Automations

Hi everyone,We're currently managing Microsoft 365 mailbox migration projects and using Airtable as a project tracking platform.The migration itself is performed using SysTools Office 365 migration software, which generates detailed CSV reports containing mailbox status, migrated item counts, failures, timestamps, and other statistics.What I'd like to do is automatically push those CSV reports into Airtable so customers can view migration progress in near real time through a dashboard or interface, rather than sending them updated spreadsheets manually.Has anyone built something similar?I'm considering a workflow where Airtable automatically imports the latest CSV data and updates customer-facing views. I'm curious whether people are using Airtable Automations, Make, Zapier, custom scripts, or another approach for this type of reporting.Would appreciate any suggestions or examples from those who have implemented client-facing status dashboards.

Hi Team,I am currently using the Teams plan, and I noticed that the automation limit is capped at 50 total automations (including both enabled and disabled automations).Our use case requires additional automations beyond this limit, so I would like to know if there is any option to increase the automation quota. Is there an upgrade path, add-on, or alternative plan that supports a higher number of automations?I would appreciate any guidance on the available options.Looking forward to your response.Thank you.

After two years in the AI wilderness, finally the technology is allowing me to do business again with real opportunities to help other entrepreneurs and earn money doing it.  I have learned a lot these past two years, building an app concept in the mental health care space, and now AI audit tools for small businesses.  This past week, I struggled with two AI assistants trying to set up my lead generation database from one of the tools that were ready for launch. The experience, and an interview on YouTube with CEO Howie Liu, led me back to Airtable as a CRM for my new venture. Historically, I used Airtable for marketing content planning. I saw the value of integrations, but I didn’t want to pay for it. Now, I am hearing so many good things about what people have built and the huge benefits at the free level, I decided to come back. A lot has changed here too in two years. So, I’m hoping someone in the community can help me with their immediate experience with integrations through Make

Hi all. I have an automation that creates a doc in Google Docs as one of its steps. It’s triggered by a button press in an interface. We run it 20-30 times a day. 90% of the time, no problem. However, 5-10% of the time it randomly fails to create the doc with a very nonspecific error: When we re-run it with the same data and so on, it runs successfully.The workaround is simply pressing the button again, which is fine, but I’d still like to know what is going wrong. Is there any way to see more information on this error? Or, has anyone else encountered a similar issue?-Natalka

Why when I get just only 1 item in a search node with airtable and 1 item in update record the API calls is not only 2?

Hi all - I’m fairly new to Airtable and hitting a roadblock… I have a form where people submit a list of activities they’ve participated in over a period of time. To avoid burdening the user with repeat submissions, I’ve set up my form/table with Activity 1, Activity 2, Activity 3, Activity 4, etc for all the different fields. However, I’d like to create a clean view where the data in all of those fields wraps up into one list of activities, as different records (i.e., if John Doe submits details for Activity 1, Activity 2, and Activity 3 all in one record, how can I get a list where John Doe has 3 records, one for each activity?).I’m struggling with how to make this happen. I tried nesting the records but it only works for 3 and I have 10 activity fields in my form. Does anyone have experience writing a script for an automation for something like this? I’ve never written a script and have no idea where to even start, so any guidance would be helpful!

Yatendra 

I have an automation that aggregates all the line items for an invoice - see attached image… That works fine but I would like to have each item be on its own line. So somehow I need to be able to insert a break <br> presumably. Not willing to go to Make or Zapier for this. How can I do this?  

Hi everyone,I'm creating a new post and I can see two fields: Title and Description. Could someone explain what information should be entered in each field and share any tips for writing a clear and effective post?Thanks in advance for your help!

Hi, how can I use script to prompt a user to confirm an action when a button is clicked on the interface? The Button is linked to a record picker on a Blank Layout.I tried adding this to my script:// Ask for confirmationlet confirmed = await input.buttonsAsync("Are you sure you want to perform this action?",[ {label: "Cancel", value: "cancel"}, {label: "Confirm", value: "confirm"} ]);if (confirmed !== "confirm") {output.text("Action canceled.");return;}But I am getting this error:Property 'buttonsAsync' does not exist on type '{ config(): { readonly recordID: string; }; }'.(2339)Here is my script:let table = base.getTable("Test Log");let view = table.getView("New");const recordID = input.config().recordID;let record = await view.selectRecordAsync(recordID);// Ask for confirmationlet confirmed = await input.buttonsAsync("Are you sure you want to perform this action?",[ {label: "Cancel", value: "cancel"}, {label: "Confirm", value: "confirm"} ]);if (confirmed !== "confirm") {output.text("

Edit after ~1h of investigation: it turns out these are rate limits that are the culprit. Which raises a new question: if I change the email address in the automation, will it impact the runs that are currently in progress? My guess is no. And so, if no, is there any way to trigger a re-run of the currently stuck runs?  I several automations running that involve sending emails. They have both run over 6k times until yesterday around 8pm many runs are stuck in “pending”. There are several things puzzling about it:There isn’t a clear cut off when the automations started getting stuck. See screenshot below: several still pending from before 9pm on Oct 16, followed by successful runs, then everything after 10.15pm is pending.2.Runs stuck at different steps. The automation has two steps: find records, then send email. The earlier runs are stuck at the step of sending an email. This makes it hard to verify which part of the automation is malfunctioning.Earlier runs pending at the step “send

Unbenownst to us and without warning, we ran into our Business tier automation limits. We run a mission-critical medical company. Is there any way to escalate this internally at Airtable? I have already submitted support tickets and contact forms. Ticket # 01168252. My business is literally stopped right now due to this and the repair process will be significant, and we didn’t have any warning whatsoever. 

Hi everyone! I’ve been trying to use Webhooks for a while to create a simple link that will allow my University’s Data Team to click a link to let us know that a query has been created. The Data Team will not use Slack either, so I’m basically trying to do an Actionable Message, but automating sending an ‘actionable’ link through our Microsoft Teams Channel.I have the Webhook examples below.The formula automatically generates the RecordID into the Webhook so that when it is sent, the RecordID appears in the Params. However, I can’t get that information to go into the Body, so I am not able to use the RecordID in my “Update Record” automation. (AirTable recommends using ReqBin for webhooks/testing, so that’s what I’m in) With University Guidelines and permission issues, I am only able to do this through AirTable and not any 3rd party tools. Do you have any suggestions on how I can do this? Thank you!

I have a multi-select form field.If they click Paid Social, I only want to show the questions related to paid social.If they click on Organic Social, Employee Advocacy, or Executive Advocacy, they get other set of questions.Additionally, can I hide all the questions until the preferred channel is chosen?

I am trying to create a task management database for a small farming operation. Each year, many tasks will follow the same pattern of dependencies, duration, and time between. I currently have 4 tables: Plants: As I add plants to the list, I can generate tasks for the Task table with an automation that pulls tasks from the Templates - Task List table. Templates:  Lists the different available task templates.  Templates - Task List: Lists the different tasks associated with each Template. Also links dependent Predecessor and Successor tasks. Tasks: The final output table, where tasks from the Templates - Task List table are added when the automation from the Plants table is triggered. This automation works. Certain details are included in the Templates - Task List table and called to the Task List via lookup or rollup fields, including Days Before Next Task and Duration. I also have a marker (checkbox) to indicate which task is the starting task in a sequence. Another automation (also w

Hey everyone,Just wanted to introduce myself to the community. I’m Lawal Aliyat, an Airtable and workflow automation specialist.I spend most of my time helping businesses scale past basic spreadsheets by designing relational architectures, setting up external API integrations, and building custom Airtable Interfaces. I love solving the puzzle of turning messy data workflows into clean, automated systems.Excited to hang out here, learn from you all, and jump into the threads to help solve some technical bottlenecks!Feel free to connect!"

Using an automation to assign a part number to any part who does not have a part number. Since this database is needing to retroactively run this script one at a time due it is nature of how it assigns part numbers. The best way to do this is to have the script run once, then identify the next record this script needs to run on (next record without a part number) and run again.However as it stands, the second automation run will not happen even when the conditions of the second record are changes to meet the conditions of the automation.Is this a known bug/limitation of airtable automations?

Hi,Using “When a record matches conditions” I want to “Find records” using a result in a previous “Find records”. That result is originally a LookUp, which result I know I can’t use as a dynamic condition in an automation, giving a “Cannot assign list of string to string” error.Hence I created a formula field which CONCATENATEs the LookUp to what I though is a string. Regardless of that, I still get the same error, and cannot use the new formula field in the automation either.The result is a recordID so cannot format these into single selects, they are unique.What have I forgotten about how these work 🤔?Rgds,Björn

Hi,I use the Airtable trick of having an automation update an URL link field so that it becomes a named clickable link. In other words, turning https://www.airtable.com into Click here with [Click here](https://www.airtable.com).The URL to be “coded” is in a Concatenate formula field and directed to Calendly meeting bookings. They include pre-filled variables with both name and e-mail, as well as Calendly “questions” pre-filled from Airtable data.The problem is that my automations that look exactly the same suddenly come up with different results, with the faulty one leaving out the last pre-filled variable, “a3”.Here’s the correct one (data changed):https://calendly.com/site/book?first_name=Jane&last_name=Doe&email=jane@hotmail.com&a2=rectH64j36cathyrm&a3=recvmhk5664mnx53 And here’s the faulty one, with a3 empty:https://calendly.com/site/book?first_name=Jane&last_name=Doe&email=jane@hotmail.com&a2=rectH64j36cathyrm&a3=The automation that now produces th

I am trying to make a template schedule with predecessors (which I have) then use automations to generate a schedule for each new customer that gets entered. I can get it to copy over tasks, but the automation seems unable to generate them with predecessors.I realize I could just copy the full template table, but ideally all customers would be in 1 table (with groupings) since we use the same team to support multiple clients and I need to be able to see when someone is allocated somewhere else. Right now what we’ve done is add a table just for the clients. Then there is a trigger link there to say that they are starting their project. The Action takes a “find records” and pulls the tasks from the template file. Then I have a repeat for each in list of records, create record and I’ve copied most of the columns down. But when I try to add predecessor it doesn’t like that.

Hello, Our office has been using airtable for 4 years and have an Enterprise level plan for our specific organization. We have been using the Send via Outlook action for many of our automations. We have multiple colleague’s outlook accounts connected in all of our Workspaces so that we can send an automation out to a population from the colleague that specifically works with them. Recently, Airtable revoked access to both mine and my manager’s outlook accounts. It gave the error:“Something went wrong with your account. Please try to reconnect.” with a Red Triangle ! next to the account.  I reconnected my account successfully by logging into my Outlook. I also notified my manager to reconnect her account on her end, which she did. However, her outlook is still showing as “Something went wrong with your account. Please try to reconnect” on my airtable account and all of my colleague’s accounts. It does not show this error on her account. I had her select “Connect New Account” and try con

Has anyone else run into this?I recently split some automations into a second connected base because I was running out of automation space/organisation in the original base.The setup now looks roughly like:Base A = operational/source base Base B = synced/helper automation base Slack notifications now trigger from Base BEver since doing this, Slack notifications have become inconsistent or delayed.What’s weird is:the automations often seem to trigger only after I manually open Base B again.The difficult part is that sometimes it works completely fine for hours/days, and then other times we start getting internal reports that Slack notifications aren’t triggering at all.So operationally it’s become hard to trust because the behaviour feels inconsistent rather than fully broken.It feels like:synced tables aren’t refreshing consistently or automations in inactive bases aren’t evaluating continuously or “record enters view” style triggers are unreliable across synced basesI’ve also noticed:

I want to create a signable form using some fields from my base. I want to insert an image at the top of the form, then a bunch of text from a .doc, then the signature field. How do I do that and what level of subscriptin do I need. I’m currently on free. This form will be sent to 28 unique email addresses.

Hi, this is the first time I experience this issue first hand, but out of the sudden all attachment added using a Google drive link via API to my Airtable record gets removed inmediately after being added. It was working alright , but it suddenly stopped working.  I know this is a well known bug in Airtable but could not find any updates. Files are sep with with open sharing and download rights in Google Drive, I an sending the export link in PDF to airtable and it was working currently until it stoppedworking 

I am utilizing the reminder feature in Airtable for the first time. I’ve created a few “test” CRM’s to see how the feature would work for me. Out of 5 “test” CRM’s, only 1 gave me the info I needed. I have attached a picture of what I want vs. what I’m getting. Any idea why one would work and the others do not?