Automations

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!

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

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 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

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

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 = bas