Automations

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 this! Perhaps I’ve gone about this

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 I always have error : Can you help me please ? Thank’s for your help Matthieu

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!

With interfaces and Automations on my mind, this old chestnut of local date/time has popped up again. I’m the first to admit that I’m a slow learner, but can someone help me with understanding what’s actually going on here? //Automation Script: const now = new Date(); console.info(now) console.warn(now.toString()) I find it impossible to simply calculate my local date-time and stamp it into an Airtable record via an Automation script and it’s most frustrating. When I looked at this same problem last month, I employed a god-awful hack where my Automation script looks up a table that’s soul existence is for hosting a local-time offset for the script to use… :nauseated_face: There was a very similar/identical discussion, but it turned out the Scripting App handles this local date-time issue differently to the Scripting in Automation. Surely there’s an elegant way to achieve a local date-time date stamp into a field via an Automation Script? Post Script: On the plus side, I’m upp’ing m

Hey there, I understand the automation "when record enters a view’ will only trigger the first time a record enters a view. But what about the below “When record matches conditions, is any of” ? See picture below of my draft automation: For example If a record is marked as “Send Escrow Email” I want automation to run. If record, is later on then changed and marked as ‘Escrow Opened Already’ I want automation to trigger and run again. Will this happen? I want the automation to re-run because I am using the same webhook trigger into the single integromat scenario

I have a problem with airtable automations exporting the field “last modified time”. I created an autamation triggered by a record update and the action is “append a row in google sheet”. It seems it works fine but there is a problem with the time because on gsheet appears a difference of one hour. For example: it’s 12:00, on my pc it’s 12:00, i change a record on airtable and the the field “last modified time” is 12:00. This change triggers the automation but when the record is copied in airtable it shows 11:00. I really don’t understand why , i tried in gsheet the function NOW() but it shows 12:00 and i tried also the time formatting option “Use the same time zone (GMT) for all collaborators” but it doesn’t work. Someone knows why or how can i can fix this? Thank you very much

I cannot seem to find the right mix of terms to see if this is something already covered. TABLE-A has a number of Tasks in it. There are 92 records. TABLE-B has fields for CustomerName(Linked), Priority, and a TABLE-A(Linked) field. The primary objective is to allow me to maintain a list of tasks in TABLE-A which I can then use to build out a “project” for a customer in TABLE-B. I am trying to figure out how to create an automation that will “For each record in TABLE-A create a record in TABLE-B and associate with a customer of choice”. My secondary objective is to automatically update the project if I add records to TABLE-A, and the count grows from 92 to 100. I would like the +8 tasks to automatically roll over. I have not gone to scripting yet. I thought I could do a “if records appear in view then…” type setup but I am stumped. Any advice would be much appreciated. I am willing to work with any event that starts the process for primary objective (form submission, new record, somet

Hey, I want to sync my base with another endpoint. Thus I created an automation with a trigger on update > than fetch result with post request to other endpoint. The problem is, that I do not get any response. const res = await fetch(url, { method: "POST", body: JSON.stringify(body), headers: headers }) console.log(res.json()) I checked the fetch function with different endpoints, in Postman I do get the response back, but not with the fetch function from airtable. Am I doing something wrong? br Vinzenz

Hi there, In an opportunity table I have made a look up field that collects multiple delivery dates of a product into a single cell. When a condition is changed in the Opportunity Table (to ‘opportunity won’ or ‘sale’) a record is created in the Delivery Schedule Table based on the dates from that cell In the Delivery Schedule Table. The number of records created should correspond to the number of dates from the cell in the Opportunity Table. But no records are created when there are more than one dates. Is there a way around this somehow?

Hi Folx! Here is my scenario: I have an online event business and about ~100 contractors that are assigned events in custom software. All of the events are synced to table 1, and all the contractors are synced to table 2. The contractors are associated with their event(s) via a linked record field. All of this is done automatically and works like a charm. I would like to send a summary each week of the list of events the contractor has worked. I need help writing an automation that will: look up records from view for the previous week create a list of the records associated with each unique email address send the list of records to only that email address Where I am running into trouble is trying to have airtable send only the records associated with Contractor A directly to Contractor A. It seems like I could create a list of all records and send them to all contractors but that is not the desired outcome. Thanks in advance for any help!

I set an automation to deliver a daily report to my team Slack, triggered at a scheduled time. This report would find all active Projects (either using a preset View or a Condition) and then insert those found records into the Slack message as a grid. This is the AirTable guide I used (mirrored from email to Slack). Here are the steps: Set trigger at scheduled time. Use “Find records” action to pull active projects from the Projects table. This was tested using both a preset View and set Conditions. Use the “Send message” Slack action. Select the “insert records as grid” option. Check the applicable boxes for fields to include. Test action. Turn automation on and test using trigger. Each time, the records were not displayed in a grid format but in a string of code. Has anyone else run into this issue or requested support from the AirTable team? Thanks!

I am using the free version, no apps/scripts allowed. I can use automations, but when I add a button field to the base there is no option to link the button to an automation. Is there a way to fix that and connect the button with my automation?

Introducing Interface Designer :tada: we’re entering beta for adding branching logic to an automation’s actions :heart_eyes: Introducing Interface Designer :tada: Please send me a DM with your full name, company name, job title, and email address and I can get this taken care of :slightly_smiling_face: Hi @Jordan_Scott1 , This is great news that will certainly be welcomed with enthusiasm by the Community! Unfortunately, as far as I am concerned, I continue, against my preferences, to make a sparing use, not to say rare, of Automations as long as I can’t protect myself from a complete blocking of my Business Logic in case I would have exceeded the Limits by buying additional Automation CREDITS from you! This means that when I need Automation, I always first choose known external Integrators from whom I am sure I can buy additional Automation Credits, additional execution cycles! This is not my first choice, and I deplore it, both because it is not the best recommen

I have a zap that I would like to take an existing date from a field in AT, add a constant amount of time to it, and then insert the result as the value for a different field on the same record. For example, if record A had “Creation Date = 11/15/2021” I would want my formula to add a constant of 30 days, then insert the result (12/15/2021) into the previously empty “Due Date” field for the same record. I know Zapier has support for formulas in it’s “Search for Records” step, but I don’t see any of those capabilities in the 'Update Record" step. Does anybody have any experience with this, or know where I could find documentation?

Ok, here goes: I have a AirTable base that consists of multiple tabs, and I want to create an automation to help with some admin. So, in one tab I have a Sales Funnel where we put different sales opportunities on add-on features in different phases. When an add-on is signed by a customer, it gets moved to the “signed” phase. In another tab we have a project management kanban, so when an add-on is signed I create a project in that tab and I link to the sales funnel object. When the project is completed (Checkbox option) I want to move the sales funnel object to the phase “Activated” (Single Select field). I’ve tried different ways but can’t get it to work, so any tips would be appreciated.

HI, We have just reached the automation limit (100,000) and this is business critical operation. I have contacted Airtable through the sales page, but I need to increase the limit today. Can anyone please help us to get on Enterprise plan today? Is there any way to get faster support, because this is super urgent? Thanks

I’ve built out a reminder that notifies someone when a task due date is reached. The one thing I’m struggling with is getting the “to” field to populate correctly. I have a tab with all project contacts, including their work email. One the action item tab, an owner is assigned in a lookup field. That then pulls their email in as well, and my intent was to use that column to populate the email TO field. But because it a lookup field, rather than just an email field, the automation is failing. If I replace that with a single email, everything works fine. The formula I’m trying to use for that field is Field Values → Work Email (from owner) → Value. “Work Email (from owner)” is the lookup that is pulling from another tab based on the selected task owner.

What I want to do, and do not know if it is possible, is when I check a box and I would like a field in that record to change to a different option. So like in the photo below, when I check “Done” I want the choice in the Status column of the record to change to “Done” From its current selection. Is that possible? I’ve been wracking my brain trying to create an automation. Thank you in advance for any help you can provide.

Hey! So, I need to update an existing record, filling an attachment when a form is submitted. The idea is send a form where the employee need to fill a process number field (it can’t be a list) and attach a pdf or image. When this form is submitted, the automation verify the process number field value, find the same record in a existing table and attach the pdf/image. I’m trying this for a while, but no success… Is this possible? Thanks!!