Automations

I have a business account but not enterprise level (I’m a sole trader).I have two tables, each with dates (one was made using a Make connector to Outlook up to this month and the other a direction connection to Outlook going forwards) and a name as a unique identifier.I’ve tried pulling both sets of data into a unifier table but I then lose the date format and just have text. The date is key so I can then create a field with a specific timeline reminder for the unique name.I am VERY new to this and can only find moving to enterprise an option to then use synced tables but this is costly.I could backtrack so that I connect Outlook from an earlier date but I’ve spent a lot of time removing old data I wouldn’t want in my database.I’m finding I’m going through AI credits very quickly and not achieving my goal. If I need to start again, it’s an option :-)Anyone have any ideas? Thank you for any time you have to spare.

Hello, I work in a conservation lab, and we take items in for repair. We have student workers, and each of the students have a view of the air table that is essentially items assigned to them.In the main airtable I have a multi-select “status” field. This defaults to unassigned, but I can also assign things to myself or the students. We also have a “done/completed” in this multi-select that has an automation to date stamp another column when that is selected. The students view is based on an “assigned to” column that has everyone’s name who work in the lab in a drop down multi-select.I want to set up automations that if I select status “Conservator Workbench” in the first multi-select, it will automatically change to my name in the “Assigned to” multi-select column. If I change the status to “Student name” I want it to automatically change to the students name in the multi-select “Assigned to” column. I assume I will need to make an automation for myself and each of the student workers

¡Hola a todos! Soy la fundadora de Crisla, una agencia de diseño web, automatización e IA. ¡Hoy mismo acabo de terminar la ruta de Introducción a Airtable en la Academia! Mi objetivo es usar Airtable en la base central de datos central de mi agencia. La estoy conectado con n8n y modelos de IA para automatizar los procesos internos de mis asistentes virtuales. ¡Un Saludo!

Hi everyone,I'm looking for the best approach for the following use case.We have a read-only Shared View that we share with an external agency. They should be able to update only one field (Status Massnahme), which contains multiple predefined single-select status values.We do not want to give them collaborator access or edit permissions to the base.My initial idea was to include a button or link in the Shared View that would trigger an n8n workflow to update the record. However, since there are many possible status values, I'm wondering if there's a better approach.Has anyone implemented a similar workflow?Some questions: Is it possible to let external users update only one field from a Shared View? Would you recommend n8n, Airtable Portals, Fillout, Interfaces, or another solution? If using n8n, how would you pass the record ID and let the user choose from multiple status values? Are there any limitations with buttons or links in Shared Views that I should be aware of? The goal

Hi,Using “When a record matches conditions” I want to “Find records” using a result in a previous “Find records”. That result is originally a LookUp, which result I know I can’t use as a dynamic condition in an automation, giving a “Cannot assign list of string to string” error.Hence I created a formula field which CONCATENATEs the LookUp to what I though is a string. Regardless of that, I still get the same error, and cannot use the new formula field in the automation either.The result is a recordID so cannot format these into single selects, they are unique.What have I forgotten about how these work 🤔?Rgds,Björn

ich benutze eine Excell Tabelle mit ca, 20-30 Aktien, die ich täglich im Auge behalten muss um schnell reagieren zu können

Hi guys!If you want to make your email better with dynamic URL, just make it: [Link name](URL) syntax directly in the email body field:Link NameAirtable's email editor renders this as a clickable link automatically.TipThis works with dynamic field values too — if a formula field outputs Link Name as text, insert that field into the email body and it renders as a link when the email sends.Common mistakeJust pasting the raw link (https://long-ugly-url.com) instead of wrapping it in Link Name — the email then shows the ugly raw URL instead of a clean clickable word.

I have setup an automation so when someone emails a purchase request, it makes a record and notifies me in Airtable, however it doesn’t look like there is away to email an attachment and have it populate the attachment field. Is this possible?

Hello,I am currently setting up an automation to send an email when a form is submitted. I had also created an extension page that is a confirmation sheet of sorts for clients that auto-fills information based on what information is submitted via the form in question. I was wondering if it is possible to attach this extension to an email automation. Or even automate this sheet to send on it’s own without an attached email message.Thanks!

Hi everyone,My workspace is on the Business plan and the latest invoice was successfully paid after a prior failed payment.The workspace billing page shows:Plan: Business Invoice status: Paid Invoice amount: $54 Subscription status: Active Automation run limit: 100,000 per invoice periodHowever, the Usage page still shows 100,000 / 100,000 automation runs, and automations remain blocked.It looks like the billing entitlement was refreshed, but the automation usage/block state may still be stuck after the failed payment.Has anyone experienced this before?Does Airtable automatically refresh this after some time, or does Support need to manually reset/remove the automation block?I already contacted Airtable Support, but I’m asking here to see if anyone has seen the same issue and how it was resolved.Thanks.

Hi,I’m pondering how to build an automation’s “Find records” step when the “contains” direction is seemingly wrong. Apologies for the perhaps convoluted question, this was difficult to write :).I trigger the automation from a Project with a button and want to find the Contact linked to that Project, using linked RecordIDs. One Contact can have many Projects, but one Project only one Contact.The Find step now has “Contacts” as its table, I think obviously. But then the order of my conditions is that the first variable refers to “Contacts”, and the second to “Projects” where the trigger button is.I wanted to look for the Contact that would contain the Project’s RecordID (I have linked that data), but instead I can only look for the Project which contains (or “is”) the Contact’s RecordID. But since there may be many Projects to one Contact, “contain” would not work I guess.I want to reverse this logic or somehow look for the Contact that contains the given Projects ID.How could I go about

Created this automation to send an email if a new task is created. Shows it’s running correctly. However no emails are being received. Nothing in spam either. Query into Omni as to why suggests all the usual things, which I’ve confirmed are not in error. Any suggestions? 

Hello,I have a form I am trying to create for clients to be able to fill out and provide their information. I currently have it set to populate a new field for “Agent” contact information when they select that the “Client” and “Agent” ARE NOT the same. When they ARE the same, I want it to autofill the “Agent” field with the same information into the “Client” fields, but I do not know if this is an option and have been unable to figure it out. Hopefully that makes sense.

Hi all. I have an automation that creates a doc in Google Docs as one of its steps. It’s triggered by a button press in an interface. We run it 20-30 times a day. 90% of the time, no problem. However, 5-10% of the time it randomly fails to create the doc with a very nonspecific error: When we re-run it with the same data and so on, it runs successfully.The workaround is simply pressing the button again, which is fine, but I’d still like to know what is going wrong. Is there any way to see more information on this error? Or, has anyone else encountered a similar issue?-Natalka

I have an automation that runs from a button on a blank interface. I’m trying to fill in the qualifying Billing Sheet [Link] field with the value from the current Billing Sheet on the blank interface. The automation runs correctly, finding the matching records in the Invoice Task-Hours table. But it won’t link them automatically. I tried linking to the RecordId and to the Billing Sheet Title field. No dice. Note: the Billing Sheet Title field is a formula, if that matters?  

Hello, I received a message that my workspace reached it’s automation run limit. However, there is nothing that I have found in the admin that shows anything about specific automations for a specific base. I have scores of bases and it will not be worth the time to go through each one manually to find the culprit. If there is something I’m missing I would really appreciate the help!

Hi Team,I am currently using the Teams plan, and I noticed that the automation limit is capped at 50 total automations (including both enabled and disabled automations).Our use case requires additional automations beyond this limit, so I would like to know if there is any option to increase the automation quota. Is there an upgrade path, add-on, or alternative plan that supports a higher number of automations?I would appreciate any guidance on the available options.Looking forward to your response.Thank you.

After two years in the AI wilderness, finally the technology is allowing me to do business again with real opportunities to help other entrepreneurs and earn money doing it.  I have learned a lot these past two years, building an app concept in the mental health care space, and now AI audit tools for small businesses.  This past week, I struggled with two AI assistants trying to set up my lead generation database from one of the tools that were ready for launch. The experience, and an interview on YouTube with CEO Howie Liu, led me back to Airtable as a CRM for my new venture. Historically, I used Airtable for marketing content planning. I saw the value of integrations, but I didn’t want to pay for it. Now, I am hearing so many good things about what people have built and the huge benefits at the free level, I decided to come back. A lot has changed here too in two years. So, I’m hoping someone in the community can help me with their immediate experience with integrations through Make

Why when I get just only 1 item in a search node with airtable and 1 item in update record the API calls is not only 2?

Hi all - I’m fairly new to Airtable and hitting a roadblock… I have a form where people submit a list of activities they’ve participated in over a period of time. To avoid burdening the user with repeat submissions, I’ve set up my form/table with Activity 1, Activity 2, Activity 3, Activity 4, etc for all the different fields. However, I’d like to create a clean view where the data in all of those fields wraps up into one list of activities, as different records (i.e., if John Doe submits details for Activity 1, Activity 2, and Activity 3 all in one record, how can I get a list where John Doe has 3 records, one for each activity?).I’m struggling with how to make this happen. I tried nesting the records but it only works for 3 and I have 10 activity fields in my form. Does anyone have experience writing a script for an automation for something like this? I’ve never written a script and have no idea where to even start, so any guidance would be helpful!

Yatendra 

I have an automation that aggregates all the line items for an invoice - see attached image… That works fine but I would like to have each item be on its own line. So somehow I need to be able to insert a break <br> presumably. Not willing to go to Make or Zapier for this. How can I do this?  

Hi, how can I use script to prompt a user to confirm an action when a button is clicked on the interface? The Button is linked to a record picker on a Blank Layout.I tried adding this to my script:// Ask for confirmationlet confirmed = await input.buttonsAsync("Are you sure you want to perform this action?",[ {label: "Cancel", value: "cancel"}, {label: "Confirm", value: "confirm"} ]);if (confirmed !== "confirm") {output.text("Action canceled.");return;}But I am getting this error:Property 'buttonsAsync' does not exist on type '{ config(): { readonly recordID: string; }; }'.(2339)Here is my script:let table = base.getTable("Test Log");let view = table.getView("New");const recordID = input.config().recordID;let record = await view.selectRecordAsync(recordID);// Ask for confirmationlet confirmed = await input.buttonsAsync("Are you sure you want to perform this action?",[ {label: "Cancel", value: "cancel"}, {label: "Confirm", value: "confirm"} ]);if (confirmed !== "confirm") {output.text("

Edit after ~1h of investigation: it turns out these are rate limits that are the culprit. Which raises a new question: if I change the email address in the automation, will it impact the runs that are currently in progress? My guess is no. And so, if no, is there any way to trigger a re-run of the currently stuck runs?  I several automations running that involve sending emails. They have both run over 6k times until yesterday around 8pm many runs are stuck in “pending”. There are several things puzzling about it:There isn’t a clear cut off when the automations started getting stuck. See screenshot below: several still pending from before 9pm on Oct 16, followed by successful runs, then everything after 10.15pm is pending.2.Runs stuck at different steps. The automation has two steps: find records, then send email. The earlier runs are stuck at the step of sending an email. This makes it hard to verify which part of the automation is malfunctioning.Earlier runs pending at the step “send

Unbenownst to us and without warning, we ran into our Business tier automation limits. We run a mission-critical medical company. Is there any way to escalate this internally at Airtable? I have already submitted support tickets and contact forms. Ticket # 01168252. My business is literally stopped right now due to this and the repair process will be significant, and we didn’t have any warning whatsoever.