Automations

Hi everyone I’m new to Airtable but loving it so far. I’ve set up an automation to send a tweet at a scheduled date and time using the following formula I picked up from another post here. IF(NOW()>{Posting Date},1,0) Essentially, if the result of NOW() is later than my scheduled posting date/time, the automation will happen. Do I need to refresh my Airtable for NOW() to update like I would in Excel? I had set up a scheduled Tweet, but I noticed it hadn’t posted, but it did immediately once I went back into the Airtable base. Thanks all!

I have a database built out where customers can have specific roles. The automation I want to create goes something like this logically. Trigger: whenever specific event form is created: for each customer with role (insert role here - I want to be able to do this for different roles) send individualized email to their recorded email containing the event name, description, and date from the trigger, and the event signup form custom to the customer that will be in the same table as the customer email. Question 1: Is this possible? Question 2: Is this something that is guaranteed to require the professional plan? Question 3: Can both Make (integromat) and Zapier help automate these steps? Question 4: Can you give feedback on how to accomplish this?

I am using a Kanban for my to do list (see screenshot). Throughout each day, I will move items to the “Done” column (status) as they are completed. I have also created an automation that adds a checkmark to the “Done” field of that record when its status is changed to “Done.” At the end of each day (e.g., midnight), I’d like to have an automation that changes all the records with a “Done” status to the “Archive” status as a way to refresh the “Done” column of my Kanban category for the next day’s tasks. What would this automation look like? So far, I’ve tried using the trigger “At a scheduled time” and the action “Find records” that have the condition “Done” as the status. When I try adding another “Update record” action, I get stuck. Sorry if a post like this has already been created! Any help is appreciated.

Hi All, i am using airtable with some of my clients and i set up some automations as well, e.g. for checkboxes like “approval” and stuff. Now that i am trying to setup interfaces i am wondering how i can lead a user to the interfaces. For example - i have a table with a checkbox which i am ticking myself for an approval of my own work - tthis triggers an automation and my client receives a mail where he is leaded to a record so he can approve it too. Unfortunately it always opens the original table and not my newly build interface. what am i doing wrong? Thanks in advance -M

I have a base of time sheet entries and I would like to have an automated daily email to show me what projects staff worked on the previous date and their total hours. I have a view that filters just the previous days time and groups it by staff. The view automatically totals the time column (a decimal number). When I setup the email digest, it sends me all of the lines in that view grouped by staff, but it doesn’t include the total. Is there a way to get the total by each group in there?

Hi, I would like to ask If we have this inventory database, we want people who want to borrow our inventory to fill out a form that automatically shows only the product that has an “available” status on our Airtable inventory database. How do we do this? is it feasible? I have tried airtable form, but I don’t find a way to do this by only using airtable form. Thank you so much

Be kind - new Airtable user here!!! I’m struggling with something that seems simple, but perhaps not… In this table named Pitching Status: I am trying to do the following: If the checkbox (field 1) is checked then I want to use the SongName (field 2) to find the matching record in the Songs table shown here: Then I want to copy the Client contact details that I’ve looked up in the first table (field 3) to the SONGS table (field 4) Any bright ideas!?!? Any assistance would be much appreciated :slightly_smiling_face:

Good Afternoon! I am attempting to send an automated email out to my teachers once a week with a miniextension link to a website to update the student record. I have everything built and it works perfectly EXCEPT the hyperlinks (from a hyperlink field) do not seem to work in Microsoft Outlook (which I am using to send the emails in automations). I tried straight from the base using the blue plus sign, I used markdown [name](hyperlink field), and I also tried HTML code for rendering hyperlinks. No go EXCEPT when I sent it to my personal Yahoo account. Please see the attached for the message setup and the output. Thanks!!! Dan

I’ve been wrestling with an email automation for a little while now. In the standard body of the email I have three links: I learned and corrected how to sidestep the ‘_’ problem where it was turning prefill URLs into italicized messes that weren’t clickable. I’ve also made sure everything that needs it has the ENCODE_URL_COMPONENT in the URL formula. So, I’m not getting an error in the field, when I run tests in the Automations tool, it shows the link as clickable, but when a client receives the link it is turned blue, as if it is a link, but is not underlined or clickable. Then the other two links, which work essentially the same way, are underlined and cl

I am having trouble figuring out how to adjust my automation so that Airtable emails all of the attachments in a field versus just the first attachment it sees upon a condition being fulfilled. Sometimes there’s only one file to attach, whereas other times there are multiple files to attach. It takes time to upload all attachments, but my email is triggered faster than the uploads finish. Is there any way to ensure that the automation is triggered after a certain delay after files are uploaded? It needs to happen as needed (it cannot be scheduled for a specific time of day).

Hello , I am having a problem creating unique records in the other Table, and the records are being linked to an already existed old records , Let me break that through to you, I might miss something causing this 1- I have 2 tables , Table 1 is active marketing campaigns, and from a multi select field ( Field Activation Plan ) , There is a formula reads from with Comma separator so when it land in a ( Linked record field ) which is ( Media Plan Links ) by an automation , Each select I choose on that field should create a unique record in the other table which is ( Name ) , so people can give dates and updates to that select . Look at this image 2- The other table2 ( Activation by campaign ) creates each if these activation plans as a new record in ( Name ) and I group that by title and season formula coming from the first table by a vlookup field . Look at th

Hello Airtable Community, I need your help! I am creating a weekly email digest for an organization that I am a part of that helps students find internships in the entertainment industry. This is a new venture for us and I am happy to be a part of building the framework and structuring this program. What I’ve done so far is begin to build a table that is organized by view by the following categories as I am doing this manually. Film TV / Broadcast Theater Digital Advertising Social Media (Youtube, TikTok etc) Within each of these categories (views), there are pretty much the same jobs within each. For example: Administrative/ Office Assistant Production Assistant Videographer Photographer / Behind the Scenes Video Editor This of course is not the exhaustive list however from these positions, I am trying to utilize the weekly digest automation to a

I am wondering if anyone can help me with the process of setting up a form within an auto email that I can have a client fill out and send back to me. I have the automation email set up but within that email I need to know how to send a questionnaire type form to the client to fill out, thanks.

Hi, When I run the following in an individual script block on my Base it works without a hitch: let table = base.getTable("SMS"); let view = table.getView("Real Clicks"); let query = await view.selectRecordsAsync({fields: ["Contact","Shortlink","URL","LinkID","Image"]}); var json_payload = []; action_injection = { 'action': 'linkupdater' }; json_payload.push(action_injection); let individual_injection = {}; for (let record of query.records) { let name = record.getCellValueAsString("Contact"); let shortlink = record.getCellValueAsString("Shortlink"); let URL = record.getCellValueAsString("URL"); let linkID = record.getCellValueAsString("LinkID"); let imageURL = record.getCellValue("Image"); individual_injection = { 'ID': record.id, 'Name': name, 'URL': URL, 'Shortlink' : shortlink, 'LinkID' : linkID //'image' : imageURL[0]?.url //['url'] }; json_payload

Hi, I have written a very simple duplicate validation script that is triggered from a record create event, but it doesn’t work from the automation and it works fine in the extension. This is the action script code: // Input variables setup let inputConfig = input.config(); let clientID = inputConfig.clientID; let clientName = inputConfig.clientName; let clientRename = clientName; // Query Resultset let table = base.getTable('Clientes'); let view = table.getView('Clientes Duplicados'); let queryResult = await view.selectRecordsAsync({fields: []}); // Duplicate Validation let regex = /\[+\d+\]/g; let duplicatesCounter = 0; for (let record of queryResult.records) { if (record.name.toLowerCase().replace(regex,'').trim() == clientName.toLowerCase().trim()) { duplicatesCounter++; }; } if (duplicatesCounter > 1) { clientRename = clientName + " [" + duplicatesCounter + "]"; await table.updateRecordAsync (clientID

Hi all, I have three tables: People Projects Sub-contracts The Projects table has a multiple select field that lists all the people (from linked table) involved in each project record. People are often involved in multiple projects and all projects have more than one person involved. The sub-contracts table lists the contracts that each person (linked from People table) has and the project it relates to (linked to project table). Currently, each sub-contract record is created manually. I would like to setup an automation that creates a new sub-contract record for each individual involved in each project. The automation trigger seems obvious (new record created in project table) and the action seems obvious (create new record(s) in the sub-contract table). The main problem I’m encountering is how to split the linked multiple select field of members? At the moment, the automation dumps all the individuals into one new sub-contract re

Each record in our Base corresponds to one of our members. I want to send out a mass generic email to each record/member, asking them to review & update their own record’s fields . Does anyone know how to do this in AirTable? Thank you in advance.

Hi Community, I have an issue that would like help to solve. We have an email sent our in automation once a records is in a “Review” stage. The email is sent, in part, as a Grid. Our field data is getting longer so we decided not to select the “truncked” option but the email sent are not showing gridlines (like I see in some examples here in the AT community posts). This makes is not possible to understand which adjascent fields are in the same record. Any help would be appreciated. This is how we see how others in this community said their look like…

Working with “Record Created” automation triggers, and I’ve realised that I’m needing a trigger for “When a record is duplicated” - in that, I’m needing to amend both the original and also the duplicate record upon a record being duplicated. I wrote a request to Airtable support to consider adding a new trigger “When Record is Duplicated” - ie; the user right clicks and selected “Duplicate Record” from the right click menu; You can see from my screenshot - if there’s only one original record, then no revision. But if it’s duplicated, then Revision of original becomes A, duplicate becomes B. Then duplicate of B becomes C and so on. Updating the duplicated record is very straightforward, but I’m struggling to think of a method of how I can update the original record that was duplicated… I don’t think there’s an easy way to get the record ID of the original?

Hi there, my team and I are creating an automated email that hyperlinks unique links (a prefilled link for each record). Since it’s a very long link, we’d like it to hyperlink as “Can you please take a moment to fill out this form?” Does anyone have any suggestions on how to hyperlink this field?

I have the following problem. I use airtable daily to track the progress of specific “qc samples” and In the end we ran a test on the data using a toll Wich gives us results, we then manually update these results on airtable, I have been doing it manually and this takes so much time. I’m looking for a solution that can automatically compare the name on airtable vs the name on excel and update the “final” result using the data on the excel document any suggestions will highly be appreciated.

I would like to create an automation that when a record in table-1 is created, a record in table-2 is automatically generated. And the key field in table-1 is copied over to Key field in table-2. I hope this is a fairly easy automation. I appreciate your help.

Hi! I have a base with multiple tables in it. I have created a multi-step automation that should work like this: A record is update in Table 1 (Called ‘Complete Data View’) That triggers a duplicate record being created in Table 2 (Called ‘Archived Grant Projects’) Once the record in Table 2 (‘Archived Grant Projects’) is created, that should trigger (via script) the original record in Table 1 (‘Complete DataView’) to be deleted The automation passes all tests and it DOES successfully duplicate the record in the Archived Grant Projects table. However, it does NOT actually delete the original record in the Complete Data View table. I have tried a bunch of tweaking to get it to work and I’m just lost now. Here are some screenshots of each step in the automation. Can someone tell me what I’m doing wrong?

Hi, I’m looking for help or advice on how to create automations on one of my created tabs. Basically, I work with a company that rents furniture. Our rental term lengths range from 30-90 days (90% are 60-day terms). Is it possible to create 2 automations that do the following? Projects installation date is automatically added to our google calendar 2-Weeks, before a term ends can automation be set up to *, send an email to notify a client their term will be renewing, and if they wish to cancel and schedule removal please contact us or send me a reminder to notify the client Let me know if this is possible to do

I browsed the numerous articles within the community and didn’t find anything that could help me with using a URL field that I have in Airtable to send as a clickable link inside an email, sent by automation. I used every possible variation and syntax for the link to be displayed and clickable, but it doesn’t. Thank you very much.