Automations

Hello I need some help with the Rollup, I have two tables: Points Tracker and Members In the Points Tracker table, there are 3 columns: Member Email, Event Name, Points. Whenever someone joins an event, we get their email and the name of the event that they joined and based on the event name they got different points. Same people can join multiple events and collect points from each event such as: first @gmail.com - Event1 - 15 Points second @gmail.com - Event1 - 15 Points first @gmail.com - Event 2 - 10 Points The Members table has two columns: Member Email and Points What I’m trying to do is to feed the Members table back with the sum of the Points a member got looking at the Points Tracker table: first@gmail.com - 25 Points I used Roll Up in the Members table but I need to manually select the related records anytime there is a new record in the Points Tracker table. For example, in order to deduct 25 points for the first member, I manually selected first@gmail.com - Event1 - 15 Poin

I have an automation set up upon a record entering a view which will find all services for a given customer and send a Gmail message with a balance due. The problem I’m experiencing is certain table values either won’t appear in the preview, or they do appear in the preview but not in the sent email message. First, I have a “total balance” rollup at the customer table and I’m including this in the Gmail message. While testing yesterday, it would neither appear in my preview nor test email sends, but as of today it is still not showing in the preview but it is appearing in the test email sends. Additionally, I’m displaying the services linked to this customer in a grid. Yesterday these were displaying in both the preview and test sends. Today, they are displaying in the preview but not the email. I haven’t changed anything with the data - why am I getting such inconsistent results here?

Is it possible to use markdown or HTML in the ‘description’ of an Outlook Create or Update Event action? Looking for bold formatting and hyperlink text. Thanks :slightly_smiling_face:

Hello! I’m struggling to get an automation to work between Airtable and Make. If you have a second please could you help me by entering the competition - So I can see where It’s breaking? I’d like to test thoroughly before launching properly. You can see the instructions here: Connect My SaaS Twitter Competition Rules and Terms & Conditions But effectively, you just need to go to an integration page, and press any of the tweet buttons. You can pick an automation here: connectmysaas.com Automation Station Our bots want to help you find the best way to connect your apps. First, pick your trigger application on the left, and pick the action (or destination) app on the right, and our bots will help you discover what is possible. Thank you so much! :pray:

Hi, One of the things I am trying to automate is sending an email with an attachment. This attachment is the latest file available in a dropbox folder, that would be uploaded as soon as its available. Here’s an overview of what I am trying to do: New file is available in dropbox folder > File is uploaded and added to attachment column in airtable base > Status of row changes to send > Custom email is sent to set email. This seems possible, but I am stuck at understand how to let airtable know that new file is available. How would you create this?

Hey Airtable community, I need you! I made an automation to send email to multiple email addresses when a record matches conditions. The automation works well during the test session and sends the email to multiple addresses picked from a rollup field with this formula added: ARRAYJOIN(ARRAYUNIQUE(ARRAYCOMPACT(values)), ", ") . The problem is when I run the automation in airtable data, the automation sends the email only at the first contact of the rollup field. Please, help me to fix this issue. Thank you for your time

Hi, I am trying to update several fields in multiple records, but I have an error when I tried to use the input variables from previous automation actions. The fields that I tried to update are “Invoice” and “Invoice Status” which are single select and “Date invoice” is a date. Here is my script and screenshot: let inputConfig = input.config(); // let records = inputConfig.step2Records let dateI = inputConfig.dateInvoices let table = base.getTable("Payouts"); // for (let record of records) { await table.updateRecordAsync(record, { "Invoice": {name: inputConfig.invoicesID}, "Date Invoice": dateI, "Invoice Status":{name:"Completed"} //Replace Emailed with the field name of the checkbox field you want to update, if different. }) } Thanks for any help!

I have an automation I want to run every 6 months (that is on Jan 1 and then on July 1 each year) and I set it as every 6 months on the 1st at 12:00am starting 1/1/2023 and then it doesn’t begin to trigger until 6/1/23 12:00am. (see the image here) I can’t for the life of me figure out why the timing is off. I also have an automation that runs annually and it’s doing something similar seen here. My daily/monthly automations didn’t do this at all so it has to be something I’m misinterpreting or isn’t documented where I’ve looked.

Hello everyone. N00b alert! In some cases I need to delete an attachment as part of an automated process, after it has been moved elsewhere. I’ve read that you can delete an attachment just by overwriting the field with a blank value Erase all attachments from the attachment field in an instant However this doesn’t seem to work for me. Instead, that action fails with the message ‘Field “Attachments” cannot accept the provided value: Invalid string.’ Am I missing something here or is this better suited for a scripting block? Thanks for your insight!

Trying to set up automation in script editor to show sum total from a table. This needs to only be sent out when new item is added to the table and an email sent out every 7 days

Hello, I have an automation running once everyday. It will find the last updated records and post a list of thoses records in slack with their URLs. I am trying to combine both of it for a better formating without luck. At the moment, the message looks like this : 4 records were updated. A, B, C ,D urlA urlB urlC urlD I’m trying to make it look like so : 4 records were updated : A urlA B urlB C urlC D urlD Thank you for anyone able to help me out. Cheers,

Hello! I’m trying to set up an automation with Incoming Webhooks. The source of data is Active Campaign automation that sends a contact information to my webhook endpoint. The issue is, if some information is missing in the contact record, ActiveCampaign does not send that property at all in the JSON response. { body: { linkedin: undefined } } vs. { body: {} } In case of ActiveCampaign, the second response is being sent instead of the first one. Which then makes Airtable tell me there is a “configuration error”: Should I just ignore this error? Or if some property is missing in the JSON input it will make the automation error out? Is there any workaround here?

I am triggering an automatic email when a record is created. I will send the name of the record and the dynamic data of each record. there are specific records that if they are empty I want to hide the data and also the name. How can I achieve this?

I want to use an API to trigger Zapier as waiting for a record to enter a view might sometimes take too long for a near real-time sync operation. So I want to pass the record id of the record that needs to be processed by Zapier. I have no script code experience but I should be able to understand the code from how to get the incoming parameter and pass this to the webhook code. And same for the webhook URL. Thanks for your help.

I have a table with a view for monthly credits that are active and I am looking at getting an automation that creates the corresponding list of records in the next (usage) table each as their own records. Better explained, the benefits list table has records of benefit1, benefit2, benefit3 that meet my criteria (active/monthly determined by the view). I want the automation to create new records for those benefits: benefit1, benefit2, benefit3 as their own records so that I can track the usage in the second table. When I run the automation it’s creating a single record with the values from the entire column in one cell but I want them in their own row. Can someone clarify if I am missing a setting?

Testing an automation using Gmail and get this warning in my inbox when it is sent. Is there a way to resolve this since I very much need to have a form link in the email?

This automation is a test, not actually in use. The idea is that the primary table has three fields/columns A, B and C, and also a Status field with an option ‘Done’. When user changes Status field to ‘Done’, I want to get the values in fields A, B and C and use them to create records in a second table. I’m assuming here that the practical options (when user clicks ‘Done’) are just four: Only A has value, so create 1 record in table 2 Only A and B have values, so create 2 records A, B and C all have values so create 3 records in table 2 A, B and C are all empty, so do nothing (I’m skipping the possibility that A could be empty but B and/or C is not.) See screenshot below for the way I’ve handled the logic. The only way I could think to make this work was to start with a condition group that tests for option #3 above first. Then I test for option #2. Finally I test for #1. If none of the tests returns true, the automation does nothing. It works fine, great, actually. But the condition

Continuing to work on a base for automated emails regarding expired credit cards. @Ben.Young already helped me with a formula field, but now as I take the next steps into automated emails I’ve hit a weird issue. As part of my automated message I want to include a link to our blank fillable Credit Card Authorization PDF. So I found the amazing script for converting attachments to urls, executed the script, filled my new form link field with URLs (formatted as long text), however when I attempt to enter this field as dynamic data in my automation it isn’t showing the URL.

Hi, I’ve trying to create an automation that will create a record in one base from and automation in another base, while I understand scripts as base bound I also understand I can do this wit the API. So I’ve been looking at the API ref and it give you the basic JAVA to do this but! The Code: let inputConfig = input.config(); output.set(’’,${inputConfig.FistName}); let fn_var = ${inputConfig.FistName}; output.set(’’,${inputConfig.Surname}); let sn_var = ${inputConfig.Surname}; output.set(’’,${inputConfig.StartDate}); let sd_var = ${inputConfig.StartDate}; output.set(’’,${inputConfig.StartLocation}); let sl_var = ${inputConfig.StartLocation}; output.set(’’,${inputConfig.LineManager}); let lm_var = ${inputConfig.LineManager}; output.set(’’,${inputConfig.JobTitle}); let jt_var = ${inputConfig.JobTitle}; output.set(’’,${inputConfig.PersonalEmail}); let pe_var = ${inputConfig.PersonalEmail}; output.set(’’,${inputConfig.EmploymentType}); let et_var = ${inputConfig.EmploymentType}; var Airtab

If I have a column(Data 1) with multiple select (Data: 1,2,3,4,5), when the user has selected numbers, how to automatically extract unused data in column(Data 2) like on screen?

Our company collects availability forms in Airtable from an external source. When these forms are collected, they create a new record in a “forms” table. We have a separate table called “availability” that brings in select data from the forms table to compare availability across types of submissions. I am trying to set up an automation that will bring in this data into the availability table automatically (e.g. by adding another linked record) rather than having to do so manually. The highlighted cell shows the records I want to add to the “school forms records” field using the update records action. This image shows my trigger: when a record is created in the School Forms table, do x, y, z. This image shows the find records action, as currently set up. The find records action has been tested and works perfectly. This image shows the update record action. My goal is to update the record that has been found by the find records action in the previous step. However, every time I test

Hey there, I have the following set up. There are 2 columns in table 1. Column A “Monday of the week” is a formula field that calculates the Monday of a week. Column B “Manual weekly entry” which is a linked field to table 2. Table 2 has a primary field “Monday of the week”. There is also a roll up column that rolls up all the record in Table 1 that are part of that Monday of the week. When copy pasting manually Column A in table 1 to Column B in table 1 everything works perfectly and there is only 1 Monday of the week with a roll up of all the record that should be in that roll up. However, when trying to automate the copy pasting through Airtable Automation (or Zapier, the result is the same) then the pasting is happening correctly, but in Table 2 we see that a duplicate Monday of the week in the primary field is created with each time only 1 record in the roll up. Is there a way how this copy paste can be automated without creating a duplicate Monday of the week with a single record

Hi. I am having a hard time making automation work with my Google Agenda. Creating an event is simple enough. But updating a record always fail, I do not understand why at all. Maybe somebody experienced the same roadblock?

I have a problem with using an encoded URL in an automation, specifically to put the URL in a Markdown field. I made a new table to illustrate the problem : The formula field encore the URL as follow, this is correct : I have an automation that fills the third field, configured as a long text with rich text enabled, this is how the automation is set up : This produce the wrong result. In the markdown, the URL is not encoded anymore : Any idea how to get around this ? I can disable rich text in the field and it will work correctly, but it isn’t ideal.

Is there a way to search for a record, (and ideally link it) in table B based on an email address field in table A, whilst entering the new record in table A?- I dont mind if it fails if it finds duplication or none, but it would save me much time to automate this? Thanks in advance!