Automations

Hi Airtable Community, I have an automation set up that finds records and emails the results. In addition, I have this automation set up to send the same results to a Slack channel, and everything is working well. However, the formatting in a Slack message leaves a lot to be desired. Whereas in an email, I can get a very nice “Grid” style result output, in Slack, my only option is “List” which is very difficult to read and make sense of compared to the “Grid” design. What would be nice is if the contents of the email (with the “Grid” style results) could be posted to a webpage (preferably behind Airtable authentication or another login) and I could post a “view this report in browser” link to Slack instead of that “List” style result message. Has anyone done this? Is there an extension for this? Thank you

When incorporating a % field into an email to be sent by an automation, it converts into a decimal in the email automation.

Hi all! I need help with something! We use timesheets on Airtable for our staff. For each activity, we add staff members and use an automation to notify them via email about their new shift. I would also like to find a way to notify them via email when they get removed from a shift. So here is what I would like to use : When record exit a view (i.e. the employee’s schedule), send an email OR When the name of an employee is removed from the ‘‘Ressource’’ field, send an email to that employee Best, David :slightly_smiling_face:

I have an automation that finds records that have not been validated for over 365, then email a notice asking the user to schedule a calendly appointment. I have an interface with a record picker and a button to trigger the notice. Trying to add an action to check my sent notice box and add the date and time it was sent to the Audit Notice Sent field. I cannot figure out how to get the automation to put the current date and time. Seems to only allow me to pull info from a field or use a static entry. Was thinking I could do with a formula for TODAY(), but not sure how to make this work. Any input would be greatly appreciated.

Hi all! Looking for some help with a script to use in an automation! Background Info: My company offers training classes to our clients and we have a base that houses two tables: 1. Training Master List This table is the Master List of attendees for all classes throughout the year. Includes fields like Client Name, ClientID, Training Completed Date, and Linked Record to Qualified Clients Table 2. Qualified Clients This table includes clients that are qualified to be featured on our list of preferred partners. Similar to the first table mentioned, this table includes fields like Client Name, Client ID, and Contact info. I’m looking to have an automation that runs a script every morning at 10AM. The script needs to loop through the ClientID field in each table looking for matches. If a record from the Training Master List Table has a ClientID that matches a ClientID from the Qual

I’m trying to make an automation that sends an email to alert people when a task is almost due. The people have been selected in the record using a User field called ‘Responsible Person’. I kind of assumed that AirTable would know the email address (when you select a user, the email address can be seen from below their name), so I used the Responsible Person field in my automation for the ‘To’ parameter. This doesn’t seem to work though. It’s just bringing through their name, not their email address. Is there a way to extract their email address from their username. Either directly in the automation, or by adding another field? With a User field, you can set up notifications for when people are added to the field. So I just want to do something similar, but triggered when the due date is near.

Hey all, I am trying to update the Owner (type: User) of a record, when a status field is updated. However, I keep getting the error: Field “Owner” cannot accept the provided value: Could not find matching collaborator for string The automation is supposed to copy the value of the owner from a lookup field which basically holds the owner from a linked table. Please help.

Hi AT community, reaching out to get some help with an automation :slightly_smiling_face: I have a table that has records categorized by state (e.g. CA, OR) through a single-select field and I want to be able to build an automation that goes like: when records match this condition (a selection of states), then update the record and assign this other field to a specific region (e.g. Pacific Coast). That way, I can automatically have records be assigned a region based on the state of that record. I haven’t been able to properly do it through the automation but it seems like a use case that should be simple to build in with an automation… For reference, the issue I had was specifically on the second part of the automation – meaning I was able to identify records that matched the conditions I selected, but then I couldn’t figure out how to properly assign those to states without the automation giving me an error. Any suggestions on how to go about it? Thanks so much!

I have a field that should be one of 4 items. But because my automations are messed up - mainly from zapier parser - they gave me more data than they should. It’s supposed to take a name, not the whole paragraph. Is there a way that I can make a formula, to say "if the field contains , just output mary, and delete the rest?

Is there a way to get a time and date stamp on when the time tracker app was started and was stopped? Specifically I want to track what day I worked on what and how long. So on Tuesday I did invoices for 3 hours but on Wednesday I only worked on them for an hour. And last week I worked on invoices 5 hours in total but this week I only worked on them for 2 hours. I know the example above will require multiple functions, but I am stuck on getting a start and stop time linked to a task and date that is not dynamic and won’t change every time I work on that task again. I’m not sure if that makes sense.

I have two synced tables (team 1, and team 2) pulling in dev tickets from different teams. They have the same data points. I’ve created a third table (Joined Table) so that when a new ticket is added via the synced table it pulls it in so I have a merged view of both synced tables (essentially all tickets from both teams in one table). Using an automation. All fine. When the fields status and/or priority in the tickets in the synced tables (team 1 & team 2) I have created an automation that updates the record in the third Joined Table. This doesn’t work and I don’t understand why. This is screenshot of the joined-up table and Team 1 tables: This is the config for the automation.

Hi, In my quest to automate some off-boarding tasks I have had a hard time understanding how to do what I assume is a simple copy-paste. What I am trying to do is pull a set of pre-defined records from table C, into table B when I update a field in table A. Are there any wizards out there that can help before I bang my head another 100 times?! Setup: Table A contains user records ready for triage. Table B contains assigned tasks for the employee leaving. Grouped by that employee that is leaving. Table C contains all the tasks that are available to be assigned. Workflow: Currently there are two types of off boarding - Software and Software + Tech. When Table A is populated with an employee that is leaving the company, we triage whether it’s someone with only software access (Software) or someone that has software access and hardware like a computer or mob

Hi - I’m brand new to Airtable and am building a capacity tracker/task tracker for my team. In my capacity tracker table, individual team members are assigned an “at capacity” or “available” marker based on a formula that is triggered by the number of tasks they are linked to in the task tracker table. When a task is marked complete in my task tracker table, I want it to disappear from the column/rows it is linked to in the capacity table, so a team member’s capacity level is always accurate. I hope that makes sense. Is it possible to do this with an automation? I’ve been perusing the forums but can’t find anything that is super clear. Thanks!

I have a table with a JSON string in a long text field. I want to use the individual values in the Airtable Automation to update a record. I pass the JSON string to the script and want to get it back as an object (like retrieving the body from a webhook) where I can select the individual values. I tried JSON.stringify but that returned just a string. Output.table (noticed in documentation) is not recognized. I have no clue how to format the output function to return the value as an object instead of a string. I want to solve this within Airtable. Any ideas?

I have multiple images in a field. How can i change each attachment name using one click script? The attachment name should be based on {name} field. Thank you for the advice

Hi all. I have a very complex base with a job table and a location data table. I created a separate service report table with a form where i can inspect a room and use a checklist to select all the things which need attention as well as all the things that are done. I tried to make automations to create a job for each selection on the checklist, however i ran out of automations (is that a thing? perhaps i read the message wrong) So instead i made a single automation with conditional actions that would create separate records for each condition (or so i thought) but if one preceding condition on the list is not met, then all the proceeding actions will not be triggered even if their conditions would otherwise be triggered. Am i approaching

I have a table that records data for truck checks that our employees perform. One of the fields are linked to another table that hold information of the individual vehicles. I had an automation that would automatically update the mileage of the vehicle selected in the vehicle table with the mileage that was enter on the truck check table. It worked great for a year but is now broken. I cannot figure out how to get it working again. Anyone have any advice as to how to set this up? The configuration is not very intuitive.

Hello Airtable Community I’ve been going around in circles on this problem, and am SO close using an automation, but not quite. Three tables: PLACES - List of places to hire (inventory) BRIEFS - List of briefs (the requirements of the hirer) SELECTION - List of a places linked to a brief i.e. the selection to present to hirer (client portal) The interface for internal use: Page 1: Create a new brief (form) Page 2: Active briefs (record view) The workflow: Ideally, the internal users would be able to add multiple places (linked records) to the Active briefs (record view). And when a place is linked to a brief (places can/will be linked to multiple briefs) a new record is automatically created in the Selection table as a unique record linking the location to the brief. The client portal: I am using the SELECTION table to create a

Okey… i get two table… in the first table when user login in the app, create a record with email. when it creates a record in the first table, I want it to create it in the second one, but if the email is repeated in the first one I don’t want it to be created again in the second one, for example: Table 1 ---------Table 2 hello@gmail ----hello@gmail bye@gmail ----bye@gmail one@gmail ----- one@gmail hello@gmail … “no create record” … two@gmail ------ two@gmail thx!!!

I’m trying to create a authentification for my application https://docs.bravostudio.app/integrations/user-authentication/authentication-with-custom-backend When i make the second step “Creating the API collection and requests” I did all thing but when i test the good values i can’t connect with because i’m not authorized, i give you the screens See the tutorial with the link to understand more and help me if you can it’s really important for me Célian

I am getting a 503 response from Mailchimp API when making a simple GET request. The same request from Postman works. Any ideas why we get a 503? Thanks!

I need a timestamp when a certain option is added from a multiselect list. I can’t use the “Last time modified” timestamp, because I don’t want the timestamp to change if other options are later selected from the multi select. I have created a view for records to filter into as soon as the specific option is added from the multi select list, but I am still having trouble time stamping the day the record moved into that view, and never have it change.

Hello! I built a form where several fields are long text with rich text formatting enabled. When the form is filled out, I have an automation set up where the contents of the form are sent as a slack message. Right now, I have an issue where the form will have hyperlinked text, but the automated slack message shows the markdown syntax for the hyperlink and not the hyperlink itself. Is there any way to fix this? This is the slack message I have set up: The Hyperlink at the end “Here is the running list […]” works. It is the hyperlinks in the tokens that are breaking to look like: [Link text Here](https:/ /link-url-here. org)

I have the following forumla Email address: " & Email & " blah blah blah. If ends up looking correct in the forumlas field However when I grab that field and use it in an automation, it adds a \ to the start of the email. I feel like this is a tricky markdown thing, but can’t figure out how to ignore it. In truth I am actually happy for the email to not show up as a link. Any ideas?