Automations

Hello, please tell me how to synchronize data exchange between two databases through formsHow to implement this data exchange logic between two databases?STEP 1: The partner fills out the “Invitation to become a partner” form. The data goes into the “Partners” database. This database records:Company Name Contact Person Logo etc.STEP 2: After submitting the form, the partner proceeds to the “Add Delegate” form (via the “Continue/Add delegates” button). IMPORTANT: In this form, the “Company Partner” field (i.e., the company name) must either:Be auto-populated, OR Allow the partner to select their company from a list (BUT they should only see their own company, not all).STEP 3: The partner fills out the delegate information in the “Add Delegate” form. The data goes into the “Delegates” database. That database will record:Delegate Name Position Delegate Email And a link to the “Company Partner” field (from “Partners”).🔄 WHAT SHOULD HAPPEN AUTOMATICALLY:TASK 1: When a new delegate is creat

 We are not using Comments and instead developed a separate “Updates” for team members to make updates to projects. We want the ability for users to “tag people” but looking for a way for those people to get an email or Slack notification. Any thoughts how to do this?

How can a newb find his webhook url so i can have vapi communicate with airtable -   i have this set up in another account and copying all to a new client account - and i can not rember how I got the url to add to vapi?  halp if you can

Hi,In my Airtable, I have a simple Work Order app, connected to Softr.My tables are: Owners, Units, Work Orders. All 3 tables are linked.I would like to automate (autofill?)  “Owner’s Name Surname” in Work Orders  tableWhen a user chooses an Unit (like in WO 6),  Owner’s Name Surname  should be automatically filled (in WO 6 -  “John Doe”).(I can rearrange  Owners  table, and make   Owner’s email   as primary field, if that will help)I have tried different Automations, but I couldn’t make it. Thank you very much. 

I just tried out automating sending some emails with Airtable. Is there a way to remove the Airtable branding? The „via Airtable“ in the from field, as well as the „Sent via Automations on Airtable“ at the bottom? Thanks!

I’m running into an issue while trying to set up an Airtable automation that links records across two synced tables, but I’m getting the following errorInvalid filter on field A (Invalid filter value: [ { "linkedRecordId": "rec0hJCM2U7BBdWWa", "value": { "id": "recvaxWZ99uQ8cYia", "name": "12345678" } } ]) I'm trying to locate a field value in Table 1 with Table 2 using Find Records, and then link the records via the Automation.Setup Trigger (Table 2) > Find Record (Table 1) > Update Record (Table 2)I have done almost the same type of Automation in another base (which is working fine) and the only difference is I am now working with 2 synced tables in Find Records - in the previous one i created it was comparing synced with source/original tableI've tried adjusting field setups (in source as well) for both tables: Sync linked, string fields, lookups, used Trim functionI continue to get filter errorsI can only assume it's because Airtable doesn't like that both tables are syn

Hi,I have a content management system in Airtable where I could use some automation support. I am attempting to use the new Airtable AI, but it just won't work the way I want it. What I want to do is:Request a new record (requests new content using a form) to be created, it currently creates a Google Doc with the record details on it and changes the status to "assign to writer"I want to have it where if I assign the writer as "AI" it submits the record details to AI (with a detailed prompt I created).Writes the content and places that content on the Google Doc.I have it producing the AI generated content within Airtable using the prompt but can't get it to add that content to the Google Doc and update the database field to "For Review". I don't want to use Zapier/Make if I can help it.Has anyone had success with this or have an idea, and would you mind sharing a shot of your automation? Thank you. 

Hey all, this is my first post, so I hope I do this right! I have created an automation that, when a field box is ticked, a series of Find Records run. Each Find Record action gathers a list of records (people) that meet certain conditions. This is followed by an Update Record, that adds the linked records to a single field. The Update Record step looks like this: Find Record 1 record ID, Find Record 2 record ID, Find Record 3 record ID. This works perfectly unless one of the Find Records comes back empty, in which case the whole automation fails. Two the Find Records often come back empty, so this is a problem. I’ve played around with conditional actions, which is messy but it kind of works until a conditional action has an empty Find Record, where the automation stops and doesn’t move down to the next condition(s). Can anyone think of a workaround? Thanks in advance!

I’m not even sure the correct terminology so having difficulty looking it up.  I am creating a form with timeslots.  I need people to fill out the form and select a timeslot, but once someone has selected one, that timeslot shouldn’t be able to be selected by someone else.  Is this even possible?

I see several posts that are similar to my question, but I haven't been able to find the actual solution yet.  I have a database of all our locations, and at any given time we have about 40 pending locations. I'd like to send an automated email to the listed manager each month asking for an update until the status is changed from pending to open.  Some managers have multiple pending locations at one time so I'd like to only send one email per manager rather than multiple if there are several pending in their area. There's probably a few ways to do this, but for now I have a rollup column on a different table that breaks down by district all the pending locations.Any thoughts?

Current Issue:By default, Airtable automations trigger every time a defined condition is met, such as when a field is updated. However, in cases where changes happen in quick succession, the automation may run multiple times unnecessarily. This leads to inefficiencies and potential inconsistencies in workflow execution. Objective:I want to configure an Airtable automation that runs only after a certain period of time has passed since the last change, rather than triggering immediately with every update. This delay would allow for multiple consecutive changes to "settle" before the automation executes, preventing unnecessary or redundant triggers. 

I have a date field that I am wanting to use to send a slack notification when it is updated and/or changed, however while doing planning I am amending that date field multiple times to settle on the final agreed date - is there a way in which that slack notification can only be triggered once the date is settled and planning has been completed? 

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 

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???   

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?

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!

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?

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!!

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.  

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

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?? 

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!

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

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?

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