Automations

I have seen several topics similar to mine but have been unable to get this automation working. My goal is to send an email per record in my summary table at the time defined in the “At a scheduled time” trigger. Each record contains, among other fields: 1) Name, 2) Email Address, 3) Lookup field with a list of items, e.g. “item 1, item 2, item 3”. So, the list of items would be different for each record. At the scheduled time I want to send one email per record to the Email Address field and include the list of items in the lookup field. I was using a Find action to locate all records in my table that have linked records, and therefore have values in the lookup field (using a view to find records). But when I preview my email, I see all the values of all linked records concatenated together, as well as all the email addresses concatenated together. I was hoping for one email per record with values from that record.

Hello everyone! I made a script that is triggered when webhook is received. In my script I created a finalObject that has all the information i need. My question: I have my own React-Nodejs app and I want to show this information, is there any way to get that finalObject from my own app? like making a get request to get the finalObject. I don’t know if i made myself clear, but thanks anyway!

Hey all, I need to write an automation for the following scenario: New record comes into a View (a potential customer is “Qualified”) Send data from that record to my estimating/invoicing system FreshBooks to create a new client. They have an API where this is possible – just need to figure out how to write the JS code to call the API. I’ve written some automation code before with AirTable in JS – so I’m familiar with writing JS in and of itself…its just the calling the API part that I need some assistance with. Thoughts? Thank you, everyone, Dinos

Hi I am new to airtable and would like to have some assistance from this community. I will try to explain what I want to build and hope that you can help me with some guidance how to do this. I want to create a database of let’s say 100 customers. Each customer has a couple of parameters that can change each year. For example: Total number of employees = 10, etc… Now I would like that on 2 different moments of each year these customers receive an template e-mail where we ask to fill in the potential changes of these parameters. If they complete this proces, the new data has to be send to the database and be filled into a new e-mail template that automaticle will be send to an e-mailadres that is also listed in the database in the record of this costumer. In a perfect world I would like to gather the new data via VideoAsk by Typeform. I hope this is a clear example. Please feel free to ask further questions or give more advice then asked for.

Hello! Estate Agent looking for a quick way to schedule our viewing requests. We get anywhere from 15 to 60 viewing requests per property we sell, and would like a quicker way of organising them. Currently we ask for peoples ‘general availability’ over the coming week (we list properties on Monday’s normally) - from here we put it all into a spreadsheet with their preferred day, then confirm appointments to them after about 1-2 hours of working put a schedule where EVERYONE can get a viewing. We’d use a tool where people can book themselves in, however 1) with so many viewings if people book themselves in people miss out and 2) on one or more days you get people right at the start of the day and one at the end of the day, so makes the rest of the business inefficient (we are a two person team so super important to be as efficient as poss) Is there a way of creating a table where we can put in peoples availability and it organises it into the most e

Hello ~ I’m sending out weekly automations to our staff on Mondays. The first one went out this past week and we noticed that we would like it sorted by date. Is this possible to do?

Is possible to send an automated sms using only Twilio (or similar apps) and Airtable, avoiding the use of zapier or other third-party apps?

Hi everyone! So, we have a synced Google calendar in one table and want to create an automation with that information in another table, either updating if person exist already or creating a new one. We are having trouble with the dynamic fields though, is there anyone that could possibly help with this? Thanks!

I want to use automation to send a tweet when a date field is a day after today. But I don’t want all records that match that condition to trigger sending the tweet at exactly the same time. The actual time could be any random time during the day or spread out at fixed intervals. The important thing is that they go out on the correct date but don’t go out at exactly the same time as there can be any number of them and that would be poor form on Twitter. :grinning_face_with_sweat: My thinking is that I can have two conditions, one for the date and another that matches the current time with a sequenced or randomly generated timeslot. But I cannot quite work out how to do that second part… Any ideas?

Hi everyone! So, we have a google calendar synced to our base in a table. We are trying to take the information in that table’s description field and extract elements (which we did with the regex formula) and create a new record in a separate table with that information. It’s giving us problems. It doesn’t allow us to use a field with a formula on the create a record. Any suggestions?

Hi all, An incoming webhook I’m using for automation is sending an array, and I want to display this as a string. I found array functions for Airtable which would fit my need, but it seems those are not parsed in the “create record” action functionality when configuring this automation. Is there anything I can do to use this property? Also, when I pick the “insert as grid/list” options I get a popup with “An error has occurred”. But maybe I have the field type wrong? So if I can get that one to work that would be awesome too.

i would like to set up a automation to copy the( date created field value ) to another date filed i can do this via a formula but i need it done via a Automation

We are collecting payments with Typeform via Stripe, all responses land into our table. Is it possible to trigger automate refund for a payment from Airtable? Has anyone had any experience with this?

Hey everyone, Is it possible to turn automations on and off from a script? I’m trying to turn them all off automatically during weekends, so messages don’t show up until monday. My caveman way would be something like const d = new Date(); let day = d.getDay(); if (day !== 0 && day !== 6) { //Turn all automations off } Would that make any sense? Or would it be better if I leave my automations on forever and try to script them in order to only activate on weekdays? Thanks in advance

Hi, I am trying to set an incoming webhook to create a new record. When testing the webhook, it doesn’t work. I got a 404 response and the test gives me the following error: “This URL has not received any requests recently.” That is happening immediately after I curl the hook. anybody with the same error / situation?

Hi community, I need your help. I try to create multiple records with automation. If the new record created has the product A and “3month”, you have to create 3 records : 1st record : Add the product 1, product 2 and product 3 2rd record : add the product 4, 5 and 6 … To match the product i have to add when i create record, i create a data base with : Product A : Month 1 / Product 1, 2 and 3 Product A : Month 2 / Product 4,5,6 … Can you help me please ? Thank’s a lot, Matthieu

Hey all, I’ve been working on a Powershell script that creates many text files of various directories scattered on a network. Each text file contains lists of the file content of a network directory, name and extension. I figured I may as well use Airtable to audit each text file - which it does well. But the catch is, I’m not sure how I can actually parse a text file that I’ve uploaded into the Airtable attachments field into a Long Text field. Can this be done via an Automation? It was great when I discovered that I could bulk upload Text.txt files into separate records via the Gallery View Yellow button, simply select a bunch of files and drag it to the button - Excellent - that solved my first hurdle!!! But… now… I’m slightly concerned that as easy as those text files were to upload, I’ve no actual method to copy their content into a Long Text field and then do my usual Airtable formula thing to pull the text data apart. Appreciate any guidance on thi

I have a series of views which capture items at various stages in a process based on filters of the dates and values, but I am hoping to get a daily snapshot of the queue sizes which can be exported into a excel report to show the progress and change of any bottlenecks. Is there a way to capture the number of items in a view, and if so for a given period in time? I was originally thinking of using an automation trigger based on a value that calculates which view it should be in, but time triggers do not seem to look at anything that isn’t time related.

Hi, Here’s my problem. I need to build monthly funnel statistics showing me how many candidates were on each step (each step equals some status: new, interview, test task, etc.). For example, I have 25 new candidates (status “New”), 20 of them passed the 1st recruitment step (status “Interview”), 15 of them passed the 2nd step (another status “Test task”), and so on through the recruitment pipeline. Stages are single-select type field. Question. I didn’t find a suitable app to cover this goal, can you please suggest if there is a solution to show us such historical statistics every month?

Hi, I sell box plant with suscription. The customer choose on my website 3 ou 6 month and one on the subscription type : A,B,C,D. The record come from shopify and come to Airtable. I want to create a record by month with the product i have to send : for exemple, for 3 month, 3 records with the product i have to delivery. The record will be : MONTH1-(ID of the order) : product 1,2,3 MONTH2-(ID of the order) : product 4,5,6 To help, I create a separate table which say : Subscription A / 1st month = Product 1, Product 2, Product 3 Subscrition A / 2nd month = Product 4, Product 5, Product 6 … I do it for all subscription type. I try some automation but i have some error : if subscription type is A and this is the 1st month, put on the column “product to send” the product 1,2 and 3 if subscription type is A and this is the 2nd month, put on the column “product to send” the product 4,5,6 and 3

Hello great community. wonder if there is an option where we can get a custom email ID for a record for example (recordxyz11234@airtable.com) and when we communicate with this email id, all history will be logged in the record history as chat or notes This exact feature is in clickup, any recommendations how to do that native or via automation tool? thank you!

Dear Airtable Community, I need your help with the mailing automatization. I need to send the same email to mullite people. Here’s my issue: I created an automation of sending out emails which works great. The only thing is that most often, I need to send out the same email to multiple people: I need that emails send automatically to several recipients’ emails that I put into each record. I’ve tried using a long form with “email1@email.com; email2@email.com;” as the Email Address Field, but it only sends to the first email. Could you please tell me if it’s somehow possible to do? Thank you so much in advance Olena

Hello, I have two date fields: one set as a date type for content entry/management and the other one for specific time zone display purposes. This works great at in the table view: However, when I want to display those same values (grid view) in an automation email, my formula for the formatted date renders nothing: This is the formula I am using: DATETIME_FORMAT(SET_TIMEZONE({Date}, 'America/Chicago'), 'M/D/YYYY h:mm') Looks like this is a related issue: Automations not displaying formula references and date fields. But this does not appear to have a resolution. Thanks for the help!

I am using airtable for a membership database. I have a table for youth and a table for adults. I use a formula to calculate age and when members turn 18 they are copied to the table for adults. BUT every now and then the birthdate field gets copied over incorrectly and I get the most bizarre ages. For instance a test record was copied over with the birthdate 10/1/0200 instead of 2000 so they are listed as being 1,821 years old. And it’s not happening every time. This one happened today but a record from last week copied over correctly. Anyone have any ideas what I should look at?

Hello! I’d like to have a set of single select options that indicate a follow-up timeframe. Example: 2 weeks, 1 month, 2 months… I’d then like to have an automation generate what that date would be, where the automation would take the record created date + that amount of time (2 wks, 1 month, etc.) The date generated by the automation would drive a view that looks for any follow-up dates within a week’s time span. I know how to create the view, I’m just hoping that it’s possible to create the automation to update the follow date field based on the option chosen within the single select field. Is this at all possible? Thanks in advance!