Automations

Im trying to change a status to “C-lead” after a lead has not been modified for 30 days. And by changing that status it would go in to another “view” the C-lead view. (which is filtered by status already)

I would like some assistance in creating an automation that sends out monthly (or conditional) emails to specific employees depending on certain items. The base is a tracking log for all of our employees to track their monthly recertification for their clients. Each row is a client’s name, employee responsible, a due date, and a manager responsible. I want an email to send out to the respective employee that share a list of all the client’s that have not renewed their certification with us past the due date. I have a view that finds records that are past the due date. But i also know how to make it by condition. The issue is that staff are likely to have up to 30 clients a month to renew and I don’t want to send individual emails for each client, i want a digest that shows a list in the email body of all the specific clients that are over due for renewal. However, I am unable to target the right email to match this query. I am either sending it to one person, or one email for all p

I have two clashing automations for when a new record is created vs when a form is submitted. I’ve found a workaround but would love to know if there’s a neater or more elegant solution. (Would love to have first automation “when new record is created, except when submitted by form” or have the form-submission automation run second.) I have a job listings database, and I’ve just added a form for users to submit listings. My process is to find a job online, use the Airtable Web Clipper to scrape data and add it to the database. Because I’ve submitted it I know I can trust it. So I have automation #1 set up: when new record created, set “Status” (single select field) as “Open” (which adds it to the public view). The form process I just created is for other users to submit job listings, and I want to quickly check it before setting the status as “Open” (i.e. visible to users). I have automation #2 set up: when form submitted, set “Status” as “Pending review”. A workaround I’ve just thoug

Hi everyone ! I have a list of bars associated with internal funding codes. Then, on another tab, I have a list of projects and each one of them is associated with a particular internal funding code. On that tab, there is also a column name “List of bars”, where I’de like to have a list or a field including all the bars that were tagged with the specific internal funding code associated with the projet. Right now, I’ve tested automations used “Update record” and even “Create record”. The link works : If I input the internal funding code to a particular bar, it will show up in the list of bars on my second tab. However, instead of ADDIND this new bar to the list, it erases what is already there and only update the latest bar associated with my internal funding code. So, here I am, wondering if there’s is a way to do what I want to do with this. Thanks a lot for the help !

Hi All, I’m trying to run this automation script that works perfectly on my test base of ~10 records but throws this error when I move it to my real base with ~1100 records. Error: Script exceeded execution time limit of 30 seconds The below code is based on this tutorial here, tweaked slightly with recommendations I found in another similar question. Any help or ideas would be appreciated! Learn Airtable scripting #1: basics & removing duplicates with Giovanni Briggs - YouTube (from Automate All the Things channel) var table = base.getTable(“Table 1”); var query = await table.selectRecordsAsync ({ fields: ["Name" ] }); console.log(query); let duplicates = query.records.filter((record)=>{ return query.records.find((potentialDuplicate)=>{ return record.getCellValue("Name") === potentialDuplicate.getCellValue("Name") && record.id !== potentialDuplicate.id; }) }); console.log(duplicates); let updates = duplicates.map(update => { return { "id":update.id,

My understanding (drawn from this post: How can I make a lookup field show only unique results? - #23 by Mathias_Mayer) is that using automation to act on update of a rollup field (leveraging ARRAYUNIQUE) should work for selecting matching items in a linked items field, as though each string were entered by hand; but it does not work when operating on linked tables. It only works for choice fields in this context. Trying to operate on field with it set to lookup generates "insufficient permission" errors. The only hint on that I found was here: “For context, the error you are receiving can happen when the cell value for the linked record is not a valid primary cell value for the linked table (e.g. if the primary column in the linked table is a computed field).” [ Creating the record failed due to insufficient permissions ] Which…what? When I type the same string into the field, it finds the record. So why should this make a difference? But it is a calculated field in the source base,

Hi there AirTable Community, I want values to update automatically based on the date provided. To go into little details, I want the “Production Week” column to change its fields, Week 1, Week 2, Week 3, and Week 4 based on the Kick-Off Date. So, if the kick-off date is Feb 15, 2022, and today is Feb 22, 2022, it should automatically update the value in the Production Week column to “Week 2”, and the in the next week, it should change its value to “Week 3” so on and so forth. I hope it makes sense. Here is a quick 1-minute Loom Video of me demonstrating my concern: Loom | Free Screen & Video Recording Software Thank you!

Hi, I am setting up a tour schedule and wanted to ask if it’s possible that each member of the group can get a notification when some other member changes something in the table or adds a comment (like: I can’t make July 23rd because I have another gig…)? Does anyone know how to do this? Thanks Tobias

I have customer’s name, email, and phone number. I have thousands of records. I want to automatically generate a letter for all these customers, and want to include these three text records in that letter. Is there any way to insert those records automatically throughout the text? For example, into this template (just example not actual): Hello [Name], We tried to reach you at your phone number [Phone Number] and blah blah blah. I have a text template and want to insert the records throughout it.

Hi there! We have a base that uses the SendGrid app for sending emails. We have a need for using SendGrid in automations instead so that our users don’t have to manually send emails daily. Is it possible to use the SendGrid APi in an Airtable Automation? I haven’t found any examples. It looks like Airtable scripting natively supports React, while the SendGrid API is Node – so I’m not sure it’s possible. Thanks!

Hello, What I am trying to do (unsuccessfully) is to link one field within one table to another table. Let’s say that every time someone is filling in a form asking for apples in table 1, the apple sellers in table 2 should receive an email with the request details. I already automated the email and communication part adding the lookup fields, but I do totally miss the automatisation that connect the line one: apple request with the lookup field in table 2: apple seller. Can you help me? thanks!

When a record matches conditions: Where relationship exists. Update record: Copy name of related record of the triggered record into plain a text field. Find records: Where multi relation field contains the dynamic value of the plain text field. Results: An unknown error occurred. Filters: Invalid filter on [table] I don’t know what I’m doing wrong, why this errors - suggestions appreciated.

Hi have a marketplace, people send specific requiriments to search for a seller. sometimes several sellers fullfill the requiriments to be the seller of that client. How I have thought of this in AirTable? I have a when record matches conditions, find record automation. So with this I can look for the possible sellers of the cleints. But if I want to assign only ONE of the finded reords to taht client? How may I do that? On my trials, when i try the, update record for showing the seller to the clients, I got all the possible ones…

I am trying to add a dynamic condition to an automation to Find a record based on a value in my table. That value is based on a link to another table. I do not allow multiple values, so it should be a 1:many relationship. But the dynamic condition will not let me insert the value. It only shows the length, etc. assuming multiple values could exist in this field. Is there a workaround for this problem?

I have a field that is called Assigned to and it is a single select. It has for example 4 values. When a record is added, I want it to randomly select one of the 4 options and update the record.

Based on the size of my data, our team is going to have to separate it into multiple bases even on the Enterprise plan and we are considering doing that by state. For context, my team is brand new to Airtable and is still learning how to utilize it in our workflow. Part of our data is collecting registration responses and I’m curious as to if there’s a way for the records from a form response to automatically populate a field in the appropriate state base depending on the state that they submit in their form?

I have a base that is used for our CRM/tracking manufacturing orders. We have fields for Stage and Next Follow-up date. I need to be able to set the follow-up date differently depending on what the stage is set to. Here’s the basic info. One other item is we only want these dates set to workdays, no weekend dates. If Stage = Opportunity then set next follow-up date to today + 2 days If Stage = Specified then set next follow-up date to today + 25 days If Stage = Delayed then set next follow-up date to today + 180 days If Stage = Bidding then set next follow-up date to today + 2 days What is the best way to accomplish this? (btw, we are willing to pay to get this done :slightly_smiling_face: )

I have the “Dashboard” table with a list of all let’s say - “Loads”. Each “Load” has it’s own “Driver” that is in a separate field. I, also have an “Invoice” table, and in that table, I want to Invoice all “drivers” that had “loads” from the “Dashboard” table. So that means, I’ll need to have a certain range, because I want to invoice them weekly, and not by the load. So I ended up making “From Date” and “To Date” fields. So, my question is how can I make it when I choose “Driver” and mark my “From Date” and “To Date” fields that Airtable automatically import “Loads” that were, let’s say, driven between those dates for that exact driver? Hope you understand!

Hello, I am trying to see if I can do some higher level (and automated) KPI tracking using Airtable. See the following image: Here’s what I want to stop doing manually: Tracking per month “Job Completions”. For some background, I have the “Schedule” tab that contains what we call “Jobs”. These “Jobs” each have their own fields that have automated timestamps when they are started and completed, as well as other information about them. We list our jobs as numbers (ie 505, 525, 530, 541, 531, 538, in 1 above). To start with my KPI I hand-select the “Target Jobs” (see 1 above) from the Schedule that I would like to see completed in that month. Then (in 2 above), you can get the number of jobs targeted using a count field. Now, (in 3 above), I would like jobs that are actually completed within this specific month to be autofilled in the completed “lookup” tab. Then I can count them, divide them by the target, and get a completion percentage KPI for the month. My best indicator of a complet

Hi Airtable community! I need your help please. I try to organize and keep track of monthly payments. Customers have contracts with monthly payments. Sometimes they do partial payments for the SAME Month. Sometimes they do not pay a month (!). When I have partial payments within the SAME month and their total is equal to the contract → i need to return the status “Complete (Partial)” and the “Difference” sould be $0.00 I need to transfer the unpaid payment OR the difference of a payment, so that it can be paid NEXT month (plus the current monthly contract payment)! 1) So, i have the field “Sum Payments” which calculates the total of Payment A & Payment B. (Credit Card & Cash): SUM({Payment A' 💳},{Payment Β' 💰}) the field “Status” which showing: IF({SUM Payments} < {🎯 Contract},"🔔 Pending", "✔ Complete") The field “Difference” : SUM({Payment A' 💳},{Payment Β' 💰})- {🎯 Contract} I need, when I have partial payments within the SAME month and their total is equal to

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I have tried a try-catch approach that whenever an option is not found in a single-select field due to typographical errors it will try to find a suitable option from the list of options in a single-select field. I have tested this approach in a scripting app and it works. However, when I applied this to a scripting action in Airtable automation, the field did not accept the value even if works in the scripting app. I don’tqu Here is the coding block in question: salesChannel={name: "value"} try{ if(salesChannel){ await table.updateRecordAsync(recordId, { "Sales Channel": salesChannel }); console.log("Updated sales channel") } } catch (error){ console.log(channelOptions) let salesChannelName = salesChannel.name.replace(/\s/g, '').toLowerCase() console.log(salesChannelName) let alternativeChannel = channelOptions.filter(channel => {

I receive an email that our workspace has almost reached its limit for this month. However, when I look into the automation I created and summed up all its runs it is still far from the limit set. I was also wondering what automation takes up the bulk of the automation runs. Is there any way I can view it easily? Since I have to check each automation for each base to give an estimate.

Hello! I am working on a schedule/calendar with a lot of events and data. I would love to be able to use Airtable to schedule humans for different events. I started by using using a format where each event is a record with start/end times, location, and a linked record field to my contact database. However, the issue I ran into is that often humans don’t have the same hours as the event. For example, I might have party with 6 people working it. Some people can be there the whole time, sometimes they have conflicts, etc. Any brilliant ideas about how to link people to events, when their hours don’t always align perfectly? I’ve tried creating a third table for individual’s hours. So each record on this table has a linked field to the contact and to the schedule event. It also has an option to update hours which are displayed in a formula on the record name which combines the contacts name and the hours, so that in the schedule people are listed with their hours. I even created an automat

Is there a way that i could link an external punch clock to an airtable base? I need to set up a system but don’t want to change the employees habit of punching in/out with the existing box. Any help/advise?