Automations

What are the capabilities for managing a new hire workflow? I want to create a 15-20 step new hire process (probably via Kanban View). But from there, I would like to know what automations are possible. As the on-boarding process advances, am I able to send automated emails to the prospective employees? Am I able to send automated emails to existing employees within my current organization who are involved in the HR process? How is this accomplished? Is the standard Airtable account sufficient or do I need a different plan?

I’m trying to use airtable to manage data for a large research study, so automation is key here. I set up an automation so that when I enter a participants data into our “Screening” table, it automatically created a record in the “Master” sheet AND links to their record in the screening table. Here is what the “create record” automation looked like when it was working: It was working fine and dandy until today, I tried to enter a new participant and it stopped automatically linking to their record in the screening table. And now looks like this: Does anyone have any advice on why this would be happening? I haven’t touched this automation or anything related to it since it ran fine a week ago.

Hi, How to published information from Airtable to a specific Wordpress page ? The goal is to project Job Description automaticaly on Wordpress & then share it automatically to our Linkedin page ? If not possible with Wordpress, do you have any other alternative to live post information ? Many thanks Anthony

Hi! I’m not really familiar with how coding works so I just copied how others created their script. What I want to do is trigger the webhook by clicking the ‘Generate Invoice’ button and it will send the data from Airtable to Integromat webhook. Here’s the script that I am trying to run but Integromat says “No bundles were generated by this operation.” Can somebody help me with my script so this thing will run? Thank you! let url = “https://hook.integromat.com/{inset integromat webhook here}?recordID=Record ID”; let table = base.getTable(“Invoice”); let record = await input.recordAsync(‘Select a record to use’, table); let fieldsToSend = [‘First Name’,‘Last Name’, ‘Invoice Name’,‘Invoice Amount’];

Hello, I am curious if the Gmail integration will work with subdomains? For example I am sending out confirmation emails when a user submits a form informing them that we have received their submission. At the current pace I am using our main domain, but I am curious if it will allow subdomain email instead, as instead of info@domain.com it sends it via info@info.domain.com? I recently tried this but instead it reverted to my main Gmail account I verified with. Is there a step I am missing?

Hi, is it possible to automatically generate several new records at once AND give them names according to some kind of a formula? :o What I have: A “Projects” table & a “Sprints” table What I want: Whenever I create a new project, automatically create 10 new Sprints that are auto-named “S1: [project name]”, S2: [project name]", S3: [project name], etcetera. Example: Trigger: new record in “Projects”: “Buy the Empire State Building” Action: create 10 new records in “Sprints”: “S1: Buy the Empire State Building” “S2: Buy the Empire State Building” “S3: …” … …all the way up to 10. Any help would be hugely appreciated!

Hi, I want to send a message to a Slack channel and notify the members with an @here or @channel. Currently, the automation message sends a plain text version of @here or @channel. Is there a way to make this function as it does in Slack normally?

Hi, any way to automate this? Table 1 has 1000 “users” with lots of data for each user, including email address. Table 2 has a list of 500 email addresses only. What I’m looking for: if Table 2 email addresses are found within in Table 1 users, I want one of my single entry fields for those users to update in Table 1 from“l “No” to “Yes” Basically I’m trying to mark on Table 1 who belongs to Table 2 as well. Thanks!

I’m trying to use Google Calendar automation to create a sequence of 1 hour appointments in my calendar. I don’t have and don’t intend to create a field in my table that has the start and end time of each appointment entered manually. I was trying to develop a system at which the automation would count the number of appointments that day and automatically place the next one the hour after. Any ideias on how to create a field in the table that counts the number of appointments that same day? With that I could use DATEADD() to increase the starting time of the appointment by 07:00am + number of appointments of that day. Tks in advance!!

Hello Airtable Community, I hope you are all doing well and I hope that you will be able to help me with my little issue (little issue, but still trying to find the solution since weeks ahah) I’m currently building the website of my company, and to explain you basically Users can choose different bots from the interface and it goes to our Airtable Table : “BotsSelection”: The thing i’m trying to do it’s basically when “A_Activity” for exemple is “Active” I would like to automaticaly assign in “Used_Bot” the “Bot_A” id (if the Bot A and the Bot B is “Active” add id of Bot A and B etc, etc…). I tried to use Automation : So basically the issue is it work when it’s only one field who is updated, if I repeat this automation for every bots but the issue is it will delete the previous data instead of just adding one : Can you help me with my problem? Thanks a lot

Can I have a setting that when I add subtasks for them to automatically have the start and end date of the task they belong to?

Hubspot Airtable Workflow Integration automation only allows to update 10 fields of table, is there is any way to increase it

I have an issue with automatically creating records. I want to create a record in a separate table for each linked record in a given table. The automation fails when I add two or more linked records shortly after each other. Please check out this Loom video where I quickly explain the problem: Loom Video Is there any way to make Airtable Automations go through linked records in a sequential manner or do I have to use a script?

Hi there, We use email automation to send emails include a grid with records in the email body. How do I include a link to those records in the grid so that email recipients with Airtable accounts can click the referenced record and immediately be taken to the correct record to update? thanks!

I’m pulling from a designated “Email” column, but I’ve also tried switching to a Single Line Text field, but it’s not working. Not sure what the issue could be. :face_with_monocle:

I want the entry to be printed to audit the input

Hello all Here is my situation: I have collaborators working on TableFoo on a certain amount of items. When they are done on an item, they change the status and other collaborators take over on it. This other team is working on TableBar To ease the process, I need to add an Automation action that looks for this status change and creates a record in TableBar whenever it’s triggered. Problem is, one of the field I need to transfer over is a MultiSelect Field and when I use the createRecordAsync() function as follow, I receive an error let newRecordID = await TableBar.createRecordAsync({ "Tags":TableFooRecord.getCellValue("Tags"), }); The error is obviously that the “Tags” field of TableBar does not have the same choices as TableFoo. I read that the Automation is not able to use ‘typecast = true’. So I thought “fine, I’ll just add step that updates the option of this field in TableBar to have all from TableFoo and I’ll be good”. Turns out that the methods to do this

I have a script that has been in production for months and just recently the script is failing on the selectRecordsAsync() function… let config = input.config(); let tbl = base.getTable('Status'); let qry = await tbl.selectRecordsAsync(); for (let rs of qry.records.filter(id => id.getCellValue('Status ID') === config['Status ID'])) { <snip> break; } In the text editor the function selectRecordsAsync() the text is formatted as strikeout and I’m seeing this error message… ERROR TypeError: Cannot read property '0' of null at <anonymous> on line 4 at main on line 4 Can anyone shed some light on what’s going on?

Hello, I can’t get a link in my tables. I import a CSV file from my accounting into a table. I have created a link with this table in a 2nd table and every time it crosses the same account number, I would like it to add it to the corresponding field. How do I do this? Thank you

Hello! I am driving myself crazy trying to figure out a fix for this. I want to send out a new discount code to employees on a specific date each month (see attachments) I’ve added a field with ‘November code send date’ and ‘December code send date’ etc. I’ve also tried adding a TODAY() column and then setting the automation to ‘when today is exact date’ however it shows an error saying no data matches the said date. I just need to trigger to recognise the date I want the email to go out (with the conditions that the employee {status} is ‘active’ and {manual/order code} tag is ‘order code’. .

I’m hitting my 50,000 record limit and need to reduce size of my main base pending a more serious migration to a more scalable platform altogether. An obvious candidate for me is to eliminate my Postcode lookup table - this table contains many thousands of records and its useful for auto-populating my Users table with relevant locality data by inputting only the postcode. Is there any restriction on moving the postcode lookup table to an entirely new and separate base, then using a script automation to perform equivalent lookup functionality via API? ie can I use an Airtable script automation to hit the Airtable API and retrieve data from a remote Airtable base?

I’m trying to come up with a document tracking system with (Integromat,Dropbox,Airtable) and I’m trying to automate creating new records in airtable when added to dropbox and then assign a value to a linked field based on the folder the file is saved to. In airtable I have two tables; Jobs, Attachments with linked filed to jobs. I have dropbox watch folder (yes to subfolders). When a new file is added to dropbox job subfolder a new record is created with path, this value stored in “path”: /clients/3d/3d tracker/3d projects/21-982: Is it possible to create an automation that will assign the value of the linked filed to job 21-982 by breaking the path and matching the final folder? I’m guessing there is some regx here, which I’m not very capable of. Any tips or links to samples that could help me. Thanks!

I am sure this is simple but I can’t figure it out. I have a multi-select field. When I choose a particular selection in the Multi-Select field, I want any data in a different field in the same table to be deleted. I see how to do the trigger but not the Action. Any help would be appreciated.

Hi there, I recently set up an automation to fire off an email when a record enters a certain view. When I set up this automation, I had the email fired off from my own email (as I connected my gmail account and slack). However, we’d like to have the email sent from our HR email. Our HR person switched out my slack with their own and used their email for the automation. However, now when testing we receive the below error message: Error Message: Google reported an error while processing this action: Insufficient Permission If I switch it back to my email & slack, all works fine. I’m wondering if there are specific Google Settings which need to be adjusted. Anyone have any experience encountering this and how to resolve the issue?

Hi I’m new to Airtable and am still figuring out how to use automations. I mostly use the Kanban view. I have things that are weekly recurring and they always go through the same process. I’d like to get it so everything that has been marked as “shipped” by Friday, come Monday morning is back to “needs processing” (the beginning of the weekly work flow.