Automations

My company exports a .csv file every week containing the current inventory of the same objects.  Each object has a count that may change week over week.  We copy this .csv into an airtable weekly.  I would like to capture the old counts from the prior week so that I can track the differences week over week.  How can I set up a scheduler to move the values from the "This Week's Apples" field to "Last Week's Apples" field automatically?

I'm based in the UK and we've had an integration working on a booking database for over a year which automates the creation of an Outlook event when a booking is made. No changes have been made to this automation but today the events which are in Airtable as dd/mm have started coming through as mm/dd. I'm really at a loss with this and what I need to be looking into.

Hey there,First of all thank you for your time and your help 😉I've made some pretty basic automation, when a record matches certain conditions, I trigger the action "send mail" (airtable default one). The field "To" is filled with a roundup type of field which has a formula "ARRAYUNIQUE(values)". It keeps the unique mails attached to the record.My issue is that it works 30% of the time. The failure to run is always caused by : "The "To" input is empty"Which is not, the field is never empty, it always has one or several mails. And it being not empty is a condition to trigger.I can't find what's common to success or common to failure.Any ideas ? 🙂  

I'm using a Repeatable Group with an Update Record inside to take a list of records from a Find Records action and update a field in the found records. When the list of records contains only one record the test runs successfully. When the list of records contains more than one record I get a received invalid input error. I think I know why this is happening.If I look at the Input table after a test I see Record ID listed there followed by a single record id if only one record was found. If more than one record is found then I see Record ID followed by multiple record ids separated by commas. If this is what is being presented to the Update Record action of course this will cause an error. If I'm reading the documentation correctly the input from the Repeatable Group should be a separate Record ID followed by a single record id for each record found rather than a single Record ID followed by multiple record ids. Why is the Repeatable Group not presenting the Record IDs to the Update Rec

my kanban is a list of products with different stacks. I would like it so that when a product is moved from one stack to the other, the autmation sends a slack message as to what stack the product is currently moved to.How do I access the name of the stack? I clicked on the blue plus sign but nothing there relates to the stack name. Just the product details.

I've created an automation that follows this schema:The issue is that when it finds three matches in the name, it writes the name as many times as there are matches. I only want the name to appear once.I don't know how to achieve this.Thank you for your help

Hi,I have automated record selection and adding a fixed value to the existing values in a field. or example, adding a new category to the existing categories of a record. now I would like to have this fixed value as an entry from the user through a form or something else and then use the value in my automation. So the user enters the fixed value and selects the records he want to add the value to. How can I make this possible? Is there a dynamic variable that could record the input and use it in the automation?  Thanks

Hi!1. I'm working on an Airtable automation that uploads files using chunked upload from Airtable attachments to Google Drive. The process fails with the error:'Response status was 308 Resume Incomplete but redirect mode was set to error'The logs show the script:Successfully startsGets the Google Drive folder IDObtains an access tokenCreates an upload sessionFails when trying to handle the 308 Resume Incomplete responseThe error occurs during the chunked upload process, specifically when handling the resume/redirect status code 308.Can you help me understand how to properly handle the 308 status code in this context? Or session (chunk upload) is not supported by Airtable?2. Of course, I would choose not to use chunk upload and upload files one by one (some of them are 100-300 Mb), but I face the 512 Mb RAM limit. Maybe you can also tell me what file size won't result into an error upon loading to the RAM in full size? That would also let me create a script, that partially automate

Hi folks : )I'm trying to put a link in an automated email, and it keeps generating a sequence of characters at the end of the url that makes the link useless. Here's how I have it set up in the body of the email:Here's what the end of the url is supposed to look like:230526796288065/sign_document_d4deb6cd5dd95877_79e90063180a7cbf.pdfAnd here's what it looks like when the automation is done with it:This happens whether I set up the field as a URL or single line text, and the link opens fine from the data view; these extra characters only show up in the link generated by the automation email.Since the characters look like html encoding, I looked them up and found this, if it helps:%EF : ï%BB : »%BF : ¿How do I set it up so this doesn't happen? Or is it a bug that can be fixed?Thank you for your attention,Shawn

I have a table (Table #1) in which we keep upcoming events, along with their dates, topic, marketing content etc. I created a mirror table (Table #2) with the same fields. Table #2 has a form our staff uses when they need to update any of the events that are in Table #1 (existing records). I created an automation that when a form is submitted in table #2, it finds the records in table #1 that match the name of the program and then updates the existing record.Here's where I am stuck and wondering if there are solutions:1) Finding the records: My conditions are the name of the program and the date, but the issue is with the date. I'd like Airtable to only find it if it's the exact date in both tables and not a range of dates. Is there a way to do this?2) Updating the records: when staff submits a form, they may ask for the topic (field) to be updated, but will leave the content (another field) blank because that didnt change in their program. When the automation find the record

Hello,Currently, we use automations integrated with Slack, where we utilize the "actionable message" feature to allow users to approve or decline directly through Slack. We are now transitioning from Slack to Microsoft Teams and would like to know if the same functionality is supported in Teams. Specifically, can we enable actionable messages in Teams using automation?Looking forward to your guidance.Thank you.

I need the dollar amounts on our automated emails to be automatically rounded to the nearest cent. The automated email is pulling these figures from fields in airtable that have formulas associated already, and they are set to round to the nearest cent/hundredth, however when they come through on the automated email suddenly they include an extra place value "thousandth," and do not provide thousands comma markers or dollar signs. I do not know how to combine a ROUND formula on top of the formulas that are already on the fields. Can someone help? 

I can't figure out why an automation is not performing as expected.You can view the test base here: https://airtable.com/appvus4mpIsM95P1S/shrcfwha5Sx1NEui9Please see the Content, Tasks and Task Templates table.The logic behind the automation is that when the podcast status on the Content Table is updated to "In Progress," the automation will generate a set of tasks for that episode. The automation looks for records in the Task Templates table under the Podcast View and duplicates those records in the Tasks table.The automation is creating extra records in the task table and I can't figure out why. There is no pattern to the extra records created. I've tested and tested and it's not the same duplicate records each time the automation runs. The extra records created in the task table break the date dependencies."Start Date", "Deadline", "Duration" and "Predecessor" work as expected in the Task Templates table, but when the automation creates the records in Tasks table, those same d

I am trying to get this to change the retention stage to month 2 when then 1st day in the field is one month ago?I have done this and whenever I am testing and changing the 1st day in the field to over a mo nth ago it does not even register the trigger on the automation history? Any ideas what I am doing wrong here?

Hi Community,I've created automation for sending an email using the 'send an email' action and it doesn't work for non collaborator's email addresses.It fails each time with the error: "invalid email address"I'm using a pro billing plan, so it's not supposed to be a problem.Does anyone know what might be the problem? Thanks.   

Ok, This community has become my safe space and I appreciate all your help!Essentially, I have a list of content and I have multiple clients linked (with their emails) to each line item so a certain email can be sent to certain people on a scheduled date. My challenge? My automation keeps sending one email to ALL parties, thereby sharing email addresses. I need an email to go to each address. In the below pics you will see I have a 'repeat for each in List of records) and this is preceded by find records where Issue Date is today. The right records turn up, and the email works, but to my mind it is not actively 'repeating for each'.I feel I could drill down to the Client tab for that info, but I don't think I'm going about it the right way. Relevant Fields:Table 1 - Content - Send date, Lookup For Client (multiple records), Email (from Client)Table 2 - Clients - Customer ID, Email TIA,Chelsea

Hello there,I am very new to Airtable (just started two days ago) and I am finding that there are so many things that can be done here so I am very eager to learn. So TLDR, me and my friend has a small business where we need to find suppliers and ask for their quotations for bidding purposes. We have been very overwhelmed lately and want to leverage technology to help us automate some of the jobs. I have a problem with configuring the database right and would appreciate any insights from you guys. Working Process:Currently, our working process is quite redundant and consumes so much time. So first, the purchase request will be decided by us on what items to buy. Then my colleague will print out those items (Row) along with some potential suppliers (columns), then we will work together to pick which supplier we will ask for each item. Also it should be noted that in each box, there may or may not be past price (if we ask them for quotation before). After that, my colleague has to t

I am very new and only working on a free account and have run out of free ai chat credits. I am trying to follow a youtubers work flow to create blog articles and post to my wp site. workflow is as followsWebhook-->Airtable-->Claude-->claude-->JSON-->Cluade-->Tools-->OpenAI-->Openai-->markdown-->Google Doc-->Google doc-->Airtable-->wordpress.some of the double cluade and openai were create prompt then create article/image.Webhookhttps://hook.us2.make.com/134uosndzo3nh3oq497hxq0hbjfv8js3Airtable layoutBlogs Posts RecordID | Main Keyword | Generate | Outline | Complete Google Doc | Google doc image | StatusWebhook in Airtable ( generate tab )"https://hook.us2.make.com/134uosndzo3nh3oq497hxq0hbjfv8js3?RecordID={RecordID}" RecordID tab RIGHT("000000" & RECORD_ID(), 6) nothing in Main Keyword tab. so work flow is  click new row in airtable = generates new RecordID and a "Generate" button I add in the "Main Keyword

Hi, i'm a total novice and really struggling with an automation, any help greatly appreciated pls 🙂My client hosts quarterly events, attendees register via airtable form. I am familiar with creating the form and the automated email reply. But thereafter the client would like to check the existing 'Contacts' tab to see if the attendee is an existing contact:If so, do nothingIf not, create a new contact in the 'Contacts' tab.I am stuck on the find records step, I'm not sure how to ask it to check the contacts table. When I look online it says to do find records, but I'm not sure of the conditions.Thanks in advance for any help

Hey Airtablers,I want my sales guys to be able to click on a button, and have it perform the following functions:- Update the 'last contacted' field- then create a linked record- then open that record into expanded view <-- This is the step I'm having issues with.I can't find a script or automation that opens records in expanded view. Right now they have to click the + in the linked record field, then click the + in the drop down menu to create the linked record. It 'works' but there's room for error and I want this to be as simple as possible for them while they're on the phone. This is what that looks like:Any ideas would be greatly appreciated!Paul

Hi,I have successfully set up automated emails via Gmail on Airtable.  Everything runs perfectly except that I can't work out how to change my sender name.The screenshot below shows the problem, it needs to be capitalised and include my surname.Just to reiterate, this is when sending via Gmail not from Airtable's own service.Many thanks in advance!  

 Hello Airtable Community,I’m seeking advice on dynamically generating a table in Google Docs based on data from Airtable, using Make (formerly Integromat) for automation.Here’s the challenge:I have a fixed table structure with predefined columns (e.g., Product Name, Quantity, Price), but the rows need to be dynamically added based on the number of items in a purchase order.I’ve successfully mapped Airtable fields to a Google Docs template using Make, and it works well for a single row. However, I need the table to accommodate up to 15 entries (or more) dynamically.What I’ve tried so far:Using Make to automate the data transfer from Airtable to Google Docs.Outputting a single row in the table, which works fine, but I can’t figure out how to dynamically add rows for multiple entries.Exploring the Page Designer in Airtable, but it’s limited to a single page and doesn’t meet my needs.My ideal solution would:Allow dynamic addition of rows in the Google Docs table, depending on the dat

I'm having trouble at a couple of points, and there may be multiple ways to fix this. Firstly, I need this automation to happen once a week. Let's say I pick Thursday - I need it to run this automation on all records on a particular table that have the date as 8 and 9 days away. But I can't find how to make it a weekly repeating automation. Then, lets say that there are 6 records that fall on those dates. If I have that data sent to a google sheet, it puts all 6 rows from AT into just 1 row on GS. Is there no way to have it go to multiple rows? I have tried using a workaround of sending it to a Google Doc as a grid instead - but is there anyway to manipulate what order the columns are in? It looks like I can just select them or not, but the order I use them in for this purpose is different than the order we need them in for AT purposes. 

We use AT to manage rental properties. Here is a scenario and then what I am looking to accomplish. We list each house as a record in a base. We have a filed for when a house goes vacant to track when the rental turn project start and another for when it ends. I don't want to lose historical data the next time this same house goes vacant and needs a turn project. I would like to keep track of each time these change and create a place where we notate the last time before update the new updates. This will allow us to have a history of how long vacancy lasted and over time and with multiple properties we can get a feel for how long they last on the whole portfolio.Thank you in advance for your help.

I have a sweet automation set up for a client that lists important dates in a grid format. The date includes "UTC" and I can't figure out how to get rid of UTC. As you can imagine with all employees in the same time zone, the addition of UTC is not only unnecessary, but unattractive. I appreciate any ideas you might have to remove this from the email auto.