperlinked text in an airtable table. But when I put the data in the email, the link appears without the text I put (“Developper Java”), does anyone know how to fix this?

My company currently emails users in batches of hundreds, and we’ve now grown to the point where we’re concerned about contacting the same people too frequently. Any thoughts on how I could use Airtable to address this issue? Thanks so much!

I keep getting the “Microsoft reported an error while processing this action: Id is malformed” error. I tried creating an autonumber field called “Event ID” that I reference in the Event ID automation field. Is this an ID I have to manually enter from a source? Thanks

Hi there, I know this question had been discussed several times, but I still couldn’t find a sufficient answer. So, I have a form that collects client’s images that have names, ex clientimage.jpg I want to rename the attachment so that name will include info from different fields. For example jobID_copies_clientname_originalname.jpg where jobID,copies,clientname are fields. and the result would be 6280_500_John_clientimage.jpg Note. I have only one attachment in attachment field. How this can be done?

Hello, I am still learning about airtable and currently developing a base with different tables. My objectives are as follows; -Link contractors with projects -done through sync with source base which hosts the projects. -Assign projects to contractors one project at a time-once a project is completed, the contractor should be available for reassignment and previous project assignment should be removed in their profile-This has been achieved partly, pending the part of deleting previous assigned project and transfering that to another field for reporting purposes(i.e if at any given time i want to see the number of projects executed by a specific contractor.) -Once the contracter has been assigned a project, the contractor should not be available for any other assignment until the current assignment is completed-this has been done partialy, when project status is started, contractor status changes to engaged and to available when project status changes to ex