Automations

Hi AT Community! Need a bit of automation help for product management. So I one base called “Product Selection”. In this base, each of my ten territory teams has their own table where they manage their various workstreams, reporting, etc. for their territory. Within each territory’s table, they have a view where they can see all products being released for a season. Each territory marks which products they are going to sell in their territory for the season. However for production, I have one production team serving all territories and they work out of a base called Product Production. I need to sync my Product Selection territory tables into one table in the Product Production base, that shows the name of the product in one field, and the names of all territories that have opted-in as an array in another field. Ideally, this would be an automated process shared by one-way sync. Is this possible?

Hello everybody! I was trying to create an automation that linked a file to another file automatically. Is there a way to do this? I assume I need to use a “Update Record” action.

Hello, I have a table of people and a table of emails. I want to send email from the people base by simply checking a box. Is there a simple automation process to do it ? I would like to have only one automation for all the emails and not to have one automation process per email. Is-it what conditional automation is for? Thanks for your help.

I am looking for a way to check items off the list. Once checked they are no longer on my list. When they are checked wait 3 months and automatically uncheck them. Now they show up in my list again after the 3 month time period. The closest thing I found was a question from 2 years ago and the answer wasn’t helpful. I am hoping after 2 years someone has figured out a way to do this.

Hello, I’m in the middle of setting up some Email Automations and I was receiving the test emails for every successful test. However, despite the test History say the Test was a Success, I’m no longer receiving the emails. I haven’t changed any of my conditions or email. Do you stop receiving test emails after a certain amount is sent?

Hi there, this is my first forum help request… I have an Integromat scerio in which I updae a value inside a multi select field, but the value I update replaces the current value. Is there a way to add to the current value and not replace it? Thank you so much for your help Niv

I have a table with an automation to send out an email when a record is updated. Is there a way to send only 1 email to the records updated that contain the same email address, instead of ex. 6 emails? The client has a family of kittens that are all due at the same day for a vaccine. Is there a way that the foster can get 1 email for the whole group?

I’m new to Airtable (and just bad at coding in general), and I’m stuck on what I think must be a very simple problem. Four days per week, I want to create a new record that is due tomorrow. As in, on Monday at noon, a task appear that is due Tuesday. On Tuesday, it’s due Wednesday, etc. I’ve tried putting various formulas into my ‘Due Date’ field, but I keep getting a “Could not convert string to date” error. I want to be able to add due dates manually for other tasks, I just want this specific task to have the due date automatically added. Thanks!

Hi, sorry for my english that’s because I’m french. And also beginner on airtable. I want to put the same values (rounddown) that is in my field to a mail automation; but in the mail the values is not round. Why? how to fix it? thank you for your help.

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 get an automation setup to find the relevant records but it seems like I can only create one that collates all the data instead of duplicating each record separately. Is there a way to loop through and duplicate each of the matching records separately without a scrip

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 Recording Software

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 of everything that’s assigned to them (including the ones they’ve assigned

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. Ideally, there would be a linked field to another table that contains all the info for the various groups (name, invite link, etc). Users should be added/removed