Automations

Hey so i’m trying to create an automation that copies a data from a table to another table and i’m having difficulties creating and keeps receiving invalid input The type of data i’m trying to copy and paste are links and i’m trying to trigger it using products names and check box like for instance if i checked the Link Available checkbox the link from one table will be copied to another table’s field

Hi, I have a synced table. In the destination base/table I have created additionally a single select field => this should represent the status of the record. Target: Change the created single choise, based on the condition that one of the synced fields has some specific text inside. => And this for each record. I set up an automation: Trigger: When a record matches conditions –> when “Synced_Field_in_Table” contains “xyz” Actions: Update Record –> RecordID => Record ID from step 1:Trigger Fields: “SingleChoiceField” Record(Step 1:Trigger)…Synced_Field_in_Table => Tests run successful & it did do it => But only for this one field. Whereas I wanted it to do it for all records matching that conditions (& there are quite few more). Is there a “loop” that can be triggered or something else I am missing. I would like to make

Anybody expert here with https://www.blendr.io/ ? I am wondering if there is a way to generate additional keywords based on seen keywords I have in AirTable. For example, I’d like to generate popular search keywords and phrases based on the seed keyword. It can be done on the Google AdWords website and they have an API. There is also an integration between AirTable and Blendr.IO so I wonder if it is possible. So basically, the input would come from AirTable field and it will go to Google AdWords and it will produce keywords and it will be then filled in AirTable again. I can’t get anything working and I don’t even think what I am doing is right. Maybe because I don’t have any Ad campain setup in my AdWords account? I don’t want to create a campaign, just want to generate keywords.

I know there is a bug when inserting a linked or lookup record in an outgoing mail (with the work around using an extra field with an ArrayJoin formula). But now I encounter such an error while trying to insert a value from a multiple select record (see attached screenshot). This results in an error, just saying that the message of the mail could not be constructed. Is this a bug or is there something special with a multiple select value? I don’t get it that in the screenshot it suggests ‘Making a new list of’, in stead of looking for the value of the chosen multiple select.

Hey coding wizards. My company is using Airtable forms to manage customer orders inside of a club. When a new customer fills out a form, there is an “Email Address” field as well as a “Confirm Email Address” field. After the form is completed, an Automation sends an order confirmation email to the customer with the mailto: address being the “Email Address” field. But occasionally a customer will mistype their email address which will result in an Automation failure, requiring me to send the order confirmation manually. Since Airtable has yet to implement verification fields, I just use the backup email address and hope it’s correct. I want a script that I can include into the automation that acts as an IF() statement. The logic being: IF email automation results in a failure (aka the email address does not exist), then repeat the automation using “Confirm Email Address” field. I feel like this could be a useful script for many service-driven workspaces in this c

Hi all I’m using an automation to update a date field with the last modified date but it’s updating the field with the previous day’s date. I’m assuming it may have something to do with timezones but not sure. Anyone got any ideas? Here’s a loom to show the issue:-

Is it possible to remove the Airtable logo when notifications are being sent to emails? My team is on Pro plan! I would appreciate any help, thank you!!

How do I set an automation so that every new job is automatically labeled as a RUSH if it’s due date is less than 5 days away? I understand the logic would be: If First Pages Due date is less than 5 days from Date Created date, set Priority to RUSH. Else Set Priority to Normal The 2 fields I’m comparing are date fields First Pages Due and Date Created. I have a Priority field with 2 options: RUSH and Normal. Not sure how to actually implement it :stuck_out_tongue: Thanks for your help! Karen

Hey ATers. I’ve built some pretty cool stuff for our business in AT so far! One thing that I have noticed from time to time. We have an automation that produces a Slack message, and every so often, this Slack message fails with: Step failed. Failed to construct the value for “Message”. I have traced the issue with empty fields that are being referenced. The field types referenced here that are empty are: -Single select -Multi select Specifically, the message consists of: Right now the Tot. Units, Units of Measure, Crop Type are all blank. If I fill those in (not sure which is causing the fail at this point) then it will work. Why not simply resolve to a blank / empty string if either of those are empty? Instead of just crashing out? I’d still like to receive the Slack message even if some of those fields are left

Would like to use airtable automations, utilizing the Send Email action. I would like to know if there is a way to set up an automation where the trigger would watch one or more cells to see of certain conditions are met. If the condition/s are all false then I want an email to be sent once a day, every day until the conditions for the row that the trigger is watching becomes true, then the emails should stop. Basically creating a daily reminder to complete a task, with email reminders until the task is complete then the email reminders stop for that task.

Hello i am new in Airtable and i want to do a webhook for integromat to retrieve data from airtable . I have the webhook link from integromat but i don 't k ow where and how to put it in airtable . Can you help me ?

I use airtable for project management and have a similar setup to this blog post - https://blog.airtable.com/automation-recipe-client-requests-emails/ I have a project that goes through multiple milestones and at each milestone, I want to trigger a notification email so it works like this - Project 1: Milestone 1 (in-progress) > Milestone 1 (Client review) > Send client email Milestone 2 (in-progress) > Milestone 2 (Client review) > Send client email etc etc. Like the blog post, I have a status dropdown that contains the following values: In-progress Client review Done As the blog post says, In our case, we want the trigger to fire when we mark a project as being ready for “Client review.” I’m able to get the trigger to

Hiya, Apologies if this has been answered before - please do direct me to where if so! I’m in the early stages of scoping a project, for which I would need reminder emails sent automatically from Airtable according to a review date as set in the record. E.g if the review date is on “October 16 2021”, Airtable sends an email on that specific date. However, in looking at the automations, it doesn’t seem to have the functionality to set the “when” to a field - only rudimentary options for “today”, “tomorrow” “is before/after”, “is exact date…” etc. Am I missing something here, or is there indeed a way to set this functionality? Any help would be appreciated! Best wishes, Matt

Hello everybody, I have an email I need to mass send it using SendGrid app. I am using Html and inserting some {Field_Names} in it. When using the html, {Field_Names} will not display the record. Can anybody help ? I am attaching the code here: body { background-color: #7F3F98; font-family: proxima nova; } h3 { color: gold; text-align: left; } p { font-family: proxima nova; font-size: 16px; color: gold; } a:link, a:visited { background-color: gold; color: #7F3F98; padding: 10px 15px; text-align: center; text-decoration: none; display: inline-block; } a:hover, a:active { background-color: red; IT IS TIME FOR YOUR YEARBOOK SELFIE! This message is from PROUD IMAGES® - Your School Photography and Print company. Hey {First Name}, This year we are doing selfie style photos for the yearbook. ***For optimal results you will have to open the link above from yo

Is there a way to make the automations to slack for a form more detailed? Currently they are very basic saying “A change has been made to a Quote request” but I would love it to say specifically what was changed or created. Is this possible?

It would be really nice to see automations be set to whatever conditions are specified, but allow it to still be built even if a ticket doesn’t exist that matches it yet. It’s a bit cumbersome to have to build a dummy ticket that meets each set of criteria just to move on to next steps. being able to have the automation skip a field rather than stop would also be huge, I have multiple versions of the same automation now because I have to have one if Attachments is empty and one if it’s not versus just including attachments if present, or skip if empty.

Hi there, I am looking for a way to generate a document using formstack when entering a view. After the document is created and saved as an attachment I want to send this using preferrably sendgrid. Formstack and Sendgrid are both apps. But can they be run by an automation? Hope someone has an answer to this. Thanks!

Hi folks, Airtable noob here. I’m using Airtable for a media tracking project and am trying to create automations to log themes, and I’m struggling. Here’s an example: My Primary Field, “Post Text,” is the text of a tweet. If the Green New Deal is mentioned in that text, I want the linked record “Green New Deal (GND)” to populate in my “Themes” field. Here is how I set that up: But… nothing is happening. What did I do wrong? Thank you! MW

Howdy, So I have a table of devices called “Devices Log” and I let people check them out to do testing with them. ‘Devices Log’ has a field called “Owner” which is a link to a directory of testers who can check out and own devices. The check out functionality is to submit a form on a different table called “Device Checkout Log” which includes linking the device being checked out, and the owner checking it out. Now on the record for each device is a linked history of who checked out a device and when, which is useful for when digging into ownership is necessary. But I want to have a sperate field listing the current owner only. Is there a way to make an automation so that when a new record is submitted, the ownership of a device is automatically updated to reflect the new checkout?

Hello Airtable Community, I am new here on Airtable and was hoping someone could assist me with my question. I have a “Master” Table in which I would like to configure a “Form” to populate in multiple tables within the same Base . I am looking for an option to populate the record from the form based on which table I select. The goal is for the form to fill the record in the “Master” as well as an additional table of my choice. ( to have it synced based on my selection) Kindly let me know if anyone has any suggestions. Thank you in advance!

I have a ‘Master’ table listing all the organisations we work with along with a fair amount of information about the organisation. There are other tables linked to the ‘Master’ table. The first field (column) of the ‘Master’ table is the organisation name. This is also the case with 2 linked tables containing different information. I am trying to use automation so that when I create a new record in the ‘Master’ table a new record is created in the 2 linked tables with the name of the organisation in the first field. I have managed to get the records created in the other tables but they are blank. How do I get it to carry the name of the organisation over? I’ve attached a screenshot of the Action steps. Grateful for any help on this, thanks! Capture|377x378

Could really use some quick help from the community here! Don’t be frightened by the length of this ticket. We think there is probably a very simple answer here that we aren’t seeing. Fairly urgent as this automation is critical to the business. Our team has created an automation meant to update records in a table called UNIFIED WORKSPACE DATA when a record is updated in a different table called WORKSPACE PRODUCT DATA. The automation watches a field called “stripe_customer_id” (type: single line text) in table WORKSPACE PRODUCT DATA – when this field is updated for any given record in the table (this is the trigger), the automation then updates a field in the UNIFIED WORKSPACE DATA table called “CUSTOMER ID” (type: Link to another field) with the “stripe_customer_id” that was updated in the WORKSPACE PRODUCT DATA table (this is the action). The Record ID for the action is found in a field called “workspace_id” (type: single line text) in the WORKSPACE PRODUCT DATA tab

Would love to know if it is possible to run a script in an automation that updates a task in ClickUp (and if someone could start me off in the right direction in putting that script together)? Clickup has an API that allows updating a task. It would require authentication, and the update is carried in json. Does anyone have an example of what script might look like for an automation?

Hi there, I’m trying to set up a Gmail automation, which I’ve done before just fine. For some reason, I keep getting the below error when trying to add in the Email field I have. Does anyone know why that might be?

Is it possible to have a second date created for a record, one that adds a new date when that record gets moved to a new view? What I want is for my editors to be able to check “accepted” in the New table and see the new date in the Accepted table.