Automations

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?

Hi everyone, I have a Stacker app, linked of course to Airtable, for which my colleagues use to plan events, sync these to internal calendars, etc. Some of these events run “Out of Hours”, i.e. starting or running into Saturdays or Sundays, or starting or running past 5pm Monday to Friday, and for compliance purposes, these events needs some special email notifications to fire to certain people. One workaround would be simply to have users mark a checkbox field to say “my event is out of hours”, but this still has the possibility of user error (and I’d like to streamline my Stacker app as much as possible). So, theorising a workaround, I’ve created four formula fields using DATETIME_FORMAT to extract the Start day, End day, Start time, and End time independently of any date and those values being combined in the date fields, which what my users configure. This has allowed me to get text values for “Saturday” and “Sunday”, and it’s easy enough to configure

Hi, I am usin an automation to populate a table from emails received from an o365 box. Every field is OK except I may have pictures in the mails that I have to extract. Is there any way to get the pictures on airtable automatically or at least an URL to thoses pictures? It may be others formats too but the main point is for picture for the moment. Thanks.

How to send individual emails to an entire column on another sheet if some conditions are met via Zapier or Make? I want to match requests with my vendor’s location and only send emails to people who match with the requested country. I have two sheets Lead form requests Vendors with their info When Lead submits a form, it is transferred to the airtable Lead requests table. When a new request is submitted, I want to match their location with my vendors and only send emails to those vendors on the Vendors table. Via any platform.

Is it possible to create an automation that will create a record at the end of the day if a student is not marked absent they will be counted as present. I have a form for teachers to fill out when a student is absent. However, I want to create something that will also count when a student is present, not just the change to present. For example, if there is a class of 4 students and everyone is in attendance then I would get a record at the end of the day where 4 different records were created saying that all students were present. Is there a script that is possible for this? Currently, my automation is grouping all four “present” students into a single record and I want a different record for each.

I have two tables named “Organizations” and “Org Founder Mapping”. Organizations table contains fields “Org UUID”, “Name” … In this “Org UUID” has values using RECORD_ID(). In table “Org Founder Mapping” have fields “Founder UUID”, “Org UUID”, “Org Name”… In this “Founder UUID” has values using RECORD_ID(). “Org UUID” is linked to “Organizations” table. I want that when I enter "Org Name’ in “Org Founder Mapping” table, it automatically search “Org Name” (“Org Founder Mapping” table) into “Name” field (“Organizations” table) and copy the “Org UUID” (found in “Organizations” table) and paste it into “Org UUID” field in “Org Founder Mapping” table. I tried to automate this but I am getting “Received invalid inputs” error

I want to update certain values (columns) of a record automatically in another table if it meets the condition. How can I do so? I have added a checkbox in Table 1. If the check box in Table 1 is checked, then update the values in Table 2.

Hi All, I would like to make extra validations on a Form (such as validate if an e-mail and confirm e-mail fields are the same, validate some patterns etc.) before submitting a Form. Is it possible to do with Automation/Scripting? The form will be open, so I am not considering creating an interface using this feature. Thanks a lot!

Hi everyone! There’s a seemingly basic problem that’s driving me crazy: I have an automation that triggers a script to create a few records. When creating these records, I need to set the value of a single-select field. It works well when I assign a basic string to the variable, but fails when I use getCellValueAsString ! Anything I’m missing? (console.log on the result of getCellValueAsString shows the correct result and typeOf on the variable shows indeed “string”) let tableMapOuvrages = base.getTable("Map ouvrages"); let tableTaches = base.getTable("Taches"); let inputConfig = input.config(); //get the variables from previous steps let mapOuvrages = await tableMapOuvrages.selectRecordsAsync({ fields: ["Ouvrage","Groupe ouvrage"] }); for (let itemInMap of mapOuvrages.records) { let basicString = "Livraison menuiseries"; let stringOuvrage = itemInMap.getCellValueAsString("Ouvrage"); console.log(stringOuvrage ); // this show

Hi everyone, So I am working on an automation that can help me do progress tracking, and I want the automation to help me find records that are based on the day of the week, and change the progress by +1. The current solution I have is: Scheduled Trigger Once a week Mondays Find Records with Mondays. Conditional Actions: if Progress is exactly 1 Update to 2 if Progress is exactly 2 Update to 3 And I would multiply this by 7 for the 7 days of the week But I realize, it does not update the entire batch but only one entry? Any potential solutions?

In Airtable i have students information including a unique student ID for 600 students in a view called Master class showing students from Pre-K to grade 4. I need the 600 students data information to sync with z Google sheet. I have created a scenario using MAKE (aka integromat) and I can :slightly_smiling_face: Create a new line in Google sheet if a new student is added to Airtable update the values in Google sheet if they are updated in Airtable The tricky part was if a value is deleted in Airtable (student is leaving Learning Support, a box is unchecked in Airtable) as the update formula was not clearing the respective cell in Google sheet but I was able to work around. So this work too. The last thing I cannot find a way to do is : If a student is deleted in Airtable or is not visible in the master class view because the student grade is now grade 5 for example, Ineed to delete the same student row in Google sheet.

We have automations set up to send alerts when something is missing 5 days prior to the campaign going live. It could be that we have 5 separate flights going live for the same campaign, we only want to send 1 automation but because they are all split out it will send multiple automations, is there a way around this? Example below, Campaign 8337980 has 7 flights going live on the same day so it will send an automation 7 times when we only need it sent once. The reason they are split out is because we use CSV Upload and we use the Flight ID as the Unique field, the campaign ref can be the same for a Flight.

I would like to create an automation that add the current year to a numerical field when a checkbox field is checked when a task is completed. To do so, I created a field “Current year” in which I used the formula “YEAR(TODAY())” and a numerical field “Year completed” to store it when the task is completed. I also have a “Status” filed for tasks. I created an automation that look for updated records where the checkbox field is checked. I programmed two actions: The first one changes the status of the record to “Complete”; The second one adds the value of the “Current year” field to the “Year completed” one. However, if the first action worked perfectly, the second one give nothing. I tried forcing the type of the “Current year” to be a numerical one by adding +0 but it doesn’t work either. I would appreciate any help if someone else has already encountered this problem. Thank you

Hi all! I am pretty new to AirTable, and I wanted to ask for advice on creating an automation for an inventory table. I would like to create an automation that: When something purchased (check marked under the “purchased” field) before is purchased again on the “shopping table,” the automation will update the corresponding record’s quantity on the “Movement Table.” 2.When something never purchased before is purchased on the “shopping table,” the automation will create a new record on the inventory table with the corresponding information. I was unsure if these should be two separate automations or not. I have also created an automation similar to this before, but one issue I encountered was the creation of a new record even though I only wanted the quantity to be updated. Any help is greatly appreciated. Thank you!

Help! I’m trying to create an adopt-a-clinic scenario. Here is what I am hoping for: folks submit a form (already created) with name, email and number of clinics they will adopt (choices are 1,3,5,7 and 10) a new record is created in the “grid view” from that form with those fields it will trigger an update of the existing records in a separate table of clinics we have —> in other words, to pull over the name and email from the form to the “volunteer name” and “volunteer email” fields in the existing clinic table (essentially assigning people clinics when they submit the form) I’m hoping it could also be done to assign the correct number of clinics to each person based on the drop down choice included on the form of 1,3,5,7 or 10. Is this possible??

I guess there is a problem with the links in automations when you send gmail emails as an action. On the preview you can see the link perfectly. Hw, the email is sent without the link. David

Good day everyone! For gmail automation, in the Message section - is there a way to format fields that are inserted into the content of the message? Examples are below: I would love for the message to be easier for the client to read. Thanks!!

I have a table with 500 students. 400 of them I have the photo ID. For all of them, I have the email address to contact the parents. I have a form designed with mini extension allowing a parent to log in with the student ID and the last name, in order to upload the student’s photo ID. I would like to generate to all parents of a student with no photo a personalized email allowing them to upload the photo ID. What will be the way to do it?

Hi everyone, I have created a multiple choice quiz (following this guide Self Grading Quizzes With Airtable). I have setup a field with the total score of all correctly answered questions for each student. I want to transfer this value automatically to another table into a field that is associated with the same email address as in the quiz table each time a new form is submitted. Ideally I also would like to achieve that another submission from the same email address is ignored and not transferred a second time. I am still very new to airtable and unfamiliar with the correct terminology. I hope this was understandable. Thank you for your help!

Currently I have a HTML prompt that will launch iMessage on Mac and prepopulate a body of the message. The formula looks like SMS:/ (123) 456-7891 /&body=Hi person, it was great to see you! When I input this into my web browser, it works great: launches imessage, prepopulates the number and text body. I want to get the button field to launch this HTML line: PROBLEM is that when I launch the button “open URL” it encodes the HTML line automatically and outputs something like- http://sms/%20(123)%20456-7891%20/&body=Hi%20,%20it%20was%20so%20good%20to%20see%20you%20last%20night! This no longer works and just says site cannot be reached. Any help or suggestions?

Hello- Do you know why this automation is not working right? Basically for if the Designer IS: And ANY of these status updates are made at any given point, an automated email will get sent to the designer. But it’s not working right, any idea’s? Thank you!

Hello, I have been trying to figure this out for days now with no luck! Any help would be greatly appreciated! I am trying to use an automation to find several records that all have the same name. I want to take those records after they have been found and copy them over to another table. To be clear if the automation finds 4 records, then I want 4 records to be copied and I do not want them to be in the new table as 1 record with 4 in the linked record column. I have successfully found the records using an automation, but how would I copy those found records over to a new table. Any help would be greatly appreciated! Thanks in advance!

Hi community, I am kinda newbie to Airtable, trying to build a CRM base out of help from a number of different Youtube tutorials. Airtable

Hello, I made a script to query a API and update current rankings of records. I have a test table with 5 records and 1 is a empty record. See screenshot for my test table: code: //set the variables let api_key = '{apikey}'; let table = base.getTable('tesdata'); let query = await table.selectRecordsAsync({fields: table.fields}); for (let record of query.records) { let domain = record.getCellValueAsString('Website'); let zoekterm = record.getCellValue('Zoekterm'); let country = record.getCellValue('Land'); let gl=country; let hl=gl; if(gl=='co.uk'){ gl='uk'; hl='en'; } else if (gl=='com'){ gl = 'us'; hl = 'en'; } //build the api call variables var url = 'https://serpapi.com/search?q='+encodeURIComponent(zoekterm)+ '&gl='+gl+'&hl='+hl+'&output=rank:'+domain+'&google_domain=