Automations

Is there a way for the automation to perform the action based on the response in a certain field e.g. if the response in the Gender field is ‘Male’ the record should be created on one table and if it is ‘Female’ then the record should go on another table. (I think I do need them on separate tables as opposed to creating a view as I need to link records. In my example above, on a male record I would need to select someone from the female table to match him up with and vice versa) Apologies if I’m not being clear.

Hi guys, I’m trying to cross-reference two tables within one base and add some automation. It seems like this should be relatively straightforward but can’t figure out a way to do, maybe overthinking it! Anyway, one table (“Completed Reviews”) is dynamically generated when a person submits a Review form. When the form is submitted, an automation creates a new record in this table, and a Reference ID is generated (i.e., Ref Id) based on a formula that parses and sequences certain text. In another table (“Assigned Reviews”) I’ve uploaded (from a csv) a single field that matches the Ref ID structure listed in the “Completed Reviews” table and have added a blank column (called “Completed”). What I’m trying to do is add a “1” or a “Yes” or some other signifier to the “Completed” column when a Ref ID is created in “Completed Reviews” that matches the one list

Hi I would like to know how to create an automation to copy a record view in one table and use it to create a new record in another table. This is time series data so I am copying todays data into a table with a history of data by date. Would anyone be able to help?

Hi, I want to automate the addition of email id in a synced table and checking up that emails id in the main table and updating the status. This basically means, that there are two tables one of them is a synced table to the main table. There are email ids coming in the synced table through webhooks, I want to automate the next steps that, once the email id is present in the synced table, the automation should look at that email id in the main table and change the signup status to yes. It would be great if you guys can help me with this, stuck over it for quite some time. Thanks in advance.

I’m looking for how to create an automation that updates date upon a particular field being edited, but only if the date was was blank. As far as I can tell, this is a multi-conditional automation… not sure how to implement 2 or more conditions in the automation. There may be other ways to go about this with scripting, but I’m not an engineer and don’t know how to write this.

Hi, I want to have an automation get sent every month. I followed the steps outlined here using the HOUR() function wrapped around `NOW() Automation: send an email every month at specific time of day to list of users, but because an hour is still 60 minutes, the automation fires more than once during that hour. Ideally, it would just fire once. Any ideas on how to make this happen? Thank you

Howdy, Automation slots are so, so precious. :face_with_raised_eyebrow: In order to ensure we stay under the Automation limit, I’ve had to switch everything away from “When record matches conditions” triggers to “When record updated” triggers, watch a whole bunch of unrelated fields, and combine scripts to be massive & idempotent. All good, but significant work keeping track of everything. :sweat: For some tables, we need the data to always be correct - even immediately after creation. For these tables, it seems like the minimum number of Automations is two: one on the update trigger, and one on the create trigger - just to set something inconsequential to trigger the update. My question is,º is there some non-human, non-Automation trickery that we can use to drop the number of required Automations per table to one? That is, how can I ensure the update event will trigger immediately after creation also - without using another Automation slot? Please

I want to insert data from a form to an auto reply that is a duration (hh:mm) volunteered. However it sends in seconds. So I made a formal field to divide into hours. The formula field is just blank. I know I can’t use look up fields but I also can’t use formulas? Thanks

I have an automation that is based on records appearing in a view. The view uses the “Last Modified By” to display any time a record is modified by a user, when the user is NOT “Automations”. Thus, once the automation is run, the “Last Modified By” is set by the system to “Automations” and it should disappear from the view. However, it doesn’t disappear as the “Last Modified By” seems to stay set to “Automations”, even though a user makes a change in the record (“Last Modified By” should then be the user, so it should appear in the view until the automation runs). AM I doing something wrong or is there an alternate method to empty the view of that record once the automation is run?

Hi, I am looking to create an automation so that it automatically updated a ‘status’ once the condition is filled but I am getting confused when asked to include the record ID. For example, I would like to automate the process so that once a campaign date reaches a specified time away (e.g. one month from now), that the ‘brand status’ tab is updates from one criteria to another (e.g. ‘live sponsor’ to ‘nearing renewal deadline’). Apologies if this seems minor, but I keep getting stuck at the reference to record ID. Thanks! Rachel

Hello! I’m working on an automation to send an email under certain conditions. I have two tables: Courses and Students, and the automation triggers when I make a given change to an entry in Students. It then should find the Course with the given course code from the Students entry, and send an email to the Student with some looked-up info from the Course. One example of something I want to embed is the Course’s schedule, which is a formula, returning text, in the Course table. I can successfully find the record from Courses, but the problem is that, when I hit “+” and drill through: Records (from Step 4: Find records) → Records → Field values → Schedule, hit “continue” the only thing available to embed is “length”, not the actual field value. Some other fields I can successfully embed, including fields that are Linked to Another Table. Maybe this has to do with the results of the Find being a list, but I’m guaranteed only to ever

Hi All, I am trying to set up a new zap to link my airtable form to Webflow, thus creating a new product in my e-commerce store. Unfortunately I keep getting the message below: “User is not authorized to perform this action: Cannot complete operation for the ecommerce collection [Products] with this endpoint.” If anyone can help that would be amazing. Look forward to the replies flooding in haha… Many Thanks, Mark

Hello people! Please community, I would like help to know how I make a record to be created automatically in another tab when filling certain criteria. Thanks!

Hi everyone! We have a “next in line” projects view in which the projects get added manually. I have created an automation that when a project gets updated whilst it is in this view, it gets a certain value. I used the When a record is updated and it seems to work fine. However as the projects get added manually to the view, it seems to trigger directly as the value gets updated when it is newly created. Is there a way to prevent the creation of a new record to trigger the automation? I tried searching for a workaround but can’t seem to find something. Cheers, Boy.

Hi All, Can anyone offer any guidance on how to version control scripts used in Automations? Currently, we create a duplicate base, run some automated tests on that base. If the tests pass, we copy the updated scripts over to the production base. It’s not ideal, so curious if anyone else has found a better solution. All the best, Tommy.

I am passing a duration type field a number value for update: let [audioFile, duration] = await concatenateFiles(audioUrls); console.log(duration); // this is showing a number with decimal // make the update await table.updateRecordAsync(record, { AudioURL: audioFile, Duration: duration, Status: {name: "Done"} }); All 3 fields are updated but the duration is always zero after this update. Do I need to supply something other than a number to the duration data type? Edit: I tried to use Math.round(duration) to no effect

Hi everyone! I’m trying to use my Airtable as a social media scheduler, and I’ve got a date/time column for when I want the post to send to Twitter. Does anyone know of a way to trigger automations based on the time of a column, as opposed to just the date? Right now if I use the trigger ‘when Date equals today’, all the automations fire at 12:00am instead of the corresponding time I put in the column. Anyone know a way around this, so that if I set a date/time of Oct 31 at 8:00pm, the automation doesn’t actually fire until 8:00pm as opposed to right when it becomes Oct 31 (ie. 12:00am)? Thanks! Connor

Hello, as a non-profit we regularly send a newsletter to our members. For this I use the Sendgrid app (we also have a Sendgrid subscription). Is it possible to automate this action so that the mail is sent at night, for example? Yours sincerely Geert

I have Facebook posts automations set up to post on the publish date but I’ve also added a time. Ascript runs around midnight every night and posts them all for the day rather than it posting at the times I have set. How can I correct this?

I’ve successfully created some automations to create an approval process when a status field says For Approval (trigger). The email goes to the 2 collaborators I listed in the action by email address separated by comma. Great. I’d like another action that notifies by email the “author” when the trigger is status Approved. That author could be 1 of 15 people and I don’t want to send all notifications to all people. Can I create an email action with logic that emails the “author” when that author is a verified collaborator with an email address associated with their account? Automatically pulling that author’s email info like a token? So far I can only see the option to set/pick the email addresses. Any help appreciated.

I have a “Created Time” field which I am trying to use to trigger automations. When I test the trigger, it says it was successful but is only finding 1 record when there should be many. I’ve tried setting different conditions, but no matter how I set them, the automation is not capturing the correct records. Am I missing something?

Hi, Is there a way I can insert a clickable phone number into the “send an email” automation? If I just insert my phone number field into the email, it shows the phone number but it’s not clickable (no Tel: hyperlink) Thanks!

Hello! I’m trying to automate a process for my client and I think Scripts may be the answer. Use Case: We’ve built a purchase order system. Purchase orders populate on the purchase order table and the accounting dept decides when to pay them. When purchases for a vendor or vendors are to be paid, a batch is created for each vendor on a second table. So imagine if you will, a February Mastercard bill with 100+ purchase orders. In an ideal world, it would be great if we could select a checkbox (next to each Purchase order) and it FINDS or CREATES a new batch on the second table. If the batch has already been created, the act of checking the checkbox links the purchase order to the batch. If the batch does not exist, it creates the batch and links the first purchase order. Side note: Batches have two statuses (Pending and Complete), So if it doesn’t see a pending batch for the vendor it would create it. Is this possible? We are also using Zapier.

Hi All, I’ve configured an automation that insert info from form to a google sheet. This form has a file field. When updating de google sheet, images files can be opened without problems, but other filetype as pdf, doesnot work. Airtable show “File not found message”. Any idea? Thanks.