Automations

I’m coming from an Asana background and am trying to build a project management system in Airtable. I’ve watched several tutorials and gathered advice on setup architecture, but I’m running into a few issues with automation and record relationships.Current structure:Base TablesProjects (connected to my submission form) Teams Team Members Project Types Tasks Task TemplatesCurrent flow / logicRequest Type (submitted via form) → Project Type → linked Task Templates → Teams → Team MembersAutomation setupTrigger: When record meets conditions Lookup record Create repeating tasks based on Project TypeI’m running into two main issues:1. Task templates are not filtering correctlyWhen I submit the form, all task templates are being created rather tha

I’m planning an Airtable base for tracking search result data over time and would like to sanity-check the structure.The use case is keyword and competitor monitoring. An external API would return search results on a schedule, and I want to store each result with fields like query, search engine, date checked, position, title, URL, domain, and snippet.My first thought is to have one table for keywords and another table for SERP results, with each result linked back to the keyword record.For context, I work on TalorData, a Search API for SERP data, so I’m trying to understand the cleanest way people store recurring search result data in Airtable.For people who have built similar recurring data workflows, would you store each search result as a separate record, or store one full search result page as JSON in a single record?I’m leaning toward separate records because it seems easier to filter by domain, position, and date, but I’m not sure if that be

Hi!I need to track attendance for different cohorts put on throughout the year. Each cohort has multiple sessions and multiple attendees. When attendees are linked to a cohort, I would like to automatically create attendance records for every session linked to that cohort. Attendance statuses will be updated manually later. I am having trouble setting up the looping automation. I have never set one up before and I am getting stuck. Any help pointing me in the right direction is greatly appreciated! My base has the following tables:TABLE: CohortsFields:Cohort Name (primary field) Attendees (linked to attendee table) Sessions (linked to Cohort Sessions table) Session Record IDs (lookup field pulling Record ID from linked Sessions)TABLE: Cohort SessionsFields:Session Name (primary field) Linked Cohort (linked to Cohorts table) Record ID (formula field)T

Wanting the items in the chosen lookup to be actually added to the record. 

Be careful updating field types!I have a few automations that watch a field for updates to set a field-last-updated timestamp. I discovered that if you change the field type of a watched field from multi-user to single-user, if there is data in the field, it will consider the field “updated” and trigger the automation.This is not documented anywhere that I could find!  And it messed up my timestamps 😑  

I have created an email automation thats pulling the information from our grid view. But how do I get this to go full screen as its only taking up the left side of the email.I have checked other email notification and it takes up the full screen but it looks like everything I’ve done is matched correctly. 

Hi, I’m being asked to reseach wether its possible to sync filenames and links to files in a Sharepoint document library to an Airtable project.  It need to only sync filenames NOT the actual data.  Does anyone know if this is feasible?Thanks

J’ai une automatisation qui, lorsque je crée une entrée dans Table1, crée une entrée dans Table2 et copie la valeur du champ Nom de Table1 dans le champ Nom de la Table2. Mon problème c’est que l’entrée dans Table2 se crée, mais la valeur du champ Nom de Table1 n’apparait pas dans le champ Nom de Table2.Quelqu’un sait pourquoi? Merci!

Hi everyone! I hope I explain this correctly since I’m not an Airtable guru. I created an Airtable automation with Gmail and completed a project yesterday. I want the client to receive an automated email confirming completion of the project today. Images of configuration and results are attached, but the email hasn’t been sent yet. I assumed it would have been sent by now and it hasn’t. I’m CST and currently it’s 10:55am. Am I missing anything?  

Hello!I’ve been wracking my brain trying to figure this out - can anybody help?In my base, I have a main table named “Contacts” in which there’s a single select column for “Category” (stylist, producer etc...)I then have a table for each of these Categories with more info to add there.In those tables, I have added a Linked Record column to take the name from the main contacts table, with a condition:“Filter record selection by a conditionwhere all of the following condition is trueWhereCategoryisStylist” Even with that condition, it’s still pulling the info for all contacts. I even tried to filter by view, to no avail with the same result. Has anyone faced this before?

I have three Tables. - Commit Items, Invoice Header, and Invoice Detail. Lets assume that For Commit No ACB001 there are 4 Records in Commit Items Table with many records for other Commit Nos.. When the invoice is received for Commit No ABC001 and entered on Invoice Header table with Invoice No and Commit No ABC001, I would like automation to grab four records from Commit Items table and create those 4 records + Invoice number in Invoice Detail table. How do I achieve this? Just a reminder, I am new to AirTable.

Hi guys,I’m building a CRM within Airtable and need to create a two-way sync between Airtable and Google Calendar so if an event is created/updated/deleted in one, it automatically updates in the other. This is the current setup I have: A separate ‘Meetings’ table for events created within Airtable and a separate table that’s integrated with the Google Calendar (on the interface, it will all just be one calendar). I am trying to create an “Update Record” automation so if an event is updated in Airtable, it updates in Google Calendar but I’m running into some issues and with the vice-versa automation.The trigger runs successfully but the action always fails:

Hey Airtable Community!First time community user so please be kind! I work for an Event Production company, we are beginning to explore the possibility on switching to airtable.  We currently use an Edoc software called Pandadocs for our proposal writing.I am trying to figure out the possibility of when Documet completed → Airtable duplicates a prebuilt base and then takes the pricing table information in the doc and pushes it into each table accordingly.I will admit there is still a lot of details still up in the air, such as what is a table and what is a view? But I am focused on how mechanically I can make that kind of automation and what guardrails I should look out for? 

I’ve been building a workflow that connects Airtable to a CMS so blog content can move from planning to publishing with less manual work.The setup usually includes title, slug, content, images, publish date, and status fields, plus a draft/review/publish flow.I’m curious how others here manage content operations: do you keep Airtable as the source of truth, or do you use it only for planning?Happy to share the structure I use if anyone is trying to reduce manual blog publishing work.

Hey all, figured I’d ask this question and see if anyone has advice/experience, plus it’s been awhile since an Outlook integration thread in case of application changes…So I’ve got an active automation setup integrated with an Outlook calendar wherein people submit tickets and dates, and when a date is created an automation fires to create an Outlook event, with the Outlook ID written into the record for reference. Then when certain conditions are met, another automation fires to update the Outlook Calendar event by referencing the ID. For the most part (like 97% of the time) this works fine, but I’m having a devil of a time on that last 3%. Some of this is accountable to people using the data layer and fulfilling update conditions at creation, those are able to be rectified. The real bothersome one is that rarely the creation automation gets thrown the error Microsoft reported an error while processing this action: An unknown error occurred. I appreciat

I have created a “Release Planner” base in Airtable for coordinating all the steps we have to complete for a software release. I created one table called ‘Template”, and I copy that template to a new table for each release.Now, I want to set up automations to notify me and the assigned to person daily while any task is open, across all tables. I seem only to have been able to set it up on one, but then it doesn’t copy over when I copy the template to a new table. And I can’t seem to set it up the right way every time, plus it’s time consuming. Does anyone have a hack for creating a base-wide notification? Or a way to copy automations across tables?Happy to do scripting, but I would need detailed instructions, as I haven’t done that in Airtable before.Thank you!

Hi all, I am running into a challenge again related to automations and multiple select fields. I have a table where locations are input as “city, province” (I live in Canada). For example, “Toronto, ON”. When a record is approved, an automation kicks in and has to populate the location field in another table. The problem is that when I assign the location field in the 2nd table as a multiple select, the automation splits the city and province (“Toronto”, “ON”). I tried making the location field in the 2nd table as a single line text but still the problem exists. I have spent so much time trying to figure this out but am unable to. Is there a way around it? Thanks so much.I am attaching screenshots showing how the location is populated in both tables.

Good Morning, I am working on building a table where my daily sales data is entered, and that data point from this year can be compared to the same day of the week from the previous year. I am not a professional developer, so forgive me if my knowledge is at the beginner level. Currently, all of the data is populating correctly, but I have to manually enter in the SelfLink value. I have tried to create an automation for when a new record is created, however have been unsuccessful so far. Here is a screenshot of how the relevant points from the table are set up. My question is, do I need an automation, or is there a lookup field that I could enter into get the selflink field to automatically reference the corresponding day from the calendar week number of the previous year?Any direction on h

I’m running into an issue where the hyperlink is not being created in an automated email that includes a link to an Airtable form that includes prefilled fields using Markdown. I have hyperlinks in almost all my automated emails, which is a lot, and all the others seem to work fine, except for these ones that include pre-filled fields.  Example of a link with prefilled fields that is not producing a hyperlink[Home Assessment Scheduling Form](https://airtable.com/appi09WiT6MFsy9zo/pagYdHzqnzsTRVhmn/form?prefill_Efficiency Arizona Applicant Name={Applicant}&prefill_Your Email Address={Applicant Email}&prefill_Street Address={Full Address}&prefill_Project Number Form Submission={Project #}&hide_Project Number Form Submission=true) I thought maybe it had to do with spaces, but I’ve tested it with underscore, no spaces, and even found something saying using a + or %20 between wo

Hi everyone and Airtable Support team,I am writing to request a one-time reset or waiver of our automation quota for the current billing cycle.What happened: I was performing a bulk field update in our base (which contains approximately 18,000 records). I converted a Single Select field to a Link to another record field. I did not realize that this conversion would trigger an existing automation for every single record in the base simultaneously.The result: Our entire monthly quota of 25k automation runs was exhausted in a matter of minutes.The impact: Our entire content and editorial workflow is currently paralyzed. We rely on these automations for assignment notifications, status updates, and external freelancer communications. Without a reset, our team is unable to move work forward for the remainder of the month.Support history:

Hi guys,I have been trying to format my gmail body using html tags but i am not getting my desired output. The formatting looks awfl when sent to customer. Extra spaces have been added above & below the text despite setting the padding to 0. Here’s the formatting i have been using: <table role="presentation" width="100%" border="0" cellpadding="0" cellspacing="0"><tr><td align="center" style="padding:0;background-color:#ffffff;">  <table role="presentation" width="100%" border="0" cellpadding="0" cellspacing="0" style="max-width:520px;">   <tr><td style="padding:0px 16px 14px 16px;"><span style="font-family:Georgia,serif;font-size:10px;color:#aaaaaa;letter-spacing:4px;text-transform:uppercase;">Faisal Silk  ·  Order Update</span></td></tr>   <tr><td style="padding:0 16px 0 32px;"><span style="font

In a rich-text enabled long text I can use [] to create a check list.Trying to create a checklist by default in an automation using the same function but it doesn’t seem to work. Is there anything different I need to do if this is a capability? If not i can look into adding it to a script that I have earlier in the automation.

Hi,I’m a bit confused regarding exactly how to navigate the different situations when wanting to append data with Update Record automations. I see some seemingly random errors that I quite can’t understand.The basic use is clear,  add “back” the existing data that was in the field, then add the new data separated by a space or by a comma if it’s an array.But, how to deal with these situations?you don’t know if there is existing data in the field, so which input variable do you place first? The variable for the existing data, or the new? I seem to get errors if having the existing data variable first, indicating it can’t fill first an empty variable then process the comma and the new data.   if you use the values under FLATTEN in the variable token, should you use a space or a comma as delimiter? As FLATTEN transforms an array to a comma-separated string, shouldn’t one then use space? Or, should one not FLATTEN the data, and

I have a table (“Active”) with thousands of records, each with at least one photo, the table is refreshing more slowly everyday (we upload small file images). To help speed things up I have created a copy of the table (without data) and setup an automation to copy any given record to a new table (“Archive”) when two field values are met ( “status”=SOLD, and “Archive” checkbox is ticked). This is working now that I’ve mapped all of the fields from one table to the other. I want to continue the automation to delete the record (from the “Active” table) that has been duplicated from the “Active” table to the “Archive” table. Tutorials say to add an additional action, “Delete Record”, but I find no such choice when adding an additional action. It seems this should be an evident action, but I’m stuck. We have a “Team” level subscription so I’ve read the option should be available. We’re using Safari on Macs. All advice appreciated. 

Hi,It seems that the Google Calendar: Create Event requires a hard coded (chosen) calendar to place an event in. We have used a shared calendar for this, but it gets somewhat messy.Hence, would it somehow be possible to have the event placed in a dynamically chosen calendar? Either <current user> or somehow derived based on a variable (e-mail addresse for example)?Rgds,Björn