Automations

Is there a way to add cells from an airtable to a message sent via automation? So if the conditions for the automation trigger are met could the message include information from variables/columns for the row triggering the automation?

I can create a date automation using “exact date” or one of the other specific choices I’m given, but I would like to have an automation (email sent) run every Monday (or whatever day of the week I want) but I don’t see that as an option. Surely this must be possible. Can someone tell me how? Thanks

For example, I have a table with columns. I need to automate the filling of the “URL” and “photo” columns. The “URL” will be the same for all columns, so I need it to be automatically duplicated when filling the “name” column. How can I do it? Next question: How to bind the column name “name” to a specific attachment “photo”? For example, so that when the name “rat”, is added, the already added photo, which is in this table, appears in the “attachments” column automatically? Thanks!

Here is another cool option for automation - alternative to Zapier and Integromate. This is self-hosted and free (fair-use license) https://n8n.io/integrations

Hi there, Still a little new to this. I want to create a timestamp date for when something moves to a certain stage (in our case from In Progress to Published). I’ve seen that there are some automation with “Last Modified By”, but I am nervous, that if someone goes in afterwards to update the entry, then it will distort the results. Is there a way to simply update a field with Date entered stage? Thanks Ilan

The Send Tweet automation worked well, but I am now getting an error : Twitter API error: Application cannot perform write actions. Contact Twitter Platform Operations through https://help.twitter.com/forms/platform. How can one get a resolution ?

Hey all, Super excited that the email automation now supports document attachments! I’m working on a set-up for a client, and it would be really helpful if I could attach a few of the documents in the record when they get their ‘new record’ notification. Problem is, I’ve got three document fields I’d like to include, any of which may or may not have documents, and the attachment automation only runs if it finds a value for all of the fields I’m trying to attach. Before I go all in on setting up views for every possible combination of documents existing, is there a workaround for this that I’m not thinking of?

Hi everyone! What I want is for several Airtable basis to ‘sync’ with specific worksheets in a single Google Sheet. I have been testing “When a record matches conditions”, “Append a new row to a spreadsheet” which theoretically should work. But I also need the record to get updated in real time in the Google Sheet, and be removed from there if it’s removed from Airtable. Or, if a column in the record is updated, I would like the Google Sheet to reflect that. That does not seem to be happening. Does anyone have any ideas of what I’m doing wrong?

There is forum category for Apps, Formulas etc… but Automations should have its own category.

Hello, when I create an automation to publish to twitter events with a specific date. This field appears like this on the tweet: 2020-09-30T15:45:00.000Z Instead of a more human-readable format. I want to get something like this: 30/09/2020 15:45? Thanks,

I have no idea where to start on a formula for this. :stuck_out_tongue: What I would like to accomplish is for Airtable to compare two start times and two end times and tell me which of them matches up. One start/end time would be for an event or concert, and the second would be for employee availability. I want to know if an employee has a start/end time that overlaps an events start/end time. If the two times match I would like Airtable to tell me which employees are available during that event or concert. I have two tables, one table is for the event and its information then other table is for keeping track of employees available time. Table 1: is for events and projects. It has a column that has a start time and end time. Table 2: is for employee availability. It also has a column for start time and end time as well. What formula should I start building out. Should I combine the tables together to make it easier? Any suggestions

Hey, I’m trying to add an attachment to my action email in response to a trigger. The attachment is PDF or PNG and is in an Attachment field. But every time I run a test, it gives me test error: Step failed. Failed to construct the value for “Attachments”. How do I get it to read the value? Your help is appreciated.

I’m surprised this isn’t an option. Is it for fool-proof reasons?

Hi, With the addition of automations in Airtable, I was wondering if it was possible to automatically click on a button each 1st of the month? I’ve seen the triggers “new record in view”, but not scheduled ones (for example: every day, every month, 1st day of the month, etc.) Do you know if that is possible? Thank you

Hi all, I’m loving the new Automations in Airtable, but getting stuck on what I think should be a pretty simple thing… I have a table that functions as an inbox for messages and attachments coming in via a Zapier integration from an email inbox. And I want to then use Automations to copy these incoming records to various tables where they’ll be processed - I have a growing variety of incoming message types so want to split out the handling of each type to a dedicated table. I can easily create new records and populate with much of the relevant data, but I cannot move an attachment(s) across to the new record in the second table. What’s the easiest way to achieve that? Thanks!

Not sure how to report a bug, however regardless of platform, when I go to click on an Automation flow I’ve built previously, the automation blinks and then its just a big blue box and I can’t see the edit screen for the flow. Ive experienced this 3 times now and it makes airtables unusable as this bug breaks standard functionality. Who do we need to ping and how can we get eyes on this by the developers? Please and thank you in advance

Hi, So I set up an automation and am receiving an error message that I can’t quite work out. The automation is “Create a record” and I am updating about 40 fields. The automation has run successfully many times. The ones that didn’t run were missing some fields, but so were automations that processed successfully. Anyone know how I can get more clarity on what specifically is happening?

Hi guys, I really need help with setting up the search formula for my specific case. We have an attendees email column in Airtable, which each cell will includes multi emails, e.g. email1, email2, email3. In the zap, I need to search certain email in this column, and find the right row, then read the other related info from the same row. I used the FIND("{{94825201__hidden_email}}",{AttendeeEmails}) in the search formula in Zap, which works, but it doesn’t apply to find the exact same email, e.g larose@test.com (let’s say email A), and rose@test.com (let’s say email B), when searching B, the system will find A. Then I changed the formula to FIND(", {{94825201__hidden_email}}",{AttendeeEmails}) , added ", " into, which can help to find e.g “, A”, but this doesn’t apply to the first email address, since there’s no ", " before it. Does anyone ha

Hello, I have a date field for the start date of my employees and I would like to set up an automation that reminds me after 85 days that their three-month review is coming up. Can someone show me how to set the trigger accordingly?

Hello Airtable Community! I just started to use the Automation feature and I’ve run into some challenges. I am NOT a developer and my Airtable base is used as a CRM for sales. What I am trying to accomplish is every time I update a specific field (Follow Up Date) within an individual record (trigger), I want to create a google calendar event for the specific date that I enter within the Follow Up Date field. As I attempted to put this automation together, I realized that the automation is doing what I asked it to do but not what I want it to do . I’ve learned that the information that I enter in the Follow Up Date is completely irrelevant because the trigger is fired on the event itself and not on the data within that field. That is my first issue. When the trigger fires, a google calendar event will be added based on the start date and end date that I select within the action and NOT by the date I have entered in the Follow Up Da

Getting error:

Hi all, I’ve almost finished our CRM, but I’m totaly stuck to have a rolling forecast. To simplify it as much as possible: I have an “OPORTUNITIES” table. Each record has a “VALUE in €”, a “CREATED DATE” and a “CLOSING DATE”. I would like, on a second table named “ROLLING”, where each record is a “DATE”, to cumulate all the ‘OPORTUNITIES’ records witch are open at a “DATE” (inbetween “CREATED DATE” and “CLOSING DATE”) in order to have the rollup of all “VALUES in €” per day. –> Having a rolling forcast of my oportunities within time. Thanks a lot

I set up an automation several days ago, which uses the “is before - today” condition to pick up any record which has a due date that has passed (along with a couple of other conditions), and then send a reminder email and update the “reminder last sent date”. However it appears the automation is only picking up records which have a due date yesterday, but nothing prior. Any suggestions on how to resolve this, or is it a known issue?

Hello ! First thing : great work on the Automations, it’s an amazing feature and I love seing the platform being improved every week ! I had a feature request : the “Send an Email” action allows you to use data from the Trigger Record to specify the mail recipient I’d like to be able to do the same with the “Send a Slack message” action, i.e., specify the channel with data from the Trigger Record. Right now I have to create one Automation per channel, which is cumbersome. Best,

The documentation page for RecordQueryResult says “…filtered to a useful subset of the records in the table.” I see that it’s possible to sort and specify which fields are returned but I can’t figure out how to actually filter on selectRecordsAsync. Being able to filter here would be awesome because then I won’t have to manually create views. (Or if it were possible to programmatically create Views I could create the ones I need when a new employee is onboarded.) Thanks!