Skip to main content

Automations

Ask your questions about Airtable Automations here.

  • 5,191 Topics
  • 16,172 Replies
5191 Topics
N
ncrariahNew Participant
posted in Automations
Can I send an email to a record & button click in email updates record field?

I have 100 people in my database, I want to send an email to each (email is in record) and in the email have a  button (webhook or form) that updates another field in their record. Example: Do you support the project? Button or form could either just have "Yes" (with no click being implied "No") or a form 

14711
Konrad
Sean_Lake1
Sean_Lake1Inspiring
asked in Automations
Form submitted - assigned a certific

Hey all,I’m getting the dreaded “received invalid inputs” but it’s not specific.I have a form that someone fills out to get a “certificate” number in another table.There’s a specific view for the Non-Assigned certificates. There are two tables, one that stores the form’s data, and another that has a listing of certificate numbers and such. Now I’d set it up as such: Then the Find Records settings:  Not sure what else to do???   

9719
Sean_Lake1
T
The_Focus_ForwaKnown Participant
posted in Automations
Run automation manually on all records that match conditions

Hi there, I’d like to create an automation that, when triggered manually, appends all records that match certain conditions to a Google Sheet (that I then apply built-in formulas to in the sheet). My first attempt was to choose the trigger “When record matches conditions” but that only seems to fire for when a new or updated record matches conditions, not for when an existing one does. How might I set up the conditions and action and then for a trigger be able to just click a button like “run” or turn it on? Is there another way to do this?

2474
garebear
T
tmburfordNew Participant
asked in Automations
Populate Name Field with Base Name

Hello!I created a Project Template base that has various phases and steps with our design process. This base will be duplicated and renamed as new projects come in.I also created a separate Project Dashboard base, to be used to get a birds eye view of all the active projects going on at once.In the Project Template base there’s a table with a name, assignee, and project status fields. This grid view is synced to the Project Dashboard.Once I duplicate the project template base and rename it to the new project, is there a way to pull in the new name of the base into the name field?I didn’t see anywhere in the functions to pull in the base name. I was able to generate the base name using the script extension +  output.text(`${base.name}`);, but I don’t see a way of bringing that information into the name field.Thank you for your help!

902
T
S
Stephen_HudsonNew Participant
asked in Automations
Help - "Find Records" Action only finding 10 records

See screenshots below - I've used the "find records" option many times, and always restrict it to a specific view.  Only this time, and any time I test the find records action anywhere globally, it suddenly seems to stop at 10 records. The description still lists the limit as 100 records, it just stops at 10.  The view in question has 52 records in it. I've even went so far as to test this on older automations which we've since stopped using (afraid to touch any currently running automations for fear they might stop working properly).I've recreated the automation, refreshed the page, re-sorted/grouped records, but have not been able to work around the issue.Has anyone else ran into this?

2629
garebear
J
Juan CamiloNew Participant
asked in Automations
Question about automations

I have a database and I would like that each time a person registers in the form, if he/she already exists in the database, just update his/her information and do not duplicate the contact (the database contains his/her ID number which is unique). Thanks!!

9611
garebear
G
ginozmajNew Participant
asked in Automations
Empty value of a lookup field form input.config via sctipt?

Hi community members, I’m setting up an automation that triggers based on the date but running into a problem with getting the values of the record that triggered the automation… To give you context, the main table is "Reservation" and contains all details of the reservation. In it, there is also a linked field "Yacht" which points to another table "Yachts". I have also added 2 lookup fields in Reservations : yacht name and yacht model. I defined the input variables but when I want to output them, the linked fields are empty arrays (see screenshots below). Please advise on how to fix it because I need to pass these values via webhook for further use.  

586
Milan_Automable
F
fileycatrescueNew Participant
asked in Automations
Including variables in a Slack message using Airtable Script

Hey everyone!This is my first post here, so forgive me if it sounds like a silly question. We’re currently working on a script to send an automated message via Slack every time a new record is created in Airtable. We’re using a script, rather than the pre-built Slack automation, as we need more advanced styling options and a button that takes you to a specific Airtable interface page.I have just figured out how to call Name and Address values from the record in the first step of the automation, but I’d like to be able to use these values in the message itself. How do I call the Name or Address in the message part of the script, so that they appear as text?Hope someone can help — thanks in advance!Alan

643
T
D
dara_harmonNew Participant
asked in Automations
Run Script not working anymore? Record field missing

Hey there--- I seem to not be able to use the same “run script” function anymore, because the record area is missing-- Here is what I’m looking at now: And on my other base, I have one more field that I can set that doesn’t seem to appear anymore:  What am I missing?? 

492
D
ChrisGlemaud
ChrisGlemaudNew Participant
asked in Automations
Can the email automation use distribution list email addresses?

Hi, I’ve built some automations to send an email when a button is pressed. In the TO: and CC: fields, we use email addresses that forward to a distribution list. Think something like company_operations@misc.com and that will send to 5 people.  For some reason when the automation runs, sometimes it works, sometimes it doesn’t. And it’s very inconsistent in what’s causing the problem.  Any thoughts on what the fix could be? (Other than just listing all the people on the distribution lists individually since that could be 30+ email addresses.) Thanks in advance!

461
DisraeliGears01
S
SilvanaANew Participant
asked in Automations
Automation update (by only adding, not deleting) in another table

Hi!I’m creating an automation that creates a record on another table every time that record is updated in the main table. I want to limit this to whenever the update is by adding something, not deleting. Ex: I have an asset that is being used in campaign X. I’m creating a seperate table when whenever this asset is updated to be used in a particular campaign, the table will create that line. If that same asset is then later used in another campaign it will create another entry in that table so I can track performance per campaign. The issue is that if by mistake I update it with the wrong campaign and then delete it, when I delete it (it counts as an update) and it create another record in the automated table. How can I overcome this?Thank you

453
TheTimeSavingCo
S
sheffierobinsonNew Participant
asked in Automations
Issue with Automation

My system allows people to sign up for projects and when they sign up, I have an automation running that adds them to the projects table from the users table. The issue is, it’s not allowing that user to be added to multiple projects. If a user clicks the link on a different project, they are removed from the first one. Any insights on why this behavior is happening?

313
TheTimeSavingCo
H
HannahSKnown Participant
posted in Automations
Automation to create Link to an existing table

I am struggling with the last stage of an automation and keep getting a message that it's received invalid inputs but I can't figure out what I'm doing wrong. I'm a Literary Agent and have a Titles table, an Authors table and an Editors Table.When I'm working on a book and chat to an editor about it I have a section in the title field where I can add a link to an editor who wants to see that book and it will create a new entry in my submission tracker that is named 'Title - Editor' so that when I come to do my submission I have a full list of who I've spoken to in the right place. This brings through the title/author information no problem, but, the editors are all lumped in together on the linked field which means I can't separate out and easily find the publisher/imprint info. I've created a formula that will pull the editor name from the main field on this table. Then I've created an automation that says when the editor name calculation updates, find a record that matches

5010
Alexey_Gusev
RedwolfSports
RedwolfSportsInspiring
asked in Automations
pulling through information from other tables in an automation

I built a project management tool using softr as the UI. I am looking to build an airtable automation that sends and email upon various triggers with the airtable data. The triggers seem to work fine, I am having trouble pulling in the data I need from related records in other tables. The data structure in this example would be:Project Table - has a field containing project members. This field is related to the user table Users table - has individual records for each user and a field in each user record containing all the projects it is associated with Drafts Table - Each record contains the data about a video draft I have built, including the project the draft is related to.The desired automation would detect a new draft record has been created and find the associated project record which contains a field defining the “primary project contact”. Using the ID associated to the primary contact, it would find that user in the “users” table to retrieve that user’s email address . Then send

768
RedwolfSports
H
hunterchNew Participant
asked in Automations
Scheduled Send Automation Missing Records

Hi all - a weird thing is happening with this automation. On the table, I have a view sorted on a particular manager, employee type and status, resulting in 72 records - which is correct. When I set up an automation, I need an email sent to a particular email address that includes that table view (in either a list or grid) in the body of the email, which I’ve built and it works - apart from the resulting email that is created only contains the first 10 records, not all 72. And I can’t, for the life of me, figure out why it’s doing that. I understand the preview is limited to just 10, but I am getting this result if I run the automation from start to finish. In the Find Records, I’ve tested both Condition and View and redid the automation and I get the same result. It’s not wrong, as the 10 records it’s showing are indeed in that table, but it’s only the first 10, I need all 72. Any suggestions? I’m getting desperate lol. 

291
TheTimeSavingCo
JeffJohnVol
JeffJohnVolInspiring
posted in Automations
table tags getting wrapped with table in gmail output

I'm trying to send a formatted HTML via gmail and it comes out as junk. In particular, a properly fomatted <table> set of tags appears to have </table> inserted right after the <table> tag, messing up the output. I can't tell if this is something the browser is doing, or is happening as the automation gmails the body.Any thoughts on this?example input and output (note, I'm not listing my entire table, but I do wrap it in a </table> tag and is properly formatted html:Input: <table><tbody><tr valign="top"><td><strong>Email Group</strong></td>source that shows up in gmail:<p></p><p><span></span></p><table></table><p></p><p><span></span></p>

471
B
G
GHRNew Participant
posted in Automations
Counting status field changes and automate changes to it

Hi,  I'm running a research participant network for my organization. When our customers sign up to do product research with us, they provide a number of times they want to be contacted about engaging in a research activity. I need an flow automated flow that will 'quarantine' participants when they have met their limit, and that will reset at the end of the year. (a single select field, that I can use to hide them in the view of available participants) Currently I have:- Availability given by the participant in a form - I'm using a formula to convert that to a number field. - A 'engagement status' field to indicate whether a participant is available or currently engaged (used to filter them from view of available participants).- An automation that switches the above field from 'engaged' back to 'available' once the research as ended. I'd like to be abe to count how may times the 'engagement status' field has been changed to 'engaged', then compare that to

112
G
A
Airtabler1Participating Frequently
posted in Automations
Avoid duplicates in automation that creates new records

Hi AirTable community! I have a problem that I can't, for the life of me, find a solution to.I have an Event table that includes a linked column for Personnel attending the event. I also have a separate table where I have profiles for each person for each event ("Travel needs"). So, if Event A has Person 1, Person 2, and Person 3 attending, then the Travel needs table would have 3 profiles in it: Event A:Person 1, Event A:Person 2, and Event A:Person 3.I am trying to create an automation where, if I add a person in the linked Personnel column of an event, it automatically creates a Travel needs profile for that person for that event. The problem is, if I add Person 1, then it generates Travel need record: Event A:Person 1. But then I wait a moment, and add Person 2, and it generates: Event A: Person 1 (again), Event, A:Person 2. It creates new records for every single Person linked to the Event, not just the new ones.I've tried using Find Records in my automation, but I can't seem to g

956
A
T
tasty213Participating Frequently
asked in Automations
On record update automation trigger too eager

Hi, I have an automation that triggers on record update. But it triggers whilst I’m still typing instead of once i finish and press enter. Is there a way i can tell it to wait until the user ahs finished entering the data (aka pressed enter) and then run? Thanks in advance :slightly_smiling_face:

633
D
K
kpresleyNew Participant
asked in Automations
No duplicate record creation

Hi there! I have two tables involved in this automation, a Projects table and a Tasks table. Currently my automation is set up so that when a project status changes to "Ready to Build," a series of new records are created in the Tasks table.I'm running into a scenario where a project might be paused or delayed and moves back to "Pending" status, then back to "Ready to Build" again at a later date. Is there a way to keep the automation from recreating the same set of tasks again?Thanks! 

1425
A
L
LipmanMilibandNew Participant
asked in Automations
URL in automated email

I'm trying to set up an automated email to email our clients with a feedback form (not an Airtable form, we use a different platform). The feedback form needs to be tailored to each individual, so I've added a field for the link for each record. In the automated email, I'm using the "choose data from" tool to insert the form url from the record. However, when I generate the preview, there is nothing left. I've attached screen shots of the draft email vs the preview. How do I make the link appear in the email??

312
L
D
Dustin_GoodKnown Participant
posted in Automations
Attachment URL not appearing in automations

Building a couple automated email reminders and having a weird issue. I have three attachment fields, first is for a black credit card authorization form, the second is for client invoice, and third is for client’s completed credit card form. So far, my automated email reminder for past due balance works nicely, which includes hyperlinks to auth form and their invoice. However, I’m building a second auto email and when I try to enter Clients completed form link, nothing shows up. I have checked multiple times and there is indeed a link in the row & field, but when I go to fill the body of my email with placeholder text and insert the dynamic field for Completed form URL, its blank. It’s almost seems like the properties for automations are syncing with what is entered on my table.

133
L
J
JamieH_moonNew Participant
posted in Automations
Find Record Automation only returning 10 records (out of 25)

Hello!I created an automation that is pulling records from ONBOARDING table to a APPLICANT table - I have about 25  records (steps) I would like it to pull. I got the automation to work, however, it's only pulling 10 of the 25 records even though I have the Maximum Record Limit set to 500. (tried all different numbers). I also noticed that in the Update Record action of the automation, when I hover over the chip in "Fields" it says "Preview: 10 records" - this might be where the issue is, but, I can't figure out how to update that. any help is appreciated. I saw some other posts about this from almost a year ago saying it was a bug. Wondering if it just didn't get fixed. I am able to manually add the other steps, but, that kind of defeats the purpose of an automation. thanks!

551
ScottWorld
A
ashleyalwardNew Participant
posted in Automations
Move record to new section when record is updated

Hi folks! I have been stuck on an automation for a few days now 😕😕 I have two tables: "Tasks" and "Topics".I used the "Topics" table to add a layer to my "Tasks" table. Individual records in "Tasks" are nested under the appropriate "Topics" section.The "Topics" table has a record (section) titled "Resolved".When I update the status of a "Task" to to resolved, I want the record to move from its existing "Topics" section to the "Resolved" section within the "Tasks" table. I cannot for the life of me figure out how to get this action to run! The closest I've got is trying to add the record ID of the "Resolved" topic, but it doesn't actually move the original record. Thank you in advance! 

233
Alexey_Gusev
C
cn29New Participant
posted in Automations
Automation and linked tables advice - Events management

I'm trying to create a solution for managing events and event attendance.I have 3 tables: Contacts, Events, Attendance.In the Contacts table, an Event is manually linked via a linked field (the Contact can have multiple Events in here, sometimes added in quick succession). Once this link is set, I have an automation that runs to create a record in the Attendance table (fields: Contact link, Event link). This table must have one record per Contact per Event. The Contact link is set in the automation for this new record but how do I update the Event link (considering the Contact can have multiple). The part I'm struggling with is how can I link the Attendance table to the correct Event.Any advice is much appreciated.Thanks.

314
M

Badge winners

Show all badges
Terms & Conditions