Automations

How can I detect the number of records in each status: Todo In progress Done So that I can notify team members when there’s too many in a column. Example: if more than 5 In progress, notify team Any suggestions?

hi, i created an automation to send out confirmation emails after the submission of a form. it worked successfully until i changed the name of a field. now, when the automation is triggered and the email is sent, that particular field is missing from the email text (it just shows a blank where the field value should be). i tried to edit the automation to specify that field again, but the set-up only shows the field with its former name and does not show the updated field name. i have tried deleting it from the automation and re-adding it, but the result is the same: no field value in the output. how can i fix this?

I run a sober living house for women. I have chore assignments set up in airtables. Is there any way to set up an automation that will rotate the chores weekly between the residents?

So I’m wanting to populate a date field with a date 60 days in the future, whenever another date field is updated. Example: In a CRM, I enter ‘latest call date’ field as today, I want it to automatically populate "next call due’ date field with a date 60 days in the future. Any tips?

Hello, I’m Sorry if this topic may have asked before, but I’ve tried searching and didn’t found the similar one. I have 3 sample tables as kind of below, and I don’t know how to realize it to Airtable: the case is if I updated by adding item name ‘A’ to SO with subject ‘ee’, the result will automatically update like this: My main question is how to separate a ‘linked to’ field which is can contain multiple values, to be an individual record/ row, and update it automatically from SOTable?

Hi, all! I like to use the script which is served in marketplace to delete duplicates. But i want to use is as automation, so i need to to remove all input from user and validation in order to run it from a workflow. I want to hardcode table, firstIdField, secondIdField, comparisonField This is the code. Somebody can help me? Thanks for your help! Script Edit code let settings = input.config({ title: ‘Delete duplicates’, description: This script will delete duplicate records in a given table according to the value of two input fields. Duplicate records are detected when they contain the same cell value for each identifying field. For any two records that are considered duplicates, it will use a third comparison field to determine which of the two records should be deleted., items: [ input.config.table(‘table’, { label: ‘Table’ }), input.config.field(‘firstIdField’, { parentTable: ‘table’, lab

Hello guys ! Im ne here an I can’t wait to know more about airtable, but right now I can’t get what I need and that’s frustrating : i’ve got a webhook that returns me an array of values. I want each value to be distributed to a unique row as “title”, but Airtable takes the array and puts it in one cell of one row. Not very useful ! Can I use a formula to distrubute values ? Thank you, Diane

Hello everyone, I am using webhooks to trigger an Airtable automation from Stripe event. Then using script to call the Stripe api to pull additional data about event. My issue, is that the data I need comes back as a list, and I cannot use the info in the next step of the automation… Is there a script or way to break out the line items of the list (in Airtable), so that I can use them in workflow? Shout out #aatt for the inspiration and getting me this far. THANK YOU!

hey, I have an automation with trigger “When record updated”. In the configuration I am watching only a single field. That field type is “Link to another record” with linking to multiple records enabled. During testing, I have noticed, if I quickly add (copy/paste) or remove records in this link field then automation is fired only once. For example removing multiple records with few clicks fire automation only once. Similarly pasting multiple records fires automation only once. Does airtable combines multiple updates and fires automation only once if the updates are within short interval of time? Thanks, Ilyas

Hello guys! I am new to Airtable, and have been absolutely amazed by it’s possibilities. However, there is one specific thing where I got completely stuck for several hours and no YouTube videos or Forum topics helped me get through. I am practicing on a table for a Car Dealership. Each record has 5 columns with Car Details, and then a Single Select Field where we can choose from “Available”, “Reserved” and “Sold”. Then I have another table called “Car Dealership Statistics”, and here I would like to count how many times my cars went into “Reserved” and how many times they went into “Sold”. These numbers can be different because people can abandon their Reservations and the car becomes Available again. I wanted to tackle this with a Counter column, a Formula column ( Counter+1 ) and an Automation that increases Counter by Formula when the field = Reserved, and then same when field = Sold. However, I keep getting the message in my Automation that the Formu

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 -

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

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 in

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?