Automations

I have used different relational databases in the past, very new to Airtable. The solution I seek is to automatically lookup data from a large table matching the value of one field in a newly created record in a separate table. I tried using linked and lookup fields for this without success, cannot figure out how to make this work. Schema: 2 tables. Table 1 (inventory) has a list of all parts ordered for the project. One field is called “inventory number” populated with an alpha-numeric code. This table has a few thousand records. Table 2 (receiving) has a field for the scanned bar code, creation date-time, user, and “inventory number”. This table is only populated via the Airtable mobile app for the bar code scanning feature. Workflow (via mobile app) User opens Table 2 (receiving), presses the + sign to add a record. User scans the bar code. Bar code data populates the bar code field. User looks at the “inv

Hi all, I am new to Airtable and using Airtable as a CRM and Transaction Manager (Started with the RE Transacting Mngmt Base Template). I am wanting a “Lead” automatically switch to a “Client” in ‘Single Select’ when I link to a transaction. I am also having trouble having Client Database automatically update with Transaction information when I select the client in a Linked Field in the “Transaction” record. Is there any way to accomplish either or both in Airtable. Thank you in advance for any help.

I’ve been working on an automated loop for a couple of weeks and I don’t seem to be making much progress. This is for a research participant database. I have a record of the last time they were contacted. In 90 days past the date of last contact, I would like an email sent automatically asking if they would like to continue to be in our database. They fill out a form, hopefully with their names/usernames/emails/phone numbers already populated, but with the option to edit their personal info in case something has changed. The form also asks if they want to participate in future research. This form automatically updates their entry in the database and timestamps when they opted in/out of future research. After 90 days, those who opted in get another automated email, and the cycle repeats. So after a couple of weeks of research/trial/error, this is the process I imagine I should be creating but have not yet been successful in executing: I’m trying to get Integromat

I am working on documenting a language. I have a base with two tables. The primary field for the first table is “Words”. Examples of records in this field: Car, Day The primary field for the second table is “Phrases”. Examples of records in this field: new car, fast car, cloudy day, day of rest I want to create a linked field on the first table so that I can see all the phrases that contain the word. So, in the row for “car”, I want a record that will show me “new car” and “fast car”. I know how to link tables. It’s quite easy. I want to know if it’s possible to automate this. Right now, it’s quite cumbersome. I have to go into the linked field and manually add all the phrases that I want. I want to automate this so whenever a phrase is added on the second table that has a certain word in it (that matches to a word on the first table), it will automatically pop up in the linked field on the first table. Is

One feature I really miss in Airtable is automatically linking records. I know that I can manually link records, but I really need (OK, want) automation to do this. I’m wondering if experienced Airtable users have any advice to offer. Simplified use case: I’ve built a Quantified Self app in Airtable that uses IFTTT and Zapier (when necessary) to move data from the collecting app (Todoist, Strava, FitBit, etc) to app-specific tables. The data is ALWAYS timestamped. I also have a table of Monthly KPIs, where I set goals and measure progress. The Monthly KPIs table has twelve records: January, February, March, etc. To aggregate the data I am manually linking records from each app-specific table to the appropriate “month” record in the Monthly KPI table. I do this in order to bring the goals and the KPI data into the same table, where it can be analyzed and visualized using Blocks (which, I believe, can only take one table as a data source). On a per table basis, I

Hi all! First post here. Airtable has seriously changed my life. As someone who navigates the world with ADHD, this platform has, in the span of less than a month, changed the way I work and live. It is nothing short of a miracle. I absolutely love that you can automate tasks through Zapier, and I’d love to tap into that – but I have some questions about automating tasks without the use of Zapier, as I’m not in love with their price tag. $20/month for 1,000 tasks is a little steep, IMO, and, I’d also love to be able to customize the tasks more than Zapier will allow. Is it possible to automate tasks without the use of a platform like Zapier? Example: I’ve set up a marketing request system at my job, and when someone makes a request, Zapier places the request in my Asana To-Do list. I’d love to be able to do that without Zapier, but even more, I’d love to be able to add a checkbox in my Marketing Requests Airtable base (or in my Asana to-do list), and when I check the box to m