Automations

Hello! We use Airtable for our inventory and our finance team require a summary of the value of stock at the end of each month. I have a value column which shows each product’s value and I look at the sum at the bottom of the total. I have also created an interface which highlights the total value of stock we’re holding at any one time. This interface is really useful but the problem is as it automatically updates when something changes I can’t send this to accounts as a summary of the value at the end of each month (this is great in general - just for the purposes of this task I need to find another way). I have also thought about setting up an automated email to send 1st of the month at 12am but can’t find a way of including the small value in the ‘sum’ at the bottom of the value column. I’ve also looked at snapshots but it looks like you can’t automate these for a certain day/time. I can of course just send them an email with a link to the interface saying ‘h

Hi. I have a zap set up in Zapier such that when someone books a call in Calendly, it finds and updates the record in Airtable and then adds a tag ‘‘Info Session’’ to a Multiselect field. This works fine. However, I don’t want this tag to overwrite the other tags that are already there under that same field. I want it to stack the additional tags and NOT overwrite them. I will appreciate a solution to this. It is quite urgent. Thank you.

Hey there, I have a simple issue. I am building a very simple CRM for my team to use. I want my users to be able to set a date when they get a notification via email. What is the best way to pull this off?

Hello, So let me start out by saying I am currently testing airtable to see if it suits my needs because clickup sucks. Clickup is way too buggy and too bloated. I love airtable however I just hit the realization that you cannot seamlessly change between bases and you also cannot link records between bases nor can you set up automations that cross between bases. This is a buzz kill for me as my like to change status of a particular record and trigger a automation to then duplicate and add a template to the duplicated record on another list/base. i cannot do this on airtable and its very frustrating. I would like to know if any plans are in the works with a feature like the one described above?

Hello guys, I am looking for an Airtable script to check at a scheduled time and find duplicate products (based on their SKU field between 1000s of products) and send an email if it finds a duplicate (by automation) Could you please help me with that? Thank you

Dear Airtable community, I’m new to Airtable and have been struggling with this the whole week. I have a base with 3 tables (creators, brands, tasks). They are all linked in the following way A task can have multiple creators A task has a single brand A creator can have multiple tasks What I’m trying to do is send an email every time a new creator is added to a task, with information both from the task (around 12 properties) and the creator tables (around 2 properties, incl. the recipient email address). I tried 2 things, but none of them worked: Automation ‘A’ triggers when a task record is updated; the creator linked field is watched. I can create the email body with all the properties I require from the task and pull the email addresses from the creators table with a lookup field. The issue here is that each time I add a new creator to the task (which happens often, as most tasks have up to 10 or m

Hi everyone. I need some help understanding if my logic is correct. I am trying to create follow-up emails to be sent in the future 1 month, 3 months, 6 months - from the date they were added to the table. I am using a specific status as condition (e.g 1 month) + language condition + date added = number of days ago (e.g 30, 90 or 180). Thank you in advance for your help.

According to this page, only an owner or editor should be able to update records via an interface’s “Editable” elements. But when I preview an interface as a user with only commenter or read-only access, it seems to still permit field editing by that user. Is this just a bug/limitation of the “preview” design, such that when actually published the interface will not permit editing? Or is the intended edit limitation not actually working?

Hi!. I have built an automation that sends an onboarding email (in Outlook) to new customers who have signed up for my free 30-day trial. I would like to attach our Quick Start Guide (a .pdf) to each email. I would not like to have to attach the .pdf to each record individually. I have found some pages in the help guides that talk about this but they might as well have been written in Greek.(https://support.airtable.com/hc/en-us/articles/360051028394-Send-an-email-Action ) I’m very experienced building workflows in Airtable, but can’t code worth a darn. Can someone boil the steps down for me? Thanks.

Hi, I am fetching some url’s to get their right URL (with www. or without www.). When websites don’t have SSL/https, it runs in an error. I catch the error and that’s all fine. Right after the fetch (and error handling); I want to update the database record with await table.updateRecordAsync( record.id, { ‘Website’ = 'error } But this line crashes with an error message: Error: request to https://88.86.101.150/ failed, reason: Hostname/IP does not match certificate’s altnames: Host: stranky1.cz. is not in the cert’s altnames: DNS:abstracts.cz, DNS:admin.abstracts.cz, DNS:www.abstracts.cz (although I do not fetch the website again) How can I update the table ? Any idea? Thanks for any support.

I’ve just seen that Airtable has an Automation update. Is it possible to now have something run at an exact date and time. I.e. I want to schedule a post to Facebook, I want it to run on the 06/02/2022 at exactly 10:12am. Can I do this? I’m using ClickUp and I can do exactly this but I have to admit, I like the simple layout of Airtable.

We’ve got several automations running that hit API’s and update records. Often times they run fine. Other times, they fail with this error: ERROR Error: Isolate is disposed on line 1 Line one is updateArray. This is the array:

Can anyone please recommend a developer that can easily set up emails in Airtable using Integromat and Sendgrid. I’d really like to keep all our comms inside Airtable but can’t seem to find anyone that can set this up. I’ve tried several different people on platforms like Upwork but to no avail. Not asking too much but I would like to: Segment our database with tags Set up email we can send to groups of people Add a HTML style newsletter we can send to everyone Any help with this would be greatly appreciated. Thanks Ronan

Hi! Is there an automation to create a new record with the primary field using data from the triggering (previous) record?

I am working on a massive base that has multiple columns and tables. I want to create a form that allows users to fill in information that will: Pick Main Record to Update Select an item from a list This is tricky part - once the form is submitted it will look at the Main Record selected to update and I need it to update the first blank defined column in that record. i.e. First Form Submission - Order 1 Column in Main Record = selected Item from list Second Form Submission - Order 2 Column in Main Record = selected item from list The caveat is that the form will be submitted by a few people at random times. The only important thing is that as the forms come in it updates the next Order # column in the main record.

Hi. I’m a non-developer. I have a table that has two multi-select fields. I want Airtable to find records that are tagged A, B, C or D in the first column, and automatically select the WINTER tag in the second field (WINTER is one out of 5 choices in that multi-select field). Can anyone help me with this? I can “Find records,” but I’m lost after that.

Hi! I see that this is possible, but I don’t really understand how to do it. We have two tables: State level information. Local information. Hopefully most of the overlapping information will be entered at the state level, and when someone enters information on the local table, an automation will push it there based on a single select field- if the value is one of the statewide options, many fields will populate. However, sometimes folks working on the local table will collect statewide information. When they select one of those statewide options, I need to set up the automation to work the other way: push info to the state level table if the record is blank. The additional twist here is that there may be 5 local records for one state record (ex: there is only one Delaware record, but it is linked to 5 records in the local table), so I also need to make sure only the proper information populates in those empt

Hi, I am looking for an automation that would automatically staff a member (update record) in the PM field PM Field: PMa / PMb / PMc Project Phase Field: A / B Rule: Each PM can not have more than 4 projects in phase A Each PM can not have more than 8 projects in phase B PM with the least amount of total projects in phase A+B get staffed, PM with the least amount of projects in phase A get staffed, if all matches, randomly staff one PM. if all PMs are overloaded, staff the one with the least amount of project in phase A+B Would love to have help with the script for the custom rule above. Appreciate all the help and thanks in advance!!

I create a new field in a table with no other linked fields It is a linked field to another table in the same base Airtable allows me to do that Then I select some lookup fields from this new linked table So far so good, just like the other ones ive done but Both of these columns keep populating empty I repeat these steps w same trouble :confused: I actually tried creating a new field to be the linked record in each table from a=>B and B=>a always empty then an existing single line text field in both directions [not the primary field] uff!

Hi there, I’m new to automatisation and coding, I checked online what was the difference between let and var and I wanted to know if there was a preference on using either one. Thanks

Hello, I am trying to figure out how to run the Field Tweaker scripting app whenever a record is created on a particular table. I have the app working successfully manually but I have not been able to figure it out thus far as part of an automation. I am assuming the code has to be changed slightly to reflect which field I want to tweak and what case but I am not sure if there is anything else I am going to need to do. Any help or pointers would be greatly appreciated!

Hello, Is it possible to automate this? Export csv from Airtable view Send exported csv to Slack channel once a month

Hello I have a table that tracks all outreach to our contacts with the final field of each record being a checkbox column that will be marked if the contact agrees to an appointment. The goal is to copy a record and all its fields to a new table (appointments) when checkbox column in the original contacts sheet is marked. Additionally, I would like to add a timestamp in the new table to stamp when the record transfers over to the new table… I.e. a timestamp of the date we confirmed the contact agreed to an appointment. I understand I can use the same table and different views however we already are working with APIs on the appointments tab for external automations, so I would prefer not to mess with it.

Hello, Airtable—I would like to request the following simple features for the automations section: A user should be able to name to scripts added as actions in automations, so that when users are looking at the overview in the “Steps” tab, they can easily see what each script is doing, without having to open up the code and read the code to figure it out. A user should be able to re-order actions in the automations screen. A user should be able to change the trigger to a different type after initial creation, not just update the previously selected trigger’s details. Currently a user has to create a completely new trigger, copy the contents and settings of the original trigger and each of its action steps, and then delete the original, all to just change the type.

I have table A with 5 fields and table B with 5 fields each corresponding to those in table A. Table B are checkboxes. If a field is filled in table A then I want to checkbox the corresponding field in table B. I want to use automation and formula. Please suggest how to do this. thx