Automations

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

Hello everybody! I was trying to create a automation that emails someone a prefilled form so they can respond to a record that somebody else put in. However both the button formula, and the record formula stops short of the entire form being a clickable link. It has the form link and then ?prefill then it stops. Can anyone help me with this? I would like the entire URL to be clickable.

Hello and thank you for any future replies, I need an automation that checks that every week 10 records have been created. If this is not the case, a slack push is sent. I have no idea how to do this. Do you have an idea how to get me started?

IN KANBAN VIEW ON CONTRACTS TABLE, WHEN CONTRACT IS MOVED FROM “ACTIVE RENTAL” TO “RETURNED” STAUS, CAN THE “CONTRACT END DATE BE ADDED” FIELD added in the record in kanban view automatically.

I am trying to update “current end date” field with current date when status is active within automation. It gives an error - could not convert string to date. How to do that?

I’ve created a simple 3 question SMS flow in Twilio and by using Zapier I am easily seeing new records and their SMS responses in Airtable. How do I get all 3 responses added to the same record? I did my best to search for this and came up short, I apologize if this has already been answered. Thank you!

How do i lock second column in airtable like the first one is always locked from scrolling left and right ?

Hi, Newbie-ish here. I searched the forums - cannot find anything. Created simple from - nothing at all fancy - when I getthe share link - it works, but using it and filling it in does not add any records in the base - tried several browsers and such No passwords turned on - nothing to block, Form comes up - fill it in, get a confirmation - then, nothing. Any help greatly appreciated! Thanks!

Hello there, I’m trying to use automation for a particular case, with no luck so far, so I’m looking for some help here finally. I have several choices for a field, let’s say CompanyA, CompanyB, CompanyC. Now I’ve got another field, providing an URL, which is different for each A,B,C company (so 3 different URLs in this example). Now if I work on a particular record / line of my base, I’d like the URL cell to be automatically changed with a defined value depending on the company I choose in the Companies field. If I choose Company A, then the URL cell will automatically get the URL - A value, and so on. Any idea on how to achieve this, please ? Thanks in advance, Regards.

I am trying to match founder table with investors table and when there is a match, I am sending email to the investor. In the body, I am writing like this “Hi {investors name}” but it takes all the matched name instead of the investor I am sending an email. How should I do that.

I have an airtable base that contains leads information. I have a Google Sheet that contains information about those leads and other leads not contained in Airtable’s base. I’d like to add a lookup field into my Airtable base, but I want to lookup data from the Gsheet. Is this possible? Should I need to develop a script to do so?

Hi there, hoping this is an easy one but can’t see to make this run. I have an automation watching if a particular field is changed, and would like to then notify the collaborators who are assigned to that record either inside AirTables notifications or by email (am assuming because they are collaborators Airtable should know their email addresses). Thanks T

I have set up an automation to Update a Record from ‘Live’ to ‘Completed’ It has no errors so the logic works. It is set up to change the status to ‘Completed’ if date is before ‘Yesterday’ For some reason I have a bunch of data that have a date before yesterday that just aren’t updating. Any ideas why?

Hello, I am currently setting up prefill formulas and everything seems to be fine except for fields with percentage values, they get prefilled with either 0% or 1 % Kindly advise how to go about this. Regards, Nelly

Hi :slightly_smiling_face: I would appreciate some help. I am using automation to send Airtable records to Integromat webhook and I have successfully managed to send and work with data “recordID”. That is also the trigger in the first step of the automation “When record updated”. The remaining two Input variables are linked files, and I can not manage to receive data from linked files in Integromat. Maybee these two lines should me rewriten since they are linked files? await fetch(url + inputConfig[“Opportunity”]); await fetch(url + inputConfig[“Suppliers”]); Thak you, Pjero

I want to connect to an external payment like payu or razorpay for payment and redirecting back after the payment and saving payment status.

When vehicle is selected within the contract, add trigger to change vehicle status from Available to Hired? Selection of vehicle is linked column. Also status column of contract tab should be Active Rental. How to Do that in Airtable Automation or make.com Similarly When Contract is moved from Active Rental to Returned, can a trigger be added to change vehicle status from Hired to Available?

I am trying to match field values from founder table to investor table based on different conditions using airtable automation. Now i am sending email to the business owner regarding founder matched with different investors, how many investors are matched which is working fine. But also, I want to send which field vales are matched, right now all the field values are printing meaning same values are printing again and again. I just want to print unique matched values, how can I do that.

Hey guys, Anyone else having an issue when using multiple conditional actions that AT (desktop version or web version) takes forever to respond? I’m creating conditional actions to link records. Each conditional action has to be specific to link the right type of record. Once it starts to hesitate, it feels like that wait time exponentially increases for every conditional action I add. Eventually, it gets to where I have to wait minutes just to set up the next conditional action or click. It’s not like I’m on 30 of them either - I’m on 5 of 14ish. A solution could be more automations to break up the task - but isn’t that what conditional actions are supposed to prevent? Especially since we have a limited amount already? Anyone else experience automations freezing like this for extended times when working with larger conditional action sets?

I have a database with a number field that external automation will set to a value at certain times. I then require that value to be reduced by one every day until it reaches zero again. I tried to set this up using Find Record and Update Record in automation but it doesn’t appear that it can do this with multiple records in one table at a time. :grimacing: Is there a way to set this up? Possibly with some scripting?

Hi, I am creating a google document from airtable record, and the record also has a linked field that I am using in the document. It works fine with one linked record, but when I have two or more linked records I get an error " RuntimeError NOT_FOUND" How do I manage this? Thank you for the help, Pjero