Automations

Is it already possible to get a download link of a page designer document in a record? Waiting for this for many years already. Thanks

Hi all, I’m new to Airtable, so it’s likely I’m being an idiot over here. I recently connected the Fintable Extension to integrate banking data; Account Balances and Transactions to a Fintable Base. I have then synced that Base in to Tables in to my Main Base to use. I have a Table where I have used a Gallery View to host card details and if it’s active, expired, type of account etc, see example… Now, what I am trying to do, is create an automation that automatically updates the Current Balance Field as soon as that field is updated (based on the Fintable Base Sync). When creating this Automation, here is what I tried setting up - However, time and time again I get this error, and I cannot for the life of me figure out why?

Hi, so I just setup a task table linked to my contacts with a date w/ time field… so… what I would like is… of course a reminder of these tasks. These are actually call back reminders from my CRM (like if someone says call me tomorrow after 1pm or whatever). So… what I want is an automated email every morning at like 6am for all the tasks (call backs) due for that day… and then… perhaps if possible… some kind of… SMS… reminder of a callback for that day… heck even a phone notifications, or a ding or whatever. So… anyway the second part (ding) is not that important I guess because I could just set it myself but… the email atuomation on the day - I’m guessing that’s not a crazy ask right? EDIT: I’m playing with automations now but obviously like… I’d like to be able to have one “batch” email sent - so like let’s say I have 5 call backs… instead of 5 emails… 1 email! With all the batches! Hope that makes sense. Thanks!

Hi there! I am trying to figure out a way to create book catalogs to automatically email customers from specific table views. I do something similar for sales: When the Shipped field from my Sales table is checked, an email notification automatically goes out. In this case, though, I’m hoping to send multiple books in a single email, and hoping to avoid the awkward bunching together of ALL TITLES, ALL AUTHORS, etc. Ideally, all the records would be displayed with their seven fields in this format: AUTHOR. Title. Place: Publisher, Year. Description. Price. Any suggestions? Are there any extensions that might make this possible? Thanks in advance for any ideas or expertise you might be willing to share!

Hi all, I am working on an automated email unsubscriber that uses an email in a new view to trigger an automation to find all the records in the original data (same base) with the same email address. Once found the Field Unsubscribed should automatically be changed to: “Yes.” The issue arises, seemingly, when multiple records pop up with the same email. Theoritically, the automation should upate 1 record or a 100, but in practice I get an error on this - UPDATE step. Pls advise what I should populate into the Record ID field of the automation. I’ve used the first option: “Make a new list of Record IDs” but that is the one that errored out. Thanks, David P.S. the error is: “Received invalid inputs.”

Hello! Here’s what I’m doing at the moment: Each week I’m generating feedback forms for all active classes. Each form is unique and therefore I’m using the TypeForm Create API to construct the forms from my data in my Airtable. There’s 32 classes currently and each class requires 2 requests - 1. to create the form and 2. to add a webhook to it. That’s 64 requests which exceeds a quote of 50 request per script invocation. What’s the best way to go forward here? I can split the script in two, create forms in first script, add webhooks in second script. It will lead to some code duplication:( Set up a separate automation run for each form. 32 requests in each run, then 1 request per each automation triggered for every row. That’s +33 automation runs / week Just handle this in a script running elsewhere than Airtable… no limits there. Easy for me, but makes it harder to maintain once I leave the project. Someone needs to be able to run and change the CloudFlare workers / Netlify Functions

Hey Airtable community! I’ve got a quite large data set that is not very pretty. I need to process it so that I can make use of the data in a real way. The key issue I am looking to solve is that I need to: Break apart long data fields into individual records on a different table that are linked back to the original record ex: Master Table Column is “Locations” and in each record there are a list of up to 10-20 locations listed in a format like this: [{“addr_1”:“3340 Peachtree Road”,“city”:“Atlanta”,“state_prov”:“Georgia”,“country”:“United Kingdom”,“is_hq”:false},{“addr_1”:“Regus Officecenter Badenerstrasse 47 Zürich +41 79 88 44 998”,“city”:“Zurich”,“state_prov”:“NA”,“country”:“Switzerland”,“is_hq”:false},{“addr_1”:“WeWork Friedrichstraße 76 +49 30 5200 4596 4”,“city”:“Berlin-Mitte”,“state_prov”:“Berlin”,“country”:“Germany”,“is_hq”:false}] I want to export this data into a Table called “Locations” where each address is cleaned up, listed individually and linked back to the original re

I’m having trouble with an automation I created to notify other team members when a long-text field is updated on a record. Edits to the field generate multiple emails instead of only one. How can I get the automation to send only one email with the complete update? The same issue is documented here, but the thread is closed and I can’t see the solution anywhere. Thank you!

Hello community! I am trying to create an automation that will send an email out every 14 days only if there are records in a specific view. The use case for this would be to email functional leaders every pay week if they have expense reports to approve for their team. I only want them to get an email if they have expenses to approve. If their view is empty, I don’t want an email to be sent. Thanks for your help!

Hi everyone, I’m looking for a way to generate a report of all emails automatically sent via Airtable, or updating a checkbox field in the record to be ticked. When a student fills out a form, I would like to know who which students have been sent an email and which have not received an email. I thought about adding a step to an existing automation that sends them an email once they fill out the form, but this would not guarantee that the email is sent. All help is greatly appreciated! Chloe

DAK please if there is a way to sort views (without having to re-order one at a time)? For my law library I have dozens of views for particular subjects and add new views regularly. Having to re-order them manually one at a time is a hassle.

In my law library I have a field "keywords’ , customised to multiple select. I have a keyword Notice/Service that I want to delete and substitute two keywords Notice and Service. The quickest way I find to batch change a keyword is either to copy and paste and input into each record or enter the keyword(s) into an empty field then shift>enter and drag the blue rectangular to fill each empty field, However, that cannot be done when the field is not empty to begin with but contains other (different) keywords that are not to be overwritten, (See screenshot) Is there another way to batch input into a field that contains existing keywords that are to be retained? (I have approximately 350 entries to change and am resigned to doing them one by one)

I have an automation that is running into issues all a sudden. I have a linked field that needs to accept two record IDs into the linked field. I have tried adding the 2nd one if the first is already there, which then deletes the first. I have also tried removing the 1st one and pasting two, but it says it doesn’t accept the result because it has a comma in the automation and also doesn’t accept without a comma.

Hi there, Can we simulate the process of hiring on Airtable? The concept here is a “Recruiting CRM” for recruiting agencies to manage the relationship between employers and candidates, so we work as a broker between those two parties or 3 parties to manage the process of hiring. So my quetion: hoe to build a hiring workflow in airtable? we want also to get a report for each candidate include the previous values (like old employer he applied, rejected hiring etc.) BR,

We have set up an automation where I select all records that meet the Today date condition. Then I select an email address from the row (it’s a customer list) and send a message through the automation. The problem is that when multiple records have the same date set, only one email is sent to all contacts together. What action to do in automation to send mail to each record separately?

Hi everyone, I have a Stacker app, linked of course to Airtable, for which my colleagues use to plan events, sync these to internal calendars, etc. Some of these events run “Out of Hours”, i.e. starting or running into Saturdays or Sundays, or starting or running past 5pm Monday to Friday, and for compliance purposes, these events needs some special email notifications to fire to certain people. One workaround would be simply to have users mark a checkbox field to say “my event is out of hours”, but this still has the possibility of user error (and I’d like to streamline my Stacker app as much as possible). So, theorising a workaround, I’ve created four formula fields using DATETIME_FORMAT to extract the Start day, End day, Start time, and End time independently of any date and those values being combined in the date fields, which what my users configure. This has allowed me to get text values for “Saturday” and “Sunday”, and it’s easy enough to configure an automation for these, howev

Hi, I am usin an automation to populate a table from emails received from an o365 box. Every field is OK except I may have pictures in the mails that I have to extract. Is there any way to get the pictures on airtable automatically or at least an URL to thoses pictures? It may be others formats too but the main point is for picture for the moment. Thanks.

How to send individual emails to an entire column on another sheet if some conditions are met via Zapier or Make? I want to match requests with my vendor’s location and only send emails to people who match with the requested country. I have two sheets Lead form requests Vendors with their info When Lead submits a form, it is transferred to the airtable Lead requests table. When a new request is submitted, I want to match their location with my vendors and only send emails to those vendors on the Vendors table. Via any platform.

Is it possible to create an automation that will create a record at the end of the day if a student is not marked absent they will be counted as present. I have a form for teachers to fill out when a student is absent. However, I want to create something that will also count when a student is present, not just the change to present. For example, if there is a class of 4 students and everyone is in attendance then I would get a record at the end of the day where 4 different records were created saying that all students were present. Is there a script that is possible for this? Currently, my automation is grouping all four “present” students into a single record and I want a different record for each.

I have two tables named “Organizations” and “Org Founder Mapping”. Organizations table contains fields “Org UUID”, “Name” … In this “Org UUID” has values using RECORD_ID(). In table “Org Founder Mapping” have fields “Founder UUID”, “Org UUID”, “Org Name”… In this “Founder UUID” has values using RECORD_ID(). “Org UUID” is linked to “Organizations” table. I want that when I enter "Org Name’ in “Org Founder Mapping” table, it automatically search “Org Name” (“Org Founder Mapping” table) into “Name” field (“Organizations” table) and copy the “Org UUID” (found in “Organizations” table) and paste it into “Org UUID” field in “Org Founder Mapping” table. I tried to automate this but I am getting “Received invalid inputs” error

I want to update certain values (columns) of a record automatically in another table if it meets the condition. How can I do so? I have added a checkbox in Table 1. If the check box in Table 1 is checked, then update the values in Table 2.

Hi All, I would like to make extra validations on a Form (such as validate if an e-mail and confirm e-mail fields are the same, validate some patterns etc.) before submitting a Form. Is it possible to do with Automation/Scripting? The form will be open, so I am not considering creating an interface using this feature. Thanks a lot!

Hi everyone! There’s a seemingly basic problem that’s driving me crazy: I have an automation that triggers a script to create a few records. When creating these records, I need to set the value of a single-select field. It works well when I assign a basic string to the variable, but fails when I use getCellValueAsString ! Anything I’m missing? (console.log on the result of getCellValueAsString shows the correct result and typeOf on the variable shows indeed “string”) let tableMapOuvrages = base.getTable("Map ouvrages"); let tableTaches = base.getTable("Taches"); let inputConfig = input.config(); //get the variables from previous steps let mapOuvrages = await tableMapOuvrages.selectRecordsAsync({ fields: ["Ouvrage","Groupe ouvrage"] }); for (let itemInMap of mapOuvrages.records) { let basicString = "Livraison menuiseries"; let stringOuvrage = itemInMap.getCellValueAsString("Ouvrage"); console.log(stringOuvrage ); // this shows "Livraison menuiseries" console.log(s

Hi everyone, So I am working on an automation that can help me do progress tracking, and I want the automation to help me find records that are based on the day of the week, and change the progress by +1. The current solution I have is: Scheduled Trigger Once a week Mondays Find Records with Mondays. Conditional Actions: if Progress is exactly 1 Update to 2 if Progress is exactly 2 Update to 3 And I would multiply this by 7 for the 7 days of the week But I realize, it does not update the entire batch but only one entry? Any potential solutions?

In Airtable i have students information including a unique student ID for 600 students in a view called Master class showing students from Pre-K to grade 4. I need the 600 students data information to sync with z Google sheet. I have created a scenario using MAKE (aka integromat) and I can :slightly_smiling_face: Create a new line in Google sheet if a new student is added to Airtable update the values in Google sheet if they are updated in Airtable The tricky part was if a value is deleted in Airtable (student is leaving Learning Support, a box is unchecked in Airtable) as the update formula was not clearing the respective cell in Google sheet but I was able to work around. So this work too. The last thing I cannot find a way to do is : If a student is deleted in Airtable or is not visible in the master class view because the student grade is now grade 5 for example, Ineed to delete the same student row in Google sheet. And I cannot find a way to do it. My idea was every x minutes