Automations

Hello everybody! I have a system where multiple bases feeds information into one base. I created automations to add those records automaticity. (Through the use of synced bases) I have noticed that there are a lot of duplicate records. So I decided to use the “Find Record” action to find similar records (through the customer’s name), however I can not figure out how to make the “create record” action dependent on this “find record” action. So it only creates records if it doesn’t find any similar records. Is there a easy way to do this?

Hi Airtable! I have been closely watching and reading posts regarding Make (new version from Integromat) in the Facebook forum. It seems that there are a bunch of bugs that need to be dealt with. So, if you could wait to migrate over to Make, that would be the best. Just my two cents worth, Mary

I might be using the wrong search terms to find an answer that already exists. I want to have a calendar event get logged in Airtable associated with contacts in a rough CRM I created. My current set up. Trigger - Google Calendar Event Ends Action - Text Split attendees email Action - Find contact by email in Airtable (if found) Action - Create new record in a table linked to the found contact. But for the find contact by email, I can only chooses one email to run. I don’t know how (if you even can) basically run the find contact/create record for each email. I’m still a bit new to Airtable and Zapier, but have been able to figure out most other stuff that I’ve tried to do. Help would be appreciated.

Ok, total noob here. Figured out a bunch but need help. Data comes into a table starting a new record including the name of the person, the name of the location they are at. Also is the lat/long of the place they are physically at and the lat/long of the place they’re supposed to be. Each lat/long is separated in their own fields (lat1,lon1,lat2,lon2). There is a final field (Distance) to which I want to calculate the straight line distance between those two points. I have found some javascript in other forum answers but I cannot figure out how to use the four data fields (lat1,lon1,lat2,lon2) with a script to calculate the distance and return that value to the “Distance” field. I currently have an automation that when a new record is created, it performs the script…but then where do I go from there? Please assist. Thanks.

Hi, I’m new to airtable and I’m struggling to forward a completed form with everything including logo. Is there a way of doing so? I Managed to do the results however it gives me no option to also add the logo and header section! would I need to integrate another app?

Please excuse my very obvious lack of technical knowledge. Is it possible to automate clicking a button when a webhook is received – or via API call? In my base, I have a button that triggers a custom script run for that specific record. I am working in JetAdmin to build out a custom CRM UI for my Airtable base and would like to be able to call the script to run in Airtable by clicking an action button in JetAdmin. I know you can run scripts through automations, but I have struggled with writing the correct code to pick a specific record. This would also work if I could call the script to run and loop through all records in a view - but again, lack of coding language knowledge. Any help, advice, or recommendations would be greatly appreciated as this is a critical piece of my workflow. :slightly_smiling_face: Thanks in advance!

I have three tables: A table that store crew information. A table that stores upcoming trips. Each trip has one or many crew members attached. A tablet that is populated via an automation where a record is created for each crew member that is attached any given trip. The workflow is as follows: When a crew member(s) are linked to a trip the lookup fields are split into 4 columns using a custom script and automation. Using an automation a record is created for the trip in table 3. The issue: When a crew member is removed from a trip I would like to remove the previously created record in Table 3. Any advice on the best way to accomplish this? I would be great if Airtable had a delete automation, but Im happy to use either a custom script or Make.

My spreadsheet has records that include a column “Week Number” which references a table of each week of the year. Instead of manually duplicating the records from the previous week to create new ones for the new week, I would like to setup an automation to do that. There are multiple records with different columns set differently. The commonality amongst the records I’d like to duplicate is having “This Week” be the week number field. The “Week Number” comes from another table. Depending on TODAY(), the actual record for “This Week” changes (and the previous one becomes “Last Week”). When it does, that’s when I’d like the automation to run - this can also be done via a time trigger Mondays at 3am. I’ve been able to

Hi, I’ve been working on an If And formula. The formula itself works. That is: when creating the field and entering the formula, I get no errors. However, the records that match the conditions the formula is describing remain empty. I’m hoping someone smart with formulas can check mine out :grinning: In words: I want the formula to show the right amount of service costs. When a record is linked to a specific address and rent amount, it needs to show the linked amount of service costs. My formula looks like this: IF( AND( {Address} = “Value 1”, {Rent} = “A” ), “Service costs A”, IF( AND( {Address} = “Value 1”, {Rent} = “B” ), “Service costs B”, IF( AND( {Address} = “Value 1”, {Rent} = “C” ), “Service costs C” ) ) ) I can’t figure out why it’s not giving any outcome. Any ideas on this matter? Thanks in advance!

Hello - I’d just like to know where I can view the emails that have been sent via Airtable Automation. I see that a few others have asked this via the community but don’t seem to have been answered. Perhaps it’s too simple :slightly_smiling_face: …But can anyone help?

Hi everyone, I have a table with created date column and some data, as soon as new record is created I have created a automation script the extracts the newly created record by sorting this column in descending order and getting the getting the first record by using query.records[0](which is the last record created, because it is in descending order). My question is, is there any way other than this to extract the latest record created? I also have a column that is auto increment id, I was thinking of extracting the highest value from this column as the latest record, but could not find how to find max value of column by writing in automation script. Thank you

Hey, I would like to be able to review who is visiting a specific workflow. Can I do this to that level of detail? Our ultimate goal is to see who from the sales teams visit AirTable. Thanks,

Hello Community! I’m having a small problem with one of my automations. When a new user registers to my app, it creates a record with their user ID, that triggers the automation that runs a JS script that checks an API with the user’s ID. It runs just as I want when only one record is created at a time. However, when two or more records are created at the same time, multiple automations are created and get their IDs inputs mixed and ultimately all of them end up crushing. Is there any solution to this? Should I try something different?

So I have a sheet in Google Sheets that works exactly as I need it to, but I’d prefer to bring it over into Airtable if I can. I have a master sheet of contacts (~2500) with roughly 20+ fields. I’d like to be able to drop in a new tab of data into Airtable and have the master tab be populated with any new data that matches up with a specific field in my master table (i.e. URL field). So for example, if I add a new sheet that has contact names and emails as a new tab, my master sheet will update with any new contact name/email info based on the URLs matching between the two sheets. In Google Sheets, adding a Vlookup formula will accomplish this, but I’ve not figured it out between automations and formulas so far in Airtable. Any help is much appreciated! Here is a quick Loom video to describe what I’m looking to accomplish: Loom | Free Screen & Video Reco

Hello, I’m trying to create an automation that sends Slack messages to people when they are tagged for a task, but only if someone else is tagging them (I don’t want them to be notified every time they assign a task to themselves). How do I tell Airtable to send a Slack message to this person only if someone else tagged them? Field in question is a Linked Record field (“Lead”) that is connected to a table with names. This field is used by us to assign tasks to ourselves and other people. I’ve tried the following so far: Creating a Last Modified By field and setting up an automation that is triggered when a record matches conditions (Last Modified By isn’t [Name] and Lead is [same name]). I tested this with a coworker but it didn’t work. Creating a view for the person and adjusting the trigger for the automation to only run if a record enters their view. This didn’t work because the person would be notified o

Hey, guys. I’m trying to create a management solution for Telegram groups for our company. We are currently using Airtable for an employee directory, and I would like to incorporate messaging group management into it. We have several Telegram groups at our company, and each employee is granted membership to the groups based on their role at the company (sales, engineering, etc.) I would like to use an automation to: Send an email to new users added to a group that includes a static invite link Ban/block employees from group(s) if they quit or are terminated I’m planning to use Airtable automations to invite the new users, and a chat bot to kick/ban members that have changed roles or are terminated. (probably this one: Telegram Bot Integrations | Integromat) I’m struggling with coming up with a “clean” way to make this work. Id

Hello, I’m having an issue with all of the automations I have running with Jira Cloud integration. The automations have all been functioning properly for the last couple of months, then today at a certain time they all of a sudden started throwing failures for unknown errors. Below is a recording of a couple of the automation’s setups and the errors and run history. One important note is that it IS creating the tickets (even though it says fail) but then it stops the proceeding steps and fails the automation. Recording of automations Important notes: no one made any changes to any automation that could have caused this (I am the only person who can do this and I wasn’t on the Airtable). I did a snapshot of the last time the one automation worked, and it still threw a fail. I have tried to reconnect the Jira Cloud with the automation, hasn’t changed anything… You’ll also se

Hello, I’m trying to limit my teams input on record creation. on my records I have two fields one is called “LinerType” and is single select and the other is called “Liner” and is also single select. I want to make an automation or something so that when “LinerType’s” selection is “N/A” it automatically makes the field “Liner” to be selected as “N/A” as well. Basically I believe this amounts to being a conditional statement maybe? when LinerType = "N/A" then Liner = "N/A"

I have a multi-select status field that I would like automated but not sure where to start. I have a ‘Due Date’ field and a ‘Status’ field. I want the ‘Status’ field to automatically show either On-Time or Late depending on the ‘Due Date’ field. I tried writing a formula for it and it worked but I wanted to make the ‘Status’ field a multiple select field. Is there a way I can automate this so depending on the ‘Due Date’ and the current date, the ‘Status’ field will automatically populate with the options of On-Time or Late?

Hey everyone, For a software project we are importing data from an existing erp to airtable. We wrote a script linked to a button that gets the data from various endpoints and uses it to calculate some fields and fill in or update records. Now we would like to automaticly synchronize projects that change in the erp. So every hour we look at the ones that changed in the last hours and update “sync” field with a date. When that date changes it triggers an automation with the earlier mentioned script (small change in how it gets the id from record). However it is impossible to make requests to external api’s using automations at this time => always get the error “TypeError: Requests that follow redirects are not supported currently”. I was wondering if there is a way to let a script/automation press a button-field from a record? Or a way around the type-error but it is mentioned

I have some AT automatons that are not reliably happening when they should be. Here’s my setup, can anyone help me improve it? I want to update a single-select drop-down column according to a formula. The formula will output a value in the single-select choices. So I have a filtered view that only shows records where the string equivalents of the drop-down and formula columns are not the same. On this, I have an automation that watches for records to enter this view, and then sets the single-select to the value of the formula. Since the view is filtered by unmatching values, it should always be emptied by the automation which matches them. It works most of the time but I continuously check the view, and find updates missed. If your curious about the background, we’ve found that given the lack of mobile support for interfaces, the kanban view actually works best on phones, to populate shuttle driver’s job list. But we want the cards to be locked to a formula, not

Hey everyone, Hoping that this is a simple fix, but can’t find any documentation on this problem so far. Problem: The output of a script is not being accepted as inputs to downstream steps in an automation I am trying to create. Use Case: I am trying to create an automation that does the following: //trigger There’s an update to a Google Calendar Event //actions Look up corresponding Airtable Record //run script Compare the Start/End Times between the Airtable record and the updated Google Event, output whether the times match or not. //Conditional Actions IF: Start/End Times DO match → Do Nothing, end the automtation IF: Start Times DO NOT match → Update Airtable record with new Start Time value from Google Calendar IF: End Times DO NOT match → Update Airtable record with new End Time value from Google Calendar Below are some screenshots of t

Hey everyone Having problem with an automation when a record is checked, a copy of the record is made in another table. The problem is that it works ok when doing it slow and one record at the time, but I want to take all the checked records at the same time or to speed up the automation, its very easy that a copy is not made because of the slow automation. Any ideas? Regards Jesper

Hi using this formula works… IF({Type of Task}=“CANCEL”,DATEADD({Check In Date},-1,“days”), IF({Type of Task}=“REBOOK”,DATEADD({Check In Date},-60,"days”))) But then I want to add another condition so have copied it the exact same way and it doesn’t work? I’m suspecting its to do with the number of ))) at the end as I have no clue why in the first condition it ended with ) and the second ended with ))) so have tried all number of them but they don’t work. Thanks in advance. IF({Type of Task}=“CANCEL”,DATEADD({Check In Date},-1,“days”), IF({Type of Task}=“REBOOK”,DATEADD({Check In Date},-60,"days”))), IF({Type of Task}=“CHECK PAYMENT”,DATEADD({Check In Date},1,"days”)))

Is there a way to do that with Airtable’s automations? I find that our users don’t usually check their Airtable notifications.