Automations

I have an automation trigger using “Record Matches Condition”. There are two trigger conditions separated by an OR. This triggers the automation but not for all records. If a record matched one condition and ran and then matches the second condition it will not run again. This is not my intuition about how an OR should work. The (sparse) documentation doesn’t seem to cover this situation clearly.

Hello Community! I am having trouble with Automations. I have my trigger (When a new record is created). When selecting my Action (send an email), I select all the fields I want to display on the email, but when I test it, it’s only gathering certain fields, others are left blank. Do I need to use a formula to select the fields? Or ow do I choose between < >name, < >length, or < > ID? I don’t know the difference between these 3. Any help would be greatly appreciated. Thanks!

Hi Everyone! I’m trying to make an automation that could send out T&C contracts to a set of people in my table. I managed to send out the T&C forms using a basic Airtable automation, but is there a way where it could change the status of a record after someone declined or accepted the form? Maybe with Integromat and Webhook? Thanks in advance!

I’m trying to use an automation to look for a record in one table to update a record on another table. I’ve created a form that I’d like my team to use to update students testing status (Yes/No) I tried to set up the automation with a Trigger on a new record created on the Test Update table I’d like to use the student name on this new record from the Test Update table and look up their info on a separate table to update their Test Status. It looks very easy to set up but I must be missing something obvious because I can’t get this to work. The trigger appears to be working, but in the update step, I get an “invalid input” error. Attached screenshots of how I set this up and the error info.

Hi there, first of all, I’m glad to join Your community! I’ve started exploring scripts yesterday and would be glad to catch some tips from the community :grinning_face_with_big_eyes: So… I’ve copied the Currency Converter Script to my Workspace, Adjusted it to my needs and synced it to my main Base. And now I want it to Update Daily! :smiling_imp: After some exploring I came up to a conclusion that this automation could work when a Currency enters a new view. therefore, i’ve created a new table with the desired Currencies needed to be up to date, attached them to a Date field, added Today field with the formula Today(), and automated it to update whenever the Date is not today. I’ve created a filtered view to show only today’s Date, Launched an automation to run whenever a record ent

I followed Provonosts tutorial on setting up a scheduler in AirTable but hit a roadblock. It looks like the actions available allow you to run a script but do not include running an App Block like Twilio. I have a view set up that I want to send a text to anyone in that view every day at 10:00. Is this possible? If it can’t be done directly, Is a possible workaround to create a script that runs the Twilio Block? If so, I have no experience in writing the needed script so any help would be appreciated.

new to the program and I’m trying to trigger an automation to run 30 days prior to a date (birthday) in order to send a postcard. I’ve set the to trigger when “record matches condition” and the condition to birthday (date field) is one month from today. It will only trigger when the year matches 2021 (one month from today) Do I have to strip out the year from the birthday field in order for it to trigger?

With the help of another Airtable member, I created a 3 table base: Projects, Tasks, and Subtasks. When a record is created in the Projects table, the automation populates 8 different tasks on the Projects table and in the Tasks table, and up to 5 or 6 different Subtasks on the Tasks table and Subtasks table. Each Task in the Task table also automatically links to the Project just created. I’m having trouble automating a link to the Project on the Subtasks table because I had to create a separate automation for each Task and Subtask (too many Tasks and Subtasks for 1 automation). Therefore, simply linking back to record is not an option. I tried adding an action on the first automation (When a record is created in Projects) that linked the Project column in the Subtasks table to the Project table. That did not work - because that automation came before all the Tasks and Subtasks were populated, it doesn’t connect with any Task or Subtask. Attached are screenshot

Trying to copy one field to another in the same table as stated in this article Update record Action – Airtable - Support I got a Received invalid inputs error message

New Airtable-r here. I am trying to build out a new base with a few tables within it. The goal is to create an automation where based on the update of status, a new record will be created in the respective table. I’ve set up the automation trigger as “when record enters a view” and created a filtered view for each status selection. The Action is set as “create record” and set to the appropriate table with fields selected. All the tests are running successfully, but the records aren’t populating in the tables. HELP! What am I doing wrong here?

Hi! I’m fairly new to Airtable, and I have a question about the automations. I’m building a form with a multiple-select field. I want to send the user an email IF they select two choices or more. As far as I can see, this isn’t a valid trigger in the automations window. Help is appreciated!

Hi everybody, I’m using a form view for each of my tables that end up creating somewhat of a customer support request. A customer would fill out this form, we’d then turn that record into a JIRA ticket. Because there are no automations that currently work with JIRA Server as well as they would with JIRA Cloud, I’d like to run a scripting block that checks all fields that are not empty and append the field name and it’s content to a Long Text field on the record. Example: “What you like to do X(FieldName): Yes (Content of field)” The Long Text field would allow me to just copy and paste all non empty fields and their content into a JIRA ticket’s description manually. Would like to know if this is possible or if I should look into something else?

I’m using a trigger where a record created in a table (a “campaign”) updates a field for 5 records (“pages”) in another table. This works. Now I want to link those 5 records to the new campaign record. I’m not sure of the syntax to use when separating the links. Either Airtable makes a whole new page record with all 5 page names concatenated (spaces), or only takes the first page name (paragraph break). I tried this with record IDs and same deal. The help text suggests this is possible (“Choose record(s) to link to, by entering record IDs or names.”), so I might be missing something obvious!

Greetings Airtable Community. I am working on a CRM for our referral business. I would like to have an automation that links the new months commissions with the appropriate Partner without having to go through and manually link the name. I start with a new Automation, the trigger is a new record is created on import. What scripting can I start with to query the table, match the MID, and then enter the partner if the MID matches all within the same table. Hopefully the screenshot helps explain.

Exploring AirTable for use with Google Sheets. I do not understand the built-in option for Google Drive connection. It seems to provide for 2-way syncing: If Sheet is updated then the connected AirTable base is updated. It also sounds like updating the base (with a form entry) would also update the G-Sheet. I’ve set up the connection and used the Google import to create a base from a Google sheet. But I am not seeing synching in either direction when I edit the G-sheet or when I update the base with a form submission. Maybe there is another configuration step I am missing (maybe scheduling frequency? I looked but have not found that setting.) But other posts outline using 3rd party connector services (Zapier, Integromat, etc.) to do this. Can someone clarify what synching is provided by the Google Drive connection in Airtable ? Thank you!

Hello. I need to send, once every month, the attachment (it’s always a pdf) in a particular cell from all the records that appear in a particular view. I can’t seem to Integromat to find and send the Attachment file… Any help?

Hi all! I just started using Airtable today, and my mind is spinning with all of the automation possibilities! I am stuck at the moment and could use some guidance- any help is greatly appreciated- thank you in advance! I’ve created a base that I am using to track the progression of people signing up to be a guest on a podcast. Here’s the desired workflow: We enter the names and email addresses of people we want to be on the show into the base. Once someone says yes, that contact record is moved from one status to another within a kanban view. I created an automation that triggers when the record is moved from one status to another in the kanban view. It sends an email with a link to a form. My issue is that I don’t know how to have that form update the current record that we created in step one, as opposed to creating a new record. Thanks for any help!

Hello :wave: Does anyone know if it’s possible to autopopulate a field with a link to the Slack message created as a result of a Slack automation?

Is it possible to only complete an action based on the output of a previous action? I would like to run a script when a field is updated, but I want to send an email based on the output of the script. If the script runs and doesn’t find any conflicts I don’t want to send an email. In this case I don’t really see a way to break out of an automation or send an email inside a script other than using outside API calls. How would you accomplish this? Would Airtable throw errors if I just put in a blank email in the to: field so that the step is executed, but it doesn’t actually send to anyone?

Hi everyone, I’m trying to write my first automation and could use your help with some basics. I need to use an automated script to modify multiple fields of the record and then I also need to take values to manipulate. The script below throws me the following error: TypeError: Invalid arguments passed to recordQueryResult.getRecord(recordId): • recordId should be a string, not undefined at main on line 4 I have an input variable defined: name: ID id: record (Step 1: Trigger) | Record ID Then my script looks like this: let table = base.getTable("Books"); let pitch = input.config; let allrecords = await seriesTable.selectRecordsAsync(); let record = await allrecords.getRecord(pitch.ID); await table.updateRecordAsync(record, { 'Status': 'Cancelled' }); let title = pitch.title;

Hi! I run a travel company and we have lots of client info loaded into airtable, including peoples dates of birth. I want to set it up so that I get a notification in my outlook email on the day it’s one of our clients birthdays. Is this possible? I’ve tried using the date field, but obviously peoples DOBs are in the past, so the dates don’t match up with our current calender to get notifications. Thank you!

UPDATE: See my last post for the ultimate solution. I came up with some inadequate solutions earlier in the post, so save yourself some time if you are looking up how to generate random items from a linked field. EDIT: to make this more clear for future readers—I was trying to do this in an automation script. It worked as a script app in Airtable, though my final script below is much more performant. I make heavy use of scripting in Airtable, as well as the API, and I am pretty comfortable with using both, but this simple script is kicking my butt for some reason… it either hangs after running for 3000ms CPU time, or quits with an “unexpected error”. At one point it also threw a “syntax error”, even though there is no syntax error, and that error went away on its own without me changing anything. AFAIK there is no way to ‘select’ records with a filter in Airtable Scripts, before fetching them all, so you have to select the whole friggin’ table (even

Hi all, i’m new to airtable I try to send an email from gmail but 1 have 3 fields missing in the received email + an unreadable date / time format Could you help please ?

Hi everyone, I was delighted to discover recently the automation function within airtable, allowing me to remove part of the automation I had with third party providers (Zappier mainly). I am however unable to solve one specific automation : I have a database with a unique line for each of my customer with its details and linked documents. Each customer is delivered a unique line in the database with a specific ID Each of them is also provided with a link to an airtable form that allow them to send me documents (in form of attachments) that I need (ex. copy of ID, copy of birth certificate, etc…) They provide these documents throughout the year and not in one time. That is where I created the automation : 1- It takes all the attachment from the new record (each time they add a document, its create a new record) 2- it copy and past these attachments in the relevant fields in the main customer record 3- it

I have a simple automation for a Pinterest automation. Pulls records from a field as it enters a view and pushes to a google sheet. Which is then picked up and pushed out to Pinterest via IFTTT. What I can’t figure out is why sometimes the attachment (image) URL is sent out as an AWS CDN link and sometimes it’s sent out as a dl.airtable link. The airtable links always work. The AWS cdn links work sometimes. More often that not I get an error that the image is no longer available. It’s the like the cdn link expires too quick for the automation. My push automation from google sheets triggers on when a new row is added so we’re talking about seconds here. Anyone have any guidance here? This is frustrating me to no end. My automation is almost there!