Automations

Is there a way to choose which record gets referenced while setting up and testing an automation? I am setting up some email automations and I want to avoid emailing an actual customer during the testing and trial process. I have a sample customer and a record using the sample customer’s information created; but the record that is referenced for use in the actions section is an earlier record referencing a real customer. The record I want to use for all setup and testing purposes: The record that is being automatically referenced for all setup and testing purposes: I’m sure I could find a workaround by creating a blank new table or moving previous records around in some way, but it would be far easier to just select my sample customer’s record in my live table.

If a base has a date based Automation trigger to send an email, does that base need to be open and logged into in order for the action (i.e. email) to fire? I don’t necessarily plan on logging into Airtable everyday, but I’d like to receive the reminder emails when I don’t. Thanks.

Would it be possible for an automation to automatically flag a link as dead if possible? for example if a link returns a 404 would it be possible to embed code that detects that and flag it in the airtable?

Being able to push a new Contact record to HubSpot. Story: Automation: Connect column field in AirTable to HubSpot property. Create new contact record in AirTable. Check if existing contact exists (use email or name); if DNE create a new one, if Exists then populate missing fields. Let’s make it happen! AI

I love the idea to finally have Airtable have it’s own automation system. What I would wish for is to have a webhook to send to IFTTT, Zapier, or Integromat. I know there is a developer section, but because you have to painstakingly search a particular record by just format, it’s not possible. The closest there is, is by using Gmail to send a email. There is scripts, but I don’t think it supports sending a record to a URL (yet). I would love to see webhooks in the automations in the near future.

Hi everyone! I’ve used Airtable at my previous companies, but am now trying to find a few ways to automate the manual data entry I’m doing. Example: Our company uses Airtable forms for our customer onboardings. Once a form is submitted, I would like for one of my Bases in Airtable to automatically populate the form that was submitted. This way, I don’t need to manually add the form everytime one is submitted. Is this possible?

Hi I have tried different 4 different techniques to partly duplicate a record:- Automation record in view Checkbox triggers automation when record appears filtered view (checkbox true) Creates record populating two fields, a datefield from source record and the value of a lookup field (I’ve also tried getting the lookup value from a formula field instead of directly from the lookup field) as per @Jeremy_Oglesby suggestion in another post. Automation record matches true As above Integromat Webhook triggered by record in view pass record id to integromat webhook search table for record id create new record with date and lookup value Integromat Webhook triggered by record matches As above All of them are now taking 30 seconds to execute! I thought it would be pretty instant especially keeping the functionality all in airtable. I could understand the integromat round trip might take longer but if anything it’s actually faster but still slow! Any ideas why? Thanks Claire

I have a table in which users paste in the URL into a URL field, but they often paste in the wrong URL (https://example.com/edit/12345 is the right URL, and they paste in https://example.com/edit/12345#finished). I currently have a formula that replaces the cruft and puts it in a new field (SUBSTITUTE({Link},"#finished","")), but I’d rather use automation to update the field in place. Can someone help me with the script I need to run? Thanks!

Is there a way to send an automated email with all records added today?

Hello, I am building a matc hmaking app for jobs (offers and requests). I have two tables : first for job offers and second for profils in both tables i use many fields but 4 have same options (multi select). I would like to match those two tables based on the 4th fields, if all have same options then start an automation like email. Do i need an extrenat tool like parabola or it can be done inside airtable with linked tables for example ? How i can include data from a linked table automatically ? Thanks a lot for your advicess :slightly_smiling_face:

We have a list of vendors that will all need to complete certain steps before we consider them to be complete through our program. Each Vendor is submitted through a form by our internal team, and the vendor information lives in the “Vendor-Main View” tab. The Account Managers are then asked to copy all the checklist items from the “Master Checklist” (There are about 70) into the “Checklist” tab. The thought is that every vendor that comes in will each be unique, but the set of requirements to complete are the same for each vendor. Instead of copying the requirements from the Master Checklist, is there a way for me to create an automation so these requirements are created each time a new vendor is added to the Vendor-Main View tab?

I’m setting an automation to send a slack message using a lookup field (formatted as string). The automation doesn’t get the value from this lookup field. I get an error message saying “This property cannot be used right now” Has anyone hit the same issue or has something to add to help?

Heya everyone :wave: Super excited about the new automation features in Airtable! :raised_hands: We did some homework and made some handy walkthroughs on a few new key capabilities: How to Send an Email Automatically from Your Base Using Airtable Automations How to Connect Multiple Field Records Together Using Airtable Automations How to Automatically Add a Set of Tasks to Each New Project Using Airtable Automations How to Set Default Information on Any New Record Using Airtable Automations Hope those are helpful! Let me know if there are any others you’d like to see as well :point_down:

Is there a way via Automations-Update Record to set the Field value to a formula? I’m able to correctly set the trigger (tests successfully) and have set the Update Record Action to Record ID of the record(s) captured in the trigger. I can set my field output to a specific value (i.e. string for example), but I’m not seeing a way I can set the field update value to anything leveraging a formula. Is this currently supported does anyone know?

Hello - i need help creating an automation to send an email on a due date for a reminder. Is there a consultant or someone who can help me with this :slightly_smiling_face:

Hi, Any idea how to get rid of the Automations pop-up? Automations - great! - but how of this annoying pop up???

The Background: My kid’s school needed a Daily Health Survey that parents/faculty/staff/volunteers need to fill out every day, and I said I would help and now I’m stuck. I created a JotForm which dumps data into an Airtable base, and I use automations to create one big table that has all the individual pieces in it. The raw data goes here: https://airtable.com/shri5YgdoGt16lZGH The automations create this: https://airtable.com/shrgmvNxk4fWEwlYX The Problem: the principal of the school would like to be able to print out a sheet of paper every day that has the names of the students/faculty/staff/volunteers on it and their clearance statuses. So: Pablo Picasso - Cleared Zoey Beckmann - Not Cleared etc This is a great use for the Page Designer Block (I think), but in order for me to do that, I need to figure out a way to automatically link all of the records for each date to a single record in another table, and that’s where I’m stuck. Any advice? Thanks so much.

Hello, I am working on various automations for my use case, but don’t have previous experience with json or the airtable api. I’ve created a multi-step automation that relies on a couple of scripts to link fields in various tables. I am sure there is a cleaner way to do it, but overall it works when individual records are created. However, I have realized that when I batch upload a group of new records (as will be a likely use case moving forward) I run into a script error stating that the query for selectrecords has exceeded the max of 30. I would love some help figuring out how to modify the following script. I have two tables: Contacts; Companies When a new record is found in Contacts, it is supposed to search Companies and then create a link automatically if a matching record is found. I modified a script I found elsewhere in the community. Here is what I am currently using. //Define the table and query let cmpTbl = base.getTable(“Companies”); let cmpQuery = await cmpTbl.selectReco

I’ve created my first automation using the new Automations field in Airtable. I want to send an email when a record in a table is updated. The automation works – kind of. If I update the field, I do get an email. Well, that’s the problem. I don’t get “an” email. I get multiple emails. The field in question is a long-text note field. Editing the field to add a couple of sentences triggered seven or eight emails. Am I doing something wrong? Or is this feature not quite ready for prime time? I assume it’s me, but I don’t see what I’m doing wrong.

Hi all When using the automation with the trigger “when a record enters a view” and I start the automation, it always also sends an email to those records that are already in that view. Is there a way to avoid this and only send emails to records that come in to the view new, that is, after I started the automation? Shouldn’t be an option? I tried stopping the automation, then adding records to the view and then started it again, but same result. What am I missing here?

Super excited for AT to have the automations feature but I have run into a roadblock. I have an automation that I want to run and as part of it, I want to clear any data that may exist in a field. In Zapier you can do this with three spaces. Is there a way to do this in Automations?

I recently discovered Automation feature, and I would like to replace my many dozens of Zapier zaps. However, I am having trouble finding any documentation about it. There isn’t even a community tag for it! When I do any kind of search I come up with nothing. Anyway, I’m stuck in a couple of places, and I could use some help! I have a very large and kludgy Airtable base for my work that has Projects, People, Tasks, LineItems… over 30 tables, and the information is all connected, which is the purpose of Airtable! The most typical automation is to create a new linked record in several tables when a project is created. First I found a Script that would do this, and it works great when I click the button. So I copied the script into the Automation to be triggered automatically, and even though I’m passing in the RecordID using the config structures, I just can’t figure out how to make it work. I could use some help there. Here’s the code: let config = input.config(); let recordId = config

Hi all I have created an Unfulfilled Daily Orders view that filters orders that need to be put into production (handmade beanies :slightly_smiling_face: ) . Unfulfilled Daily Orders Link I need to AUTOMATICALLY create a table or view from this that summarizes the orders by SKU and the quantities needed so we can see what we need to produce. This table will look like this… Production Required I have created this Production Required table manually using a combination of linked records and roll ups and it seems to work fine. However, I need this to be created / updated automatically when new records appear in the Unfulfilled Daily Orders view. I was hoping someone could suggest a way this happens automatically with an automation or scripting block script. Please help! Thanks Claire

I want to use the new Airtable Automation Update Record to update a single select field when it appears in a view. The field is a status field. I have an automation that emails the person on the ticket to have them schedule an appointment when it enters my Needs Appointment View. Would like to use update record automation as well to change the status from blank to sent email to schedule meeting status. When I attempt to set this up, I get invalid input error. Any ideas?

Hi there, I’m new to the community so apologies in advance if this is posted in the wrong area. What I’m attempting to do is use the Automations function (next to blocks) to send an email when a new record enters an Airtable view: Trigger: When a record enters a view. Action: send an email. For the email address, I’m asking Airtable to lookup the email address from a linked record ValuesBy LinkedRecordId. When I select this, I receive the following error in red: ValuesByLinkedRecordId cannot be converted to a string When the action is changed to send a slack notification, that same email field shows a preview and appears in the body of the notification. I’ve tried changing the email field to short text, adding quote marks and commas, all unsuccessful. As a new user, I can’t attach screenshots to this topic. Hope this is enough info. DThanks