Automations

How can you send airtable updates to someone’s personal slack, pinging them instantly when they’ve been added as a collaborator. So far, all updates will be sent to a channel but not individual slacks.

Why, when creating automation, the test runs on the first line of the database? For example, if I created automation to send a letter, the first person in the database gets it every time if I make a change.

I have an automation set up to trigger when a single line text field in a new record is empty. The empty field is then populated with some text. The trigger works as expected when a new record is added directly in the airtable base but when an entry is added via a form, nothing happens. Any thoughts why this is happening?

Is there a way to set a timer on an automation? For example, if X happens, wait 30 minutes, then do Y. If not, a current_time() function could be really helpful, or both.

Hi there! Maybe someone can help me with that… I am trying for the first time the automations. I have created a simple one: When a record is created (in a base) > Create a record (in another base). And I added 2 fields to fill in automatically. The issue that I have is that the automation is working randomly. And I am getting emails saying : Something went wrong with an automation. Unfortunately, the email is not saying where it went wrong, so I have to look at all my records to find which one is missing. Anyone else is having this issue? Is there anything I can do?

New user here, how do you set up an automation to move completed projects from a main view tab to a completed tab?

First time I’m running the native automations and not sure what’s happening but the data from Airtable lands in completely different columns than the ones mapped. Anyone experienced this?

Hi, I have a field with 3 drop down statuses. One of them is ‘needs review’. I want to setup an automation so that when a date is met, the status of the relevant field is changed to ‘needs review’. The question is, what is the ID of the record I want to update? When I choose the ‘review status’ field, the options I see are ID, name and color. Is it ID or name? I’m not trying to change the name of the field. I’m trying to update the status of the record.

Hello, I’d like to create an automation that adds to the existing contents of a multiple-select field in a set of records that meet certain conditions. So far, I only seem able to create an automation that replaces the contents of a multiple-select field. Can any one advise as to whether this is possible, and how? Thanks! Brooke

Hello, guys I have trouble with automation. When I use ‘Google Calendar: Create Event’ action, and ‘All Day Event’ option is checked, I see unexpected notification options in created calendar event, instead of All-day event notifications I see notifications for not All-day events. Something like this: My setting in the Google Calendar:

Hello all, having some issues with some automations I created and needing assistance! 1st Automation type is triggered by when a record matches conditions for the field “follow up date” is on or before tomorrow to send an email reminder as the action. The goal is to have the email reminder send on date to be sure followed up in timely manner. 2nd Automation type is also triggered by when a record matches conditions for when specific fields are not empty and assigned to a specific collaborator to send an email alert to that collaborator to follow up. Originally all of these worked fine, the tests ran successfully and we received the emails for a few weeks and now nothing is coming through. I am not sure if something was changed or if I need to start from scratch again. There have been no errors or alerts that something is wrong. Maybe I do not have the right conditions triggered or should be using a different type of automation? Any assistance is greatly appreciated.

I’ll do my best to explain this as well as I can. I have a table with users and a table with invoices Depending on how many users are active (linked) on an invoicing record the price changes. In most scenario’s (99%) all users will need to be on an invoice. Currently, I have set up a form to create a new invoice (a new record in the invoicing table) that requires a manual select of all the users. Ideally (for now) I would like to automatically add all user in the user table to the record on the invoicing table (linked). I have been looking into the ‘update record’ automation but I can’t seem to find a way to auto-select linked records in there. Is there a way this can be done?

Hello! I’m testing the automations avaible in airtable and I’ve noticed that the email action doesn’t read html format. I wish to know if it’s possible the implementation of this service. Another question about the automation is about any partnership with a e-signature platform.

Hi! I have an interesting problem I’m trying to solve for. I have users who belong to groups and each group has a quarterly fee (can change). When the group owner creates a fee, I need to create a balance for each of the users in the group based on their percentage ownership. They’ll need to be able to pay the fee, then be marked as paid. My first thought was that the group owner could create the transaction and I could use automations to increase a balance tied to each user, but I couldn’t figure that part out. Any ideas? Thanks in advance.

Hello, I’m new. I have one table that has all my tasks. With a field called “Task Status”. I have another table containing People With the fields of “First Name” and “Email”. Which is linked to My Task table, under the name field name of “Business Contact.” I’m trying to create automation when I make a task status change in my table. Airtable automatically sends an email to only the person who is assigned to, under “Business Contact”. So far no luck.

Hello @ll, I’m not a programmer and I’m a bit lost creating my first script. I would appreciate any tips or help: I have a table for product stock, with several fields but quantity is the most important. In another table, there is a link to this first table item’s name and I created a form to record in/out’s. How would be the script so when you fill the form with a +/- quantity it’s add/susbtracted to the first table quantity field? Thank you so much, Angel

Hi community - I have a really simple automation configured that when a form is submitted to the “Onboarding” table 2 records are created. 1 - A contact in the People table is created (works fine from form details only 1 record created) 2 - An Organization is created in the Organizations table. Here is the problem I get 2 Organizations created, 1 with no values except the Organization name, the second record has all the values from the form. I have disabled automations & submitted the Onboarding form & only the single Onboarding record is created. I then enable the automation & suddenly 2 records in the Organization table are created. I have attached screenshots of the record creation steps in the automation. I cannot see a duplication in the automation process. I took any Integromat/Form software third party scenarios out of the equation & use a native Airtable form & it still duplicates the new Organization record. Any help is appreciated. Cheers Brad

Hey guys, I’m trying to develop an app to keep track of employees schedule (entrance and exit hour). With that, build an application to show the employes that are working and absent. I have two tables: The table were I have the information of the employees. The table of attendance, in this table a field is link to table 1. My question is, can I make a formula that return TRUE if the worker is in table2 (which is filtered to only show the records that have the date of TODAY), and FALSE if it isn’t. If you need any extra information about the tables, feel free to ask. Thank You :slightly_smiling_face:

Hi, Thanks for taking the time to read my comment. I’m using Airtable to create meetings between people. I have a database “members” with people information (mail, phone number) and another one “meetings” in which I have people meetings expectations. I’m trying to see how I can send an email to a person to propose a meeting with another one and if the person accepts, to send a google calendar invitation. Right now I’m thinking of this: Add a linked record to add a person record in a field in the “meetings” db and send an automated email to the person (I need the email person and the meetings expectations). If the person accepts the meeting, then I’ll use another record with a checkbox and then send a automated google calendar invitation with both people email addresses. It’s confusing for me if I’m processing the automation tools in the right way, what do you guys think? Thanks!

Hello everyone, I’m currently failing on something pretty easy to solve I think. I’d like to create an automation that will send an email when a record matches certains conditions. I also want this email to contain an attachment that is always the same (PDF file), that is not in my airtable. I cannot find any easy solution. Does someone have one ? Thank you Franck

Hi. I am trying to create an automation that tests if it is current date and if date field is empty, and if this criteria is met trigger to create a new record with date field as current day. Can this be done? Thanks!

Hey guys! I was working on syncing Calendly with Airtable through Google Calendar to create a new event in my view. I realized I needed to include a company name for easier tagging so I went back into Calendly and added a company name in the questionnaire. I filled it out as a test and want to retrigger the data so I could add that field to the automation. Similar to how in Zapier you can find new records to test with. Is this possible? I tried creating a new automation to find the new data with included the company name but it pulled the same old record. Thanks!

Hi. I’d like to create a custom action and allow other bases to use it. Can I do that by building an app, or do I need to talk to the dev team?

I’ve created an automation that works great in two of my bases. I just replicated in a third base and it won’t work. It gives the error “Updating the record failed due to insufficient permissions.” I can’t find any differences in the automation at all. I’m completely baffled. Any idea what insufficient permissions means?

Hi All, Is it possible to install JS packages (using npm/yarn) such as lodash or a custom script that can be used in Automation scripts? Thanks, Tommy.