Automations

Hi there - I’m a bit stuck if I can do this with Airtable and definitely can’t get it to work with Zapier, so wondering if you can give some insight… Here’s what I’d like to have happen: Member joins program and chooses a 6-month payment plan Their 1st payment gets imported into AirTable 5 automatic records for their subsequent monthly payments get created so I can track projected revenue I thought I could do this in Zapier by using the date modifier (of adding +1mo to the current payment date), and although it imports, the date is left blank. Is this a formatting issue? Any other ways to do this with Zapier? Can I do this with Airtable instead? Trying to keep it as simple as possible!

I want to automate this but I’m not sure on the setup, maybe this isn’t the best place to ask, but here we go… I work in a university career center, we use Airtable to manage a student-alumni matching process. Alumni opt-in to be on the list, students can request a connection (OPEN the process), we facilitate via some automated emails, students (ideally) report on the outcome to CLOSE the process, rinse, repeat. I would like to create a way to limit the number of OPEN requests that any one student has at a time. The unique ID for students is their email address, but we can only collect that via anonymous form because FERPA. So I don’t think we can have a linked table of students to use a count field, unless that can be dynamically created and updated behind the scenes. So, how can I setup AT so that each time bucky.badger@wisc.edu submits the from, it will count how many existing requests with that same email address match certain conditions and then flag somehow so we pause the new re

Hi guys, I need help because have an issue because with a Gmail > Send email automation… On the technical part it works quite well! However since I’ve been using this Automation, my collaborators are telling me that my emails are received in spams! Internally, that’s not a problem because they added me to their ‘not spam list’ but it is a huge issue as I use them for recontacting my leads and clients… Do you know what I can do ? Thanks in advance!

I have separate registration lists for a series of events we are running. I would like an automation to combine the registration lists when a new record is created, so that this list is the definitive list of all unique attendees at every event. If the same attendee appears in multiple registration lists, I would like a singular record to be created, but I would like their multiple select attendance field to say they are attending both events. E.g. Daniel attends Event 1 and his record is created in the combined registration list table and his attendance updates to Attending Event 1. Daniel then signs up for event 2. His registration already exists in the table so rather than creating another record for him, the multiple select field for attendance updates to say Attending Event 1, Attending Event 2.

Hi, I have a base including 900 hotels in different cities. I have another base including 1200 attractions in different cities. On the website frontend I’d like to show nearby attractions and distance to the specific hotel. I don’t have any issues with calculating the distance between 2 locations. I was wondering how I can show only attractions in the same city for a hotel. Thanks for your help. Ata

Lets say we have 10 tasks assigned to 10 people, which are meant to do the tasks in order. When Person 1 finishes his/her task, I want to send a notification to the person 2 that Person 1 is finished and his/her task2 is ready and waiting for him. The difficulty I am facing is that the automation is within the same row. For example: Buy Vegetables Person A Done Wash Vegetables Person B To Do Cut Vegetables Person C To Do When Person A clicks on Done, Person B should receive an email that his task is waiting. Since these inputs are not in the same row, I am facing toubles with the trigger and action.

for (let d in daylist) { await currentTable.createRecordAsync({"Actual Date": daylist[d], "Assignee": [{id: assigneeID}]}) }; Is there any reason why the above snippet works in Scripting Blocks and not in the Automation Script? (assigneeID is a input.config record id from automation trigger) Err message is: Error: Field “flduSGLFu8QyJ6n9l” cannot accept the provided value at main on line 22

I got as far as selecting my records - but it won’t let me insert them. This is the last step before I can test the email. Why won’t it let me insert the selected records ?

I have set up and automation to email a client when their job is marked as done, and it is working. However, I just want to make it more intuitive if possible. Currently - When marked as done and there is an email in the ‘client email’ field there is an email generated, in the email I reference job title, notes etc (all pulled from data in the table) I would like - 2 emails set up, email ‘a’ gets sent if there is a url in the url field filled in the job. email ‘b’ gets sent if there is NOT a url in the url field in the job data. Hopefully I am explaining that correctly. So I know how to do the automation, I have one working well, I just want some more detail and not sure how to add the additional conditions, or if I need two automations set up and only the one matching the specific condition would be triggered.

Good morning, I’m discovering the automations, with sending an email when a record matches a defined condition - so far so good. But the little problem (or limit I should say) is that I have multiple tables with many entries, and I’d like to add some details to the email sent: at least the table / base name, and ideally some way to identify the concerned record, with for example the first or second column value. Do you think it’s possible, please ? Thanks in advance for your help, Regards. Nicolas Caplat

Hello everyone! I have recently experienced this error with my automations is this something to do with gmail? It has been going on since today at 8:27 am (EST). Does anyone know anything about this?

Hello, I have records being created from users on a public form. These records involve Event Dates. My email automation is using that Event Date to trigger reminder emails (1 week before the Event) and other triggers, like the day after the Event. The only problem is these triggers are happening just after midnight, which is not ideal. I don’t want to send emails that late/early into the night. But that is when the records “show in view” using filters. I can’t figure out a way to delay these automations, and, I can’t manually go in and adjust the time for each record since these are created from the users themselves through the form. Any ideas??

Automation is setup too append a row to a Google Sheet. All of the values (text, dates) will populate within the sheet row, except for the numerical score values when the automation is running. However, if I run test automation with the same record, the numeric value will populate into the column. The scoring numeric values in AirTable are single select based on automated triggers to specify to a certain score. I have tried changing the column data format on the google sheet with no success. I have tried to change the triggers as well as adjusting the value lookup but still will not work unless I run a manual test. Any ideas on what I maybe missing?

Trigger is the priority here Triggers: When Contract(status) is moved from Active Rental, Rent to Own Active, AA Auckland to Returned or Swapped Cars & Bond Transferred Contract status has many option and I want only to run the automation when above scenario triggers not for all the option. Do this: - Change vehicle status from Hired to Available? in Car/Vehicle Table

I added new data to my table and wanted to use that as a field in my automation but when I add this in there is no value against the field. The only way I have managed to get the values in is duplicate the automation but this seems like a very long winded way to just get a new data field into my automated email. Any ideas?

I am creating a booking web app using Softr and Airtable. At the moment suppliers list vacancies using a Softr form and this form creates a vacancy record in the ‘Booking availability’ table in Airtable. Each vacancy has a book now button which automatically passes the record ID and logged in user name to Airtable and creates a record in the ‘bookings’ table. I need to link together the ‘booking availability’ and the ‘booking’ tables to enable the customer name to be populated in the ‘booking availability’ table. The ‘booking’ table pulls the record ID of the vacancy listed in the ‘booking availability’ table. Can I use an automation so that when a record is created in ‘bookings’ it automatically finds a match to the record ID and then updates the record in ‘booking availability’ to add the customer name?

I have a table which imports the sales tickets from my Shopify site. In the output are the SKUs of the items sold. I’d like to auto-populate a new table with rows representing each SKU to remove them from another site via API. This is a sample of the input table, listing_id is what we’re trying to make 1:many rows. I’ve found a script “Get Single or Multiple Select Options” that gets close (I had to make listing_id a ‘multiple select’ but that’s ok, I think), in that it will output the column values like so: >11 >194398596211 >12 >888072262546 But I can’t quite thread the needle on getting that to save as a new column in another table. it feels like that should be easy to add to the script but I’m not quite there. open to any solution that creates a one to many value where each SKU is it’s own row basically (the API to remove the values from the other sales solution requires you do them one at a time).

Hi. I am new to Airtable and new to a company that uses it. There seems to be a lot of streamlining that could be done with the system to cut down on manual tasks. We think we have figured out how to automate but we need to link tables together, see image attached, (i’m not familiar with the correct terminology) Are there any quick and easy video demos that be recommended please?

Hi, I’m having some trouble automating my stocklist levels. I have set up automations that can pick up Qty Used of a certain product at a given time. I deduct that qty from the Initial stock I have inserted into my Airtable using a subtraction formula. Now how do I replace Initial stock with this new reduced qty without having it go into an infinite loop? What kind of trigger can I use?

Hello! We have a grouped view with totals, and want to get theese totals on our email every day. Is there a way?

Hey guys - Need your help with an automation that I’m stumped on (or maybe it’s not solved by an automation). Ultimately I’m trying to get an attachment to be sent via email when a record status is updated to a completed status. The attachment to be sent will be different depending on 2 separate criteria in that row. The attachments available will be the exact same every time depending on the criteria they match and exist in a separate table within the base. How the heck do I get those pulled into the record so that they can be sent when the record status moves to complete?

Hi everyone! I’m looking for advice on designing a specific type of automation. I have a database that contains records of companies that are fundraising, and I want to set up an automation to send them a copy of their record 4 months after they join the database and invites them to update their record. I’d like to send two follow-up reminder emails to only companies that don’t respond to the first reminder email. After the reminder emails I’d like to set it up to delete their record if they don’t respond (so I think the trigger for deletion could be if their record isn’t updated after X months.) This is a related automation with I think lower complexity: I have two databases for members of a particular community and I’d like to send them a copy of their records after one year and invite them to respond to the email with any updates (which I’ll then make manually). Does anyone have any ideas or insights on how to set this up? I’ve been playing around with both Airtable Automations and

Hi, I tried to apply this solution found in the community : "You can add multiple blank records by using the [shift][enter] keyboard shortcut in a grid view. Simply hold the keys down longer to add more records. I tried to hold down the keys longer : it only adds new lines in the text edit box of the record. Does anyone know if I’m doing something wrong?

Hi I hope this is the correct forum for this question. I am trying to add a automatic membership number for my members on my base. I want the format to be H24S0100 and carrying on from there. “H24S”& Name is the formula that is working, the rest try as I may does nothing. Some guidance will go down so well. Thankyou

Hello, Do you know how to link to records from two steps in one field in an automation? Right now it’s concatenating the records into one new record instead of linking to the two records separately. I’ve tried adding “,” and “;” or even just a space to no avail. Thank you for your help, Joachim