Automations

I connected click funnels and Airtable so we need clickfunnels to auto-deposit each new signup. then in airtable depending on thier service need to autosend an email that i already have templated in the base it does autodeposit but it’s putting each contact in twice Please does any one know what is wrong?

Hi All, Very new to Airtable and need assistance on an automation if you can help. I have a form that populates a checkbox field. I need to email this field to someone showing the condition as either “Yes” or “No” but the field only shows a “True” or “False”. Is there any way I can do this? I have tried using a formula field to determine the result and change the it this way but the email shows a blank space where I expect the result to be (when calling the formula field). Thanks in advance, Kev

So I’m trying to create an automation which creates a record and then updates two of the fields using Airtables built-in automation. But I don’t seem to have the ability to do what I want to do. (Or at least I don’t know how). This is what I want to do: It involves 3 tables called: Layouts, Modules, and Content Triggor: When you link a record in the “Body” column cell in the “Layouts” Table and the record linked has “needs content” checked in the Module Table Create a record in the content table And Assign that new content record the “Layout” record it is associated with And Assign that record the “Module” record it is associated with As soon as I get to 4 or 5, I see no way to link records in the new content record. I mean if I knew what records in advance, I guess I could do it. But I don’t know which module and layout will be linked in advance. Is this not possible with automation

I need help writing a script or formula that will allow me to sort records by the earliest date of two date fields. I’m trying to avoid having to create a third date field. Thanks!

Hi! I have a case where assessment answers are written into a table as one record. Depeneding on those answers specific answer is provided in another field for the same record. That answer is a result of automation. In some cases those answers were not provided and the automation was not run. So, I am wandering is there any performance issue meaning that if, let’s say 100 people start assessment at the same time, will automation be able to run 100 times and update all 100 records? Here, one automation should be run 100 times, each time a new record is created. Thanks!

Wondering if there’s a “simple” way to append an integer after a field value based on the number of duplicates…? I’m thinking to trigger my automation, then run the duplicate script and then run an “update record” step to take a value from the script and append it to the field, or a new field. Just trying to figure out the logistics of configuring that script (outside of my area of knowledge).

Hi, I want to be able to upload documents in one table. These documents are usually invoices and should be uploaded to the correct supplier. When I upload a new document, I want to create a new record in a different table, for each attachment that is being uploaded. Currently, when I run it it creates a new record but the new record contains previous uploaded attachments too. How can I ensure that it is only the latest uploaded attachment that is being created as a new record? When I bulk upload, it also creates only one record. How can I make sure that it creates one record for each attachment that is being uploaded? Here is the current trigger: Here is the current action:

I’m trying to create an automation that finds Coaching IDs in one table and then links them all together in a “Master” sheet. Basically, every time a coaching session happens for a participant, I want all of their data linked so I can see everything about their coaching progress. Right now, when my automation runs it finds the newest instance of that ID and then replaces the previous “link to another record” with the newest one it finds, but what I want is for it to add it to this so there are multiple records there. Table of coaching information (Please ignore the coach names, I made this as an example and used my dog’s nicknames for a bunch of the examples): What I want to happen is the one that says EL1103 (I did that manually) but what usually happens when it runs is that it replaces the previous one with the newest one so there is only one link (like in the s

(1) In my airtable base I have a calculation that displays as a percentage with no decimal. Ex: 65% (2) However when I select this field to display within an automation (for an email) it loses its formatting and displays 64.93506493506493%. Why does it lose its formatting and how can I get the formatting to transfer to the automation?

OK, you’ve seen this a thousand times… 2 tables, table1 is a list of customers & their CRM data. Table2 is a list of Vehicles. One customer can have many vehicles, but one vehicle can have only one customer. Both the ‘customer’ and the ‘vehicle’ data is being dumped by zapier into their prospective tables. AND lest I forget to add that BOTH tables can/are bringing in the unique ‘customer’ ID. Also, the ‘vehicles’ table will NEVER populate before the ‘customer’ table does. I’m trying to EITHER add the ‘customer name’ from table1 to table2 OR add the ‘vehicle name’ to table1. And I was thinking about using an automation. Am i close? lol Please help me get off this stump!?!? :tanabata_tree: Thanks, DG

Hi! Have not figured out this yet. It seems like a task, but I am not sure what the most elegant solution is. How can you add a +1 to a number if something happens in a record? Regard, Tor Martin

I am working on creating an automation to automatically send an Outlook invite to specific email addresses when something happens. Things are going well in my automation, except I cannot get the start time/end time to work. This is the error code I am receiving: Unable to parse datetime: “” It works when I use the static option, but not the dynamic option (which is what the event would need to be). Any ideas for how to solve the issue? I’ve tried using the date/times as the following: No time field Time field as a prefilled option Time field as a unique time Date as the current date Date in the future Date in the past Here is what the automation window looks like: Here is what the test row looks like:

Please see attachment I dont have “Insert” button when doing my configuration. How can i find records using filter?

Is there a way to trigger the creation of a series of tasks for every project created? My copy & content business receives around 4 new assignments every day. Each go through this process: Writing 1st Editing 2nd Editing Posting Each task is completed by a different person. In a perfect world, I would create a project and the 4 tasks would automatically populate on a different table. It seems like there’s a way to do this but I can’t find it.

Hi there, How can I create automation script to delete a record when I’m changing the status to Delete. I hope someone can help me. Thank you! @kuovonne help!

Hi! Is it possible to set a time in a date/time function? I have a formula field that calculates due dates for tasks. I would like to create an automation that will email the task owner (a sponsor who does not have airtable access) a Google Calendar invite on the due date so that it is on their calendar. Is it possible to do this without creating extra Date/Time formula fields for the start and end time of the task? Current Formula: WORKDAY(Date,-30) If this is not possible, can you add to that formula to determine a start time of 9:00AM and end time of 9:05AM so that I can get this on their calendar?

Hi There is a table that contains member IDs and credits allocated, which I would like to periodically summarize and distribute to a member of staff. I wish to sum the member IDs duplicated across multiple days, with different credit values, resulting in: A. Smith 23 B. Jones 12 C. Young 75 It is possible to create this output with a pivot table, but I need to be able to distribute it automatically, without a staff member’s knowledge. While I can send regular email/Slack outputs, I cannot get the summary to work (perhaps with scripting). Any suggestions? Thanks!!! Best Regards Jessica Layson

We are writing a script to call an API. This API will returns a file url. We want to download the file using the file url. Can we achieve this?

Dear beloved friends, I would do the automation to copy text from one column to linked filed in airtable, any one could help guide on this automations? Thanks inadvance and regard!

Hello, I try to use a single conditionnal automation to send differents emails each triggered by a different checkbox. checked box “check box 1” will send the “check box 1 email”, checked box “check box 2” will send the check box 2 emaiL. So i just need IF and not otherwise condition. If check 1 is pressed i want to send check 1 email even if check 2 is checked or not… Thank you

Hello! I am trying to create timestamps of the start can completion date based off of a status field I have set up. I have a status field, a Start Date field, and a Completed field. The status has the single selections of “To Do”, “In Progress”, and “Completed”. I have set it up, so timestamps are automatically populated into the Start Date and Completed fields based off of “In Progress” and “Completed” status. I wanted to know if there was a way to clear the records within the Start Date and Completed fields when the “To Do” status is selected? Is this possible? Thank you in advance for the help!

I have an automation that creates new records in table B when a record is created in table A. For those records, I want to have as a due date Today() + 3 days. How can you do that within the automation without creating a new field in table A (workaround)?

Hi! The wording of the title of this topic is unideal, but this is precisely what I’m trying to do: generate a documentation (pdf or whatever format) of the automations set in the base. As an example, it is easy to generate a document of all the tables and fields using the following: for (const table of base.tables) { output.text(table.name); output.table(table.fields); } However, there doesn’t seem to be a way to extract the definition/configuration of automations. Am I missing something? Best, Ludo

I am following the instructions here to be able to send slack DMs to our users. The use case is if we haven’t heard from them by a certain time of day, we want to send them a friendly reminder to check in. I have a view setup with the list of users who have not yet filled in an update for the day which I am using for this. So in the automation, the trigger is not when a record enters view, but rather on a schedule, say every day at 11am. We expect there will be multiple people that this will apply to, so I’m not working with an individual record as the example support article does, but rather a list of records. My automation currently look like: Trigger - at a time Find records - View1 (people who haven’t updated) Condition: If Find>0 and I have their slackID, then Send slack message I’m unsure what to do on the las

I have created a table with all of the accounts/venues that we work with on a regular basis. I have also created a table that I want to reflect the accounts/venue table but it is used to show their availability. Is there a way to create an automation for when I add a new account into the account/venue table, it will also add that same record in the avails table so I know that I need to get their availability?