Automations

https://videos.pickleball.ist/conversations/31657156-59b7-5196-9007-377d0b5a1ac8Video until 1:40 shows the context of what we’re trying to accomplish. After 1:40, shows the details of how we tried to set up our automation.We already have a “Zap” set up through “Pabbly Connect” where all new orders create a new record in our ORDERS table. We want a Airtable automation that looks at the records in our PLAYERS table and checks to see if the user that created the order, already exists (based on the phone number being the unique identifier).Consider that phone numbers have been entered in a variety of formats.Please see the linked video to see exactly how we’ve set up the automation… but we can’t get it to work.Any suggestions?

I created an automation to trigger an email when a record has been modified/updated. Can I set that the “Action” will not happen immediately. let’s say after 10 min from the change? Thanks

Actions are not executed although the conditions are met and the automation is displayed as runs successfully. If I then run the automation again in test, the actions are executed. Trigger: When a record is updated Conditional Actions: Condition: IF lookup field value contains <text> AND multiple select field values has any of <selected value> Find records Which meet the condition above. Update record Record ID: <record ID> linked field: <List of ‘Airtable record ID’ from step 2> How can this be?

I have a button and I would like to attach an automation task to it. Is there a way to do that, I see that you can attach a script for a URL but not an automation.

Hi Community, I am sending out emails in an automation and would like to send out follow-up emails with the email history of the already sent email after a delay of 2 hours. I know that there is a way to delay actions (https://support.airtable.com/hc/en-us/articles/360054070574-Delay-an-automation-from-running) but as I said, for the recipient it should look like I manually hit the reply button on a sent email with a follow-up question. Who can help or has an idea of what function or terms I am looking for?

I seem to be having an issue regarding the Airtable Automations. They do not seem to be running. It seems like they stopped running at around 1.35PM (GMT +3). Is anyone else run into this issue? I turned my automations off and on again, hence the status saying “Run Cancelled”, but the previous status was “In progress…” and that has not been updated since.

We have a URL field where we insert long Google Doc url’s. We then have an email automation working but when the email arrives, the link is broken - most of it shows as a hyperlink but the last 5-10 characters are plain text. Is this a character count limitation within Airtable Automations or is there anything we can do to fix it? Thank you!

Hi all, I’m just learning Airtable but have a question I’m hoping you can help me answer. I have 2 tables within the same base: Roadmap and Tasks. I have high level milestones/delivery dates in the Roadmap and detailed Tasks within… you guessed it, Tasks. I keep the milestones from Roadmap in Tasks as well but managing between the two is a pain – I’d like to sync those specific records between the tables. If I update the record in either table, those updates are carried automatically to the record in the other table. Is there a way to label specific records in my Tasks table and have them sent to the Roadmap table automatically?

Hello, I am trying to send emails with the automation and everything is ok but in the signature of my email I have an image. I would like to insert it in the good place but I can’t find a solution. Markdows (image link) is not working. (the image is very small) do you have any idea or solution Thanks Alex

Hi there, I’m trying to set up an airtable automation so that when I update a single select field in one table, it updates to the same thing on multiple records for that person in a second table. For context, it’s a Covid Testing Table. The table I am entering the info in is “Start Work Testing” and the single select field I am entering into is called “Rako Status”. My second table is called “Site Access Requests” and I want to update an identical “Rako Status” field in my second table. There is always only one record per person in the “Start Work Testing” table, but there are sometimes multiple entries for that person in the “Site Access Requests” table. I think I need a script to update all records, can anyone help? I came very close to solving it with this community post, but in this one the field that was being updated just had the same outcome each time, whereas mine will vary depending on what single select option is selected. My automation is based on the following condition

I’d really like to create an automation where if a record matches a certain condition, an email is sent every two weeks. So basically, I’d have two triggers, record matches condition + scheduled time. Is that possible?

Hello everyone, Context My base consists of: Leads Interactions Contacts Opportunities Tasks Leads are the main record, which can have everything else linked to it. I have built two forms: One for logging interactions and one for creating new tasks. I’ve also created a formula to pre-fill a lot of the fields in the form whe it is of type :dizzy: Follow up. This is triggered through a button i created in an interface, and just pre-fills the form, since airtable doesn’t have default values. "https://airtable.com/shrTe9i8VpCTWaRMB?" & "prefill_Task%20type=" & ENCODE_URL_COMPONENT("💫 Follow up") & "&" & "prefill_Focus%20area=" & ENCODE_URL_COMPONENT("💰 Biz dev") & "&" & "prefill_Life%20Area=" & ENCODE_URL_COMPONENT( "👻 Blueghost") & "&" & "prefill_%F0%9F%92%A7%20Status=" & ENCODE_URL_COMPONENT("Open") What I am trying to achieve In order to speed up my workflow, I want to automatically create a follow up task, once I log

I’d like to create a webhook that triggers a Script I have built. However the scipt has a button input to allow the user to select what they would like to do… I was wondering if it’s possible for the webhook to not only run the script but also make a choice/choices from the script questions? Thanks!

I would like for dates in the Automation to appear as July 4, 2022, for example. Instead, they appear as 2022-07-04. I have the date field formatted as ‘Friendly’. However, this does not appear to translate to the automation. I thought about creating another field that formats the friendly version of the date as text. But, that seems a bit cumbersome for each of my date fields. Any workarounds that I’m not considering?

Hi, I’d like to have my automation that is currently triggered by a When record matches condition to only run once per day. It seems the only way to have an automation run at set times is to set the trigger as At a scheduled time. However switching the trigger to be time dependent means I can’t have a When record matches condition rule. Any suggestions on how to make my automation time dependent so that it only run once per day?

Ultimately what I am trying to do is to have airtable generate an email reminder both 5 and 3 days before a task is due that has been created within a field in a base. For example, I have a TO DO field within a base in which tasks are entered along with DUE DATES. I’d like for REMINDERS to be able to be TRIGGERED to send out both 5 and 3 days BEFORE the DUE DATE for each entry as needed. So far, I have tried to follow the directions in the link below: Airtable Support How to create a simple reminder There are numerous situations where setting a reminder can be helpful. This article walks through how to set one up using automations. For the examples used in this article we are using our Project... but am not able to get past the “Add a formula/Configure an automation/Choose a trigger” portion of the tutorial.

I’m wondering if you can help. I have two tables ‘Vehicles’ (a list of all vehicles, their type etc) and another ‘Bookings’ (dates, booking purpose) that has a linked field to ‘Vehicles’ allowing me to link multiple vehicles to one type of booking (via the primary field, which is a vehicle identifier unique to each vehicle) Having a separate table for bookings saves me from having to continuously make endless date columns for each new booking. I need to build an automation that does the following Booking Table Recognises when a new record has been created and completed (currently signalled through a manually selected checkbox, easy enough to do!) Booking Table Searches the linked field and recognises the vehicles that have been linked Vehicle Table Find the records for each of those linked vehicles Vehicle Table Link the booking ID to the vehicle record under the ‘Bookings’ Column Happy to use an extension if that will do the job. Thanks!

Is there a way to add timestamps automatically in this field (image attached)? Our company tracks activities updated under “Activity Notes and history” field and for each update/entry, we would like to add a date/time to track the history.

I have a Profiles table. Each profile pay monthly according to start and end date. I want to create another table out of this table with payments request per month. Each payment request is per whole month / or until the end date Example: start date 1.6.22 end date 20.6.22 payment request will have from 1.6.22 to 20.6.22 instead of 1.6.22 to 30.6.22 and amount will be the % of the “amount to pay monthly” which is in the profile table. So basically an Monthly Recurring Revenue (MRR). A worker will start and fill all pending payment manually once he see it get paid in the back. If a Pending moved to Paid don’t overrun it with pending again…

Is it possible to use an automation to fill in a date field, if the user has missed it? I would have a publication date for a piece of content, and would want to set the writer’s deadline 7 days’ prior. I’m new to automations, so any pointers on how could I do this? I was thinking of creating a view to show such records, and using a record entering that as a trigger.

I have an automation that conditionally sends a Slack message when a record enters a view and matches a particular datetime field. The conditional action editor only allows me to select a date to match, but I need it to be more granular, such as the datetime field is prior to 6 hours ago. Is there a reason Airtable is so klunky and only allows to match on the date?

I was wondering if it was possible to setup an automation that would auto delete a record with a specific single-select field entry after 30 days or something.

I want to embed a form inside an email automation and I can’t find where I can add HTML blocks to insert the script to Airtable body email sender. Thanks

Hi, To link my tables just after the import (csv files) I use Automation (find record, update record,…) But I’ve a table with 25 000 records and I made the import twice. I just reiceved an email from Airtable to inform me that ’ my workspace reached its monthly automation run limit ’ . I’ve a Pro plan. Do you now if it’s possible to add (buy) Automation run ? I need extra automation run only after the import (one time /year)

As a species, we love power tools. They help us get big jobs done quickly and with less effort. A good chainsaw can slice through a cord of firewood in a blink. A smart operator will take care to wear eye protection, gloves, and even a carbon fibre vest. And because they’re operated by humans, we can easily avoid accidents like mistaking redwood lumber for that new deck as firewood. :winking_face: Automations are the equivalent of an unattended chainsaw. Imagine starting a chain saw and it just takes off at a rapid pace slicing through all the logs while you relax and enjoy a fine beverage. (queue Tim the Toolman growl here). But now let’s imagine a different scenario - it’s 2 AM and the chainsaw magically starts and begins to slice through all your neighbours’ beautiful redwood privacy fencing? Ooops! There’s an abundance of posts in this community about automations that don’t seem to run when all indications suggest they should. Of less interest is the opposite - automations that