Automations

Hi, I’ve been using the “Find Records” aspect of automations and super helpful. It doesn’t seem to be well documented anywhere though, and where I am very confused is that often there will a value from a previous step that I want to use (dynamic), but it is not available, only <>length. Unhelpfully rather than being greyed out, or not visible, I always end up clicking through to find it’s not available! From what I can tell, you can not use any of the following as a dynamic variable in the Find Records automation: Formula value Linked record Roll-up Considering those make up a large percentage of my tables, it’s a little frustrating! Indeed it seems that the only values you can actually use dynamically, are ones that have been manually populated. But that means either having to actually populate those fields manually, or using an automation to print the value int he field (so it looks like it has been cre

Hello all, I have an automation that is looking for a record with specific values. Sometimes it does not find the matching and it is normal (it is a use case.) I would like to know if there is a way to catch the error of the find function ? If not I was thinking of doing it with a script but I found it strange that in automatisation it is not possible to catch error or even do conditional branch. thanks for your help Alex

I have 2 tables, Customers and Requests. Requests a made with a form view with the typical customer details (Name, email, etc). I would like the send an email to new customers. The automation flow would be: Trigger: New record created in Requests Action: Check the Email column in Customers to see if there is a match. If the email from the Request is not found, send an email to the Customer to complete the new Customer form. I have tried with the inbuilt automations. Once the records is created, I can find a record, but I wan’t to run the send email step if there is 0 records returned, but the Automations only allow you to run the next action if something is found. I also tried to write a script for it. With scripting, once you implement the input variable you can no longer test the script. It also won’t let me return a boolean value. I wan’t nothing to happen if the email is found in Customers, and to only run when a new Request record is created.

A few questions if anyone could answer my queries that would be great, Can we email a link to the form of an existing data update using mini extensions automated? (By this I mean, I have a table with existing data inside it and the few columns have to be filled out by the respondent, I need to send the link of each form to different email ids, which is in the order of 60 people each with different mail id. Can I enter the mail id’s into each row and somehow make the link send to the corresponding mail?) 2.When I use miniExtensions to update the existing data, if I share my link with someone who does not have an account can he be able to enter the data and save it in the forms? Is there any way to export to Microsoft word from airtable? Any help is appreciated. Thanks

Hello! Is there a way to increase the limit of automation per base or are we really limited to 25? We’re currently working on a base that needs 10 tables and each table requires to have 5 automations (for email reminders). The first table (lets call it the General Phase) triggers the automation in other tables so I’m concerned that if we are really limited to 25 per base, I would have to create another base (Base 2) so I can complete the rest of the automation per table. This will conflict with the integration that we have for General Phase. There must only be 1 General Phase table. I hope you can help me out. Thanks in advance.

I created automation like this: trigger: when a record matches conditions - Has started (column name) = N action: send a slack message I tested the automation, it works. But when the automation will run?

I have an automated email set up, using Gmail, for informing someone when their video is scheduled to be published. This is trigged once the publish date date field is set. I have changed the publish date date format from ISO to friendly format, but it still publishes the scheduled date as ISO format in the automated email. Does anyone know how I generate an automatic email with the friendly date format? Thank you!

Hi, is already 4 days that I’m experiencing that my automation is reporting a fail on Facebook; I’m receiving an email from Airtable advising about that, but seems everything’s ok with my automation, also because it worked for some weeks without any problem. What’s wrong? Tks Antonio

Dear community. I need to set up an automation, which should be simple, but i’m new with automations in Airtable. I have a table of orders. Sometimes, several orders have been made by the same client. I want to be able to send just an email for every client, in which they will be able to see a table of all the orders they made. How can i create this automation? Thanks in advance for your help, Javier

Hello I have a a process automation that when a lead is converted to a customer (single select field), airtable automation create a new record in a client tab and a list of tasks to do accordingly. I have 2 types of tasks, 1 for product 1 and 1 for product 2. Everything works perflecty … however, when i selected 2 products for one customer I have a duplicate customer fields … I checked with the delete duplicate script, but i want it to be automatic. I attached screenshot, so maybe you can help … many thanks in advance ! Maybe there is some workaround with the automation set up. Is there anyway i can update when the client is existing, instead of creating a new line ? thanks !

Hello! I have an automation set up to send emails and I received the message below. Does anyone know why? I thought we could send up to 100 emails a day.

I am trying to figure out an issue where attachments in my Airtable records are being deleted - allegedly by me according to the record history - when I am doing nothing of the sort. I am using Integromat to create an Airtable record from incoming emails - the script includes populating an Attachments field in Airtable with certain email attachments. I then have a native Airtable automation that classifies these incoming email message records based on their content and updates a Message_type field That all works just fine, however in many, but strangely not all cases, the attachment then mysteriously gets deleted… Here’s the record history pane from one of these records (I’ve obscured the data fields) The Activity history shows the initial creation of the record via API, including an attachment, from Integromat, then the classification step u

I am trying to set up an automation such that the following are true: Record A has a field with Step 1 in it (single select). I want the automation to auto-create (based on conditions I’ve defined) a new record that carries over similar information but changes that single select field to Step 2. Is there a way to do this?

Hi all, wondering if anyone can help me out here. I am tracking some data which is time-sensitive and set up a trigger following Airtable’s recommended steps but I would like to customize it further by having the reminders triggered within 30 days before the due date. For example - if the item is due on 1 May, I would like the reminder to be triggered in April. How could I modify the formula? For reference, this is the existing formula as recommended by Airtable: IF( AND( {Due Date}, NOW() >= {Due Date} ), “Trigger Reminder” ) Thank you! Any help would be greatly appreciated.

Hi all, maybe a stupid question but I’m confused about how to format my automated mail. What my Airtable looks like: What my Mail looks like: What should i do that both look the same way?

So we’re managing our project management status on Airtable and we have ‘project management stage’ field(single selection) in the master view. I’ve set up an automation based on this field, using ‘when a record matched conditions’ as a trigger. It worked well, when the ‘project management stage’ field started to meet the condition that I set up. HOWEVER, what’s really frustrating is that the automation keeps getting triggered even though there is no change/update on the data field that I set up as the automation trigger. I checked all the change history of the record, but no change has been made to the field. Why is it happening? Why is it so buggy? This is extremely frustrating especially when we try to use this feature for external-facing purpose. I’ve been an advocate for using Airtable in our team, but I keep losing trust in Airtable whenever I see this kind of sloppy bugs and malfunctions. If the feature is not fully ready and tested, Airtable team SHOULD N

Hi all! I have a table that will have a check box field , which when checked will create a new record in the table (can do this easily). I want that record to be a duplicate of the original. I have 4 steps I would like to happen automatically if possible, but I have not found a way to do these: Is there a way to duplicate the record whole without having to add all the fields (there are a lot) to the action? I then want one field in the created record to have a value auto-populate from a different field in the original? I want to link the two records in a Link field that is present in each record. I want to check a box in a field of the original record to indicate a status change. Any and all assistance is much appreciated! Thank you in advance!

Hello Community, I am having an issue with an automation and would love some guidance. The automation is intended as follows (w/ pics below). Trigger: When Production Status field IS “Scheduled” AND Review Status field IS “Approved” AND Publish Date field (actually called Archived Publish Date in my table) IS “before today” Action: Update records’ Production Status to “Live” I can see that the tests are working, and the automation triggers when I add a new record meeting the above conditions, but when I run the automation, nothing changes to my existing records meeting those conditions. I was really hoping that it would update all pre-existing “Scheduled” records to “Live” to save time on data entry.

I have two tables set up. One lists a host of project related risks (Table A), the other is a database of risk summaries (Table B) Table A has a formula field which calculates a risk number (integer output) based on some user inputs in that table. There is a column next to this which I would like to output a Text response based on the calculated risk number. This text response is stored in a column in Table B. The link between the two tables is the Risk Number. Table B is a database of all the risk numbers and their associated data points (i.e. explanations, text outputs etc.). Each row in Table A will have a changing risk number as the project develops and as such, will need to “pull in” a text response stored in Table B each time. I can’t work out how to pull the text from another table based on a calculated value in the other. Any help with this will be greatly appreciated!!

I’m trying to create an automation that updates a record in one table based on a trigger in a different table (same base). The trigger table row contains the key to find the record in the action table. So I use the ‘find records’ automation action. Problem is, I cannot specify my key. I’ve selected the ‘Dynamic’ option as shown in screen print, which gives me the blue cross so I can inspect and select items from my trigger record. But when I click through to the column with my key I don’t have the option to ‘insert’ the value. Instead I can ‘continue’ to the columns properties and can ultimately insert the length property, but not the value itself. The column is a formula. Am I missing something here?

I created a new automation: Trigger - when a record is updated Action - create a record in another table I have selected the table and field to create the record. Unfortunately this is not working. Do I need to choose a record to link for it to work?

I am having difficulties with update action of automation. it keep failing the test and I do not understand why.

Let’s say I have a list of 10 vendors in a grid. One column contains email addresses. Another column contains a mark if I want to send that vendor an email. Now let’s say I’ve marked that column for six vendors. Can I create an action that will email those six vendors using the email addresses in the column?

I need to automate sending Ad Preview URLs to a client when the URL is created. I have their email address and the URL in a record. Please advise on how to automate sending emails?

Hello! We have a team of about 25 and we sell retreat weekends. Each team member sends us their available weekends and we work with clients to find the right match. We need a way to track what weekends we have available and where. We might search weekends by team member or we might search by the state they are located in. The sales process can be long and so we would like to be able to mark a weekend as tentatively booked, booked, or available. Right now we are manually writing dates in like a text field but that keeps us from using the calendar view or running the kinds of reports we want. Any apps that you can think of or integrations to help us track this? Please note that clients are not self-booking, we only need a back end solution for this.