Automations

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 second record JG0904) I’m unsure if it’s even possible to do this so I wanted to ask. I would just do a work around where I

(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 last step because my dynamic usage for sending to userid & then building my friendly message body doesn’t work. It’s including all of the view contents. What I’d like it

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?

Please i need help…I created an automation setup yesterday The trigger is when there is a check box a new record is created in another table I.ve tested and sync the records to be created and the field The automation ran sucessfully and records where created yesterday but today it’s no more creating records and it shows ran sucessfully Please i really need help The goal if when i check the box in opportunity table…that record goes to phases table

Hey Everyone, As someone who was previously using a lot of Airtable to Airtable automation through Zapier I jumped on the new built in Airtable Automation features. However I’m now having issues where I can’t create any new automations due to exceeding the maximum number of automations for the base. I can’t find any information on what the maximum amount actually is or if there is an option to increase this. I love this feature but I’m now at a dead end where I can’t use it further, I can’t see how to increase my usage and I can’t see how much this has been exceeded by. Any help from the community or from the Airtable team is greatly appreciated.

Hi Airtable product team! Is there any way to get more automations per Airtable base? We’re a small but growing company that runs our entire Customer Success and Project Management teams on Airtable. We use the automations to ping the right folks (different Customer Success folks) on Slack as a project moves through different stages, and we just hit our max of 25 automations per Airtable base. We would love to stick to Airtable (we love it so much), but if we can’t have more automations tied to it, we’ll have to figure out other tools as we scale. Help!

Hello - We currently use Airtable for our content production processes. Right now, when a user submits a request to our intake form, it generates a record on the base, creates a Jira ticket, and sends a confirmation message to a shared slack channel, that links the Jira ticket and adds the Jira URL to the Airtable record. It works great, and as we try to move people to an easier process, we want to continue to use that Slack message to communicate cross functionally about the specific request. However, I am wondering if there’s a way to link that slack message to the airtable base somehow via automation? It would likely be the last step in the automation to update the record with the thread link. Is this possible? If so, has anyone accomplished this or know how you might?

Hi I have a table containing member IDs and credits allocated, which I want to periodically summarise and distribute to a staff member. The table will have the member IDs duplicated across multiple days, with different credit values, which I wish to sum, resulting in: A. Smith 23 B. Jones 12 C. Young 75 I can create this output with a pivot table, but I need to be able to distribute it to a staff member automatically, without their access. I could send regular email/slack outputs but cannot get the summarise to work (perhaps with scripting). Any suggestons? Thanks

Hi airtable community! We teach classes and utilize Airtable as our class schedule. I am attempting to create a new table that sums the number of attendees for each class by the class type and date/time. We currently have an attendees table which contains the individual reservations and another table called class totals which contains a record for each event. I am able to achieve a total by using a rollup field with Sum(values). Is there a way to use automations to link these records automatically? I utilized the “Link Records by Field” app to do the initial linking but it would make a lot more sense if it was an automation.