Automations

Hi there, I’m trying to set up an airtable automation to update an existing record in a table “new members” after that member submits additional information through the airtable form I’ve embedded on my website. The form is set up to automatically add their Memberstack ID to the new submission so I can match it to existing records and use this to update them but I cannot get the automation to work as it seems to be based on the Record ID field, not Memberstack ID. Can anyone help me out Thanks in advance Charlie

I'm trying to set up an automation so an email is sent out to a client when their video's status changes to CLIENT REVIEW. Specifying that wasn't a problem. However, when testing it, I keep getting an error message that the To field is empty. I've mapped it to a field containing an email address, and specified the exact record to use set to the correct Status, but keep getting this error. The token is set to pull the Value. I've tried the other options but get the same (non) result.How do I get this to work?Thanks

I am pulling in data from a webhook to create entries.  I need to prevent entries from being created if they already exist.Is there a way to use the Find Records and Conditions to prevent this from happening?If so perhaps there is a guide somewhere?  This is a very confusing part of Airtable imo.

Hi all! Im trying yo send a gmail with an automation, I want to send an email to a list fo mails which are in a lookup record separated with commas. I try to do this but the test says that my To field is empty Some help, pls? Many thanks

Hey guys, I have two tables—Email Info and IPT. When a checkbox is clicked in Email Info for any domain,  the domain and any one corresponding email address and its ID should be updated in IPT. I may select multiple checkboxes at the same time.Inbox details have multiple emails and ids. 

Hi Community, I have an issue with an automation - I have created this, so that when a new organisation is added, they automatically get added to my H&S Declaration table - however everytime I turn the automation on it creates a random selection of additional duplicate records in the trigger table (Organisation)? Any pointers on what I am doing wrong? Thanks 

Looking for an Airtable expert to help configure our database and workflow automation system for project management and team collaboration. Need assistance with base creation and table structure design, custom field configuration with different data types, automated workflow setup using triggers and actions - also need help with interface designer implementation for custom dashboards, integration setup with existing tools like Slack and Google Drive , and view customization including Kanban boards, calendar views, and filtering options. Requirements include hands-on Airtable platform experience, understanding of relational database principles and no-code automation workflows, knowledge of project management best practices and team collaboration tools. Timeline: 1-2 days, remote work preferred. Please share relevant Airtable base examples and immediate availability in your response.

Hi Everyone,I pay people through Airtable for piece-rate work. On the backend, the data is organised by tasks and by day (e.g. Task 1, Task 2, Task 3 – Monday; Task 1, Task 2, Task 3 – Tuesday, and so on).There’s a button that lets me “Email Payslip,” but when I use it the PDF that goes out to employees ends up jumbled. The tasks are out of order (for example: Task 3 – Wednesday, Task 2 – Tuesday, Task 4 – Monday), which makes the payslip confusing and hard for employees to read.Does anyone know how I can fix the output so the payslip shows the tasks in the correct order?Any help greatly appreciated   

I've a table that generates records through the Airtable built-in form. Each record comes with an ID from an external software. The ID is connected to accounts in this external software, so account 1 could have ID: 123, account 2 could have ID: 1234. What I want is to prevent the same ID appear more than once in the table. In other words: When the form has been submitted and the record has been created, I want Airtable to not delete, but make the user aware of the duplicate in the table. Is the above mentioned possible with an Automation? One think I want to mention is that I can't create an Automation for each ID since we have more than 100.000 IDs (accounts) in the external software. 

I am setting up an automated email and want it to go to the email (will be multiple emails) from a lookup field that has the email address in it. When inserting the Data from the Record and selecting the property that has the emails in it, it gives me options. I can not get any of them to work! The error is that the “To” input is empty. Screen Shot 2021-04-04 at 11.57.55 AM|672x500

Hello all, I am new to airtable and here is my problem: My database has few automations that run weekly (separate times and days). I would like something like a calendar, where I can monitor at any point if any of the automations ran and if it produced a changed output (its not always expected to). I have tried using the timeline and calendar interfaces, but those are based on fields and not automations. Have I missed something, any advice on how I can visualise what I am looking to do?Thank you

I have set up an automation to email myself and my coworker when a new marketing task is submitted through our airtable.Currently I have it set up with me in the to address field, and my coworker in the CC field. When the automation runs, it sends me a duplicate email, and my email is copied into the CC line. I initially had both of us in the To line, but then it would copy both emails to the CC line and we would both get a duplicate email.I've reset the triggers and retested multiple times, and I cannot find a fix for it.

Hi, apologies if this is a duplicate – in my searching, I only found questions about a Gmail integration. I’ve noticed that we’re having issues with automated emails being sent TO Gmail email addresses. The automation works in all other cases, but with Gmail addresses, we’re finding that recipients can’t find the email in spam/junk or promotions tabs. Is there a known issue there, or does anyone have suggestions for what might be happening? Thank you!

Hello. Thanks for any help on this.Can someone point me to a similar procedure that does the following:After a record is updated:User clicks a button to send a text with information from the updated record A SMS text is sent with this information to a constant, static list of telephone numbers.I’ve looked up several things on Youtube related to this, but they always seem to be too simple for what I’m looking for or too complex.I do use Zapier.  I did create a trial Twilio account.  I don’t mind sending with my own phone, this will only be 4-5 texts per week to 2 or 3 people.Just pointing me to a similar process I think I’ll be able to sort it out.Thank you.

Hi,Please guide me about how we can use scripting automation to run through the records of a specific service provider and update the closing balance (just like it is done in excel). I am providing my script below. The problem is, everytime a new entry is created in service provider ledger, the automation updates the closing balance as 0. I can’t seem to figure out what’s wrong.SCRIPT: let table = base.getTable("Service Provider Ledgers"); // Input from automation (recordId of new record)let inputConfig = input.config();let recordId = inputConfig.recordId; // Fetch the new recordlet query = await table.selectRecordsAsync({    fields: ["Service Provider", "Date", "Cr Dr.", "Amount", "Closing Balance"]});let record = query.getRecord(recordId); if (!record) {    console.log("Record not found.");    return;} let provider = record.getCellValue("Service Provider")?.[0]?.id;if (!provider) {    console.log("No service provider linked.");    return;} // Get all records of this providerlet provi

I am testing an automation setup where a user fills out a form with a multiple select field to indicate the social media platforms and post types they wish to share content on around a singular topic (i.e., they could select Instagram - Story, Facebook - Post and Instagram - Post all at once) and then an automation that creates new records in a separate table for each of the post types selected in that form (so, three entries based on the example I shared above). These created records are also linked to the initial table with a linked records field.The issue I have is figuring out how to update the records in the second table if anything changes in the first table (i.e., the name of the post topic or the social posts desired). I’ve attached my automation setup and am just stuck on how to populate the Platform + Post Type field when the first automation that creates the individual records for each of the multi select options chosen in the initial form.Does anyone know how to remedy this

Hi all,I am in the process of building an archive base to transfer records to in order to keep our operations base within its record limit. I have set up a basic 1-way sync that does not delete records in the archive base when deleted in the main base.Can I consider record comments to be lost? Or does anyone know a way to copy them to a text field?thx

Hi! I work with an appraisal firm. Each appraiser has his own Airtable base to track jobs and expenses and commissions. When a record in their base is invoiced and a checkbox marked, a record of that job is created in my Payroll base so I know to pay them on the next payroll. I have it set so that if changes were made to the record in the Appraisers' base, Make.com would search the Payroll base. If the record already existed in the Payroll base, it would update the record. If it didn't already exist, the record would be created. It all of a sudden stopped working. It isn't recognizing that the record already exists in the Payroll base. I didn't make any changes to the scenario in Make or the bases in Airtable. It just stopped working one day.Ignore the bottom branch, that’s working fine. It’s the top branch (Payroll) that’s giving me problems. I have Watch Records for the Appraiser’s base. Then search records in my Payroll base, looking for a matching job number  A filter saying that i

Is it possible to check how many automations have been executed in a given month?Thanks

Hello! I’m trying to create an automation that allows me to add someone to a collaborator field without replacing any data that is already in the field. Is this possible? That is, if 3 people are already in the collaborator field and I want to add a fourth via an automation, can the fourth be added without removing the other 3 that are already in the field?

Zoho Writer (wordprocessor similar msword) allows creation of powerful templates for mail merge, form generation etc. Has anyone created any extension to use airtable data to do mail merge for these automation templates.  https://www.zoho.com/documentautomation/

I’m trying to create an automation that sends an email to a table user when a “due date” field is tomorrow.  The trigger and action tests both get green check marks but when I turn on the automation, it shows a fail in the history because there’s nothing in the “To” field. It all looks like it should work so I’m not sure where I’m going wrong. Has anyone been able to make something like this work?   

Hi all,We're working with a List view interface where users use the relatively new manual sorting feature to create a list of approx. 30 materials that make 1 product. I've added an automation to copy these materials over to another product, which works fine except for the sorting.When running test runs with the automation, I noticed that the automation's 'Sort list' step, when set to sort by the 'Manual sort' field, gives a different result than the List view (or data view).In data view, I've copied the 'Manual sort' values into a single line text field and applied the same sorting to that field instead of the 'Manual sort' field. This results in yet another different sorting (which seems most logical to me, placing 'bXa' above 'bXWV' in an ascending list).I've attached images of the automation setup and the different results in data view. I hope this helps clarify the issue. Any help would be greatly appreciated!

Background: We're a Danish furniture manufacturer using Business Central and need to automate our supplier PO confirmation process. Currently, suppliers confirm via email/phone which creates data entry errors and delays.What We Want to Build:Automatic Link Generation:When new PO is created in Business Central, trigger creates unique Airtable form link Each link is PO-specific and pre-filled with PO data (item numbers, quantities, dates) from Business Central Link expires after confirmation or set timeframeSupplier Experience:Supplier receives email with unique link (no login required) Clicks link and sees only their specific PO details Can confirm quantities, update delivery dates, request changes, or split PO lines across containers Submits form which updates our Airtable baseSecurity Requirements:Links must be unique and non-guessable (UUID-based) No ability to see other POs or supplier data Form submission limited to one-time useBC Integration Workflow:Airtable form submission trigg

Hi All.  What’s the best way to set up the automation below—either in Airtable’s native automations or in Make—to reliably populate the linked field with the Trade’s subcontractors (particularly struggling to get the list of record IDs), and avoid reseeding after manual edits?Base: Dupl Construction Project https://airtable.com/invite/l?inviteId=invh3YFKHVkgkcl8h&inviteToken=ebe29e4b636f906f9bde46e9282074acf77e1634caac54dee00c188723eac427&utm_medium=email&utm_source=product_team&utm_content=transactional-alertsThe goal:  when a record is added/updated in the Subcontractor Review table and Related TRADE is set, auto-populate Selected SUBCONTRACTORS (link to Subcontractors, multiple) with all Subcontractors linked to that Trade. It should seed once (only when empty) and remain editable and continue to be linked to the Subcontractor table records to create quote requests from the selected Subcontractors (which may be different to the initial allocation) later.What I’ve tri