Automations

So I am working on automating some workflows to help my team out when they report on projects. I figured one less step they can do is to only update their project stage. There are certain tasks that get automated when moved to a specific stage and I would like to automate the previous Stage's tasks to be marked as completed when they move to the next. I am getting this invalid inputs error and I don't know how to resolve this.  I attached a picture but when using a specific record, this project has two associated tasks with it and I would like it only mark the previous stage's task (Assessment) as completed but it looks like its picking up both. 

Hi allMy base allows users to create both single item and multi items inquiries (There is a parent table for supplier/customer details) and child table (for line item details) and another table for products.If the user is inquiring against a specific product (from products table) then I seem to only be able to create one record within either the child (inquiry items) table or the parent (customer/supplier) tableI want to automatically create a parent record to this child record for these instances. Otherwise let me know if there are other workarounds?Thank you!

Hello, So I have an automation to trigger when a checkbox is checked (in screenshot). It works when I test it, but it's not working on it's own. Meaning, when I add a new record and then at the end I check the checkbox, it doesn't add a new record to the programs calendar. I'm not sure what the issue is. Any help would be appreciated.Take care,YSDT

Hi all,I'm trying to setup an automation that updates a record when an events is scheduled that matches users in the database to confirm that they scheduled and when. I can do this with Zapier but I'm trying to do it directly in Airtable.The main problem is that I need to use Attendees to Find a Record where e-mail contains "guest email" but this field is grayed out and says "No valid nested options".Any ideas / suggestions?

So I'm running into an error that I can't seem to fix. Whenever I try to set a condition based on a linked record or a formula field, I get that an unknown error has occurred.My first table, products, have a linked field to a record inside the main product master where the product's vendor is linked. So I've created a lookup field for the vendor record id and stored it inside my products table. The value for that record is "recSdTazTLqgiGtBb".My second table, Vendor IDs, which contains all of my different Webflow IDs, is also linked to the vendor in the table. Here I get the exact same field value "recSdTazTLqgiGtBb".Now I want to run automation that temporarily puts a webflow ID into my products record that I'm trying to edit. The trigger is an update to the action field, which works fine.The next step is a conditional logic group that asks for the status of my product record, which also works just fine.Next, I'm trying to find the correct record in my Ve

Hello everyone,I come to ask for your help. I created a Google calendar event creation automation from Air Table records. Everything was going very well until recently. Unfortunately for a few days, the automation has stopped working and I end up with the following message: "Unable to parse datetime".I saw on the community that this problem came up often but without a real solution. Could someone tell me how to solve this problem?Thank you so much.

Hello,@ScottWorld, after watching one of your videos, I set up a Make scenario to automate a csv export from an Airtable view:I used the CSV "create csv advanced" module and it works fine.My problem is that all fields in the exported csv are surrounded by double quotes:Do you know how I can remove them?Thank youPascal

I'm trying to pull data directly from linked record in an Automation by using the Find Records action with a Condition to match the Record ID which i added to the main record via Lookup field. BUT when I try to reference the Rec ID field it says "no valid nested options"?? I am using the gear icon to match and find the recordIs there some way to lookup a linked record and pull data into Automation directly, ie without adding fields manually to the main record?

I mistakenly clicked 'unsubscribe', and now I can't receive any emails from Airtable Automation (noreply+automations@airtableemail.com). Since my email provider is not a common one like Outlook or Gmail, I don't have the option to add 'Safe senders' or 'domains'. Is there any solution to my problem? Thanks a lot!

We have an Airtable business account – it's our slow season so we're trying to save some money so I'm working on changing up our base design to be more forms-based.One thing I'm curious about though – say I make an interface with a button that triggers an automatic, then I have a user with read-only access and an unpaid account.  I assume that they would not be able to push that button to run the automation, is that accurate?

Hey Airtable community,I've got an automation where I need to create multiple task records when an episode is marked as "received". Here's my setup:Tasks List table: Contains template tasks linked to specific showsEpisodes table: Where I check "received" to trigger automationTasks table: Where new tasks should be createdCurrent automation:Trigger: When "received" is checked in EpisodesFind records: Looks up matching tasks from Tasks List based on showCreate record: Tries to create tasks in Tasks tableProblem: The "Create record" action creates one record with all tasks combined, but I need separate records for each task found. Quick example: The "Tasks list" table has entries for Task List    | Show |Transcode | Show A Show B |Send to A  | Show B |Send to B  | Show B |Send to CShow A : may fit one of those criteria. Show B : fits 3. When run the automation for show B I get this single recordTranscode, Send to A, Send to B |  Show B |Whe

Hello 👋We are trying to create an automation which allows us to review membership applications before sending invitations or creating membership accounts.We can get the Webflow Form data to Airtable but are struggling with how to get the data into Memberstack 2.0 and have it create membership accounts once approved in Airtable using a status update in the table and then have Memberstack send email invites to approved users.The intended process works as follows:A user fills out a native Webflow Form on the websiteThe form submission triggers a scenario in Make to send the form data to an Airtable BaseAn Airtable Automation triggers an email to notify the team of a new membership applicationThe team review the pending application and approves the submission in Airtable, setting the status to approvedThe newly approved submission is filtered into an approved-only view within the Airtable BaseThis change in status is read by Make and sends the submission data to MemberstackMem

Hello,I am trying to figure out how to create a form to add attachment to an exciting record.I have a form that updates  any field including attachment in exciting record but problem is it doesn't keep attachments that was there prior.My main idea is to share a form with anyone online so that anyone could only upload files to an existing specified record and not be able deleting files that were uploaded by others.  Thank you.

Hey everyone! I’ve set up an automation in Zapier that sends signed agreements from our service to Airtable. I’ve gotten everything to work as I want it to, but not all of the PDF:s are attached in airtable. I can’t really see a pattern to why the documents wouldn’t show up. From what I can see in the version history of the rows that aren’t, the PDF has been there but then instantly removed. It seems the problem lies with Airtable as the document shows up, but I can’t figure it out. Here’s what it looks like in version history: Any ideas on why the document gets deleted?

HI,  I run a real estate agency and woud love an easy way to create a PDF from images in an attachment field.Basically the way we do inventory is by images and it takes agents too long to drag and drop images into a doc file. Woudl be great if they can upload all images to an attachment field and then the PDF is created with the all the images.  Whats the best way to do this? Preferably free or very cheap. We usually need about 60-100 inventory documents per month. Thank you in advance!

An automation of mine that usually runs fine started throwing this error and failing sporadically. It's for a webhook automation that brings in orders from Shopify. In my attempt to isolate the issue, I've deleted every field from my "Create Record" action, except for Name (single line text) field where I attempt to enter the Customer First & Last name, but it still fails. 🤔 🤔 There are no roll-ups on the table where I'm trying to create the records. There are some formula fields on the table, but I'm not trying to write to those fields. Any ideas? The other threads related to this error message in the community forum did not contain an answer.  

Hello. I am new to Airtable and have spent a better part of a week trying to figure this out and I'm stuck. I hope the community can help me out.Our Airtable connected to our Shopify store via Airpower, so everything is synced in real time.We have a Table named 'Order Line Items' that displays each Shopify order and each item (SKU) is separated in its own row within the order. What we are trying to achieve is to display the inventory number for each item.Inventory data is stored in another table named 'Variants' and organized by SKU in one field, and the inventory quantity in another field.Does anyone have experience with dealing in anything similar?I'm not sure if this is relevant, but I have gone as far as being able to create a field in the Order Line Items table that links to our Variants table (that contains inventory data). However, I have to manually enter the SKU that was ordered before inventory count can display. The example below where for it to work, I have to type in the S

Hi everyone!I am trying to have an automated Slack message sent every Friday to notify about the leaves planned for the coming week.However, my current automation (trigger: at scheduled time + action: find record + Slack: send a message) uses the List of Records which ends up very bulky and unpractical for the team.Ideally, it would create a list like:@Marketing-team: no leave@Hardware-team: Joe (2 days, Mon-Tue, Leni (1 day, Mon)etc...Could anyone provide some ideas on how to make this announcement more digest?Looking forward to your solutions and grateful for anyone's time looking into this! 

Hi!I am looking for a way to connect airtable and slack allow users in my Slack to use forward slash commands to request data from from specific fields in a base in Airtable. The goal is to create a seamless way for teams to retrieve specific information directly in Slack from Airtable. I am the main admin in our Slack and Airtable so permissions arent an issue.Example:Use simple commands like /Airtable to retrieve theinformation.Information I am trying to request would includeRegionLanguageQualityetcBeing able to filter the content would be great too.I have tried Airtable automation but havent been able to figure it out.Thanks for your assistance in advance!

Hey guys!I am trying to link a Outlook 365 group calendar thats shared with me to airtable, but airtable only seems to see My Calendars (one's I've created).  Does anyone know of a way to get airtable to see the group calendar? I thought it might have it's own login since it has a email address, but apparently not. Let me know if anyone has run into this or has a solution. Thanks! 

So I was following a video by AI Andy called Scrape 1000 viral content ideas: Mind Blowing Automation...I have never done anything like this and have ran the scrapers, entered the API keys, and followed the directions of ScottWorld for using MAKE with Airtable. Yet, I still get error 403. Do you need a paid account to get this to work from Airtable? Do I even get starting credits when I join? The credits say zero, but I am not sure if I need them or not. I guess there is no free trial offer? Any thoughts would be helpful!Thanks,Ryan 

Hi Airtable community,I am an avid user of Airtable for some time now, and am going deeper into spreading data in different bases (within 1 workspace) and letting these bases interact. I checked some other forum posts and the Airtable notes on how to get tables to sync manually, however am only able to find the below:beyond the manual trigger button, there is no way to directly trigger a sync action between 2 tableswork around is to update a record in a synced table, to trigger Airtable's automated sync actionanother work around, or combined with the above, is to use 3rd party tools eg. Zapier to touch a record and trigger a syncI was hoping for another way to trigger a sync action (API or Airtable functionality) directly eg. by automation, so not by doing the above. But to my understanding this does not (yet) exist. FYI I am on a Team plan. The use case would be to overwrite data for scenario management, meaning different bases represent different scenario's that need updating on

Hi all,I'm trying to set up an automation that sends an Outlook email with an attachment. The email works and sends, and the test email is received into the inbox but the attachment isn't there on the outgoing email.The attachment field is filled 'Doc 1st Email' from the relevant column, the attachment is in the column,I'm really at a loss as to what I'm missing here.

Use-case: As an Automation user, I have a use-case where I want to on a weekly scheduled (cron) basis query records that meet the criteria in one table and then create new child records of another table to the parent table and then email a consolidated report that includes the newly created childed records to the relevant recipientsCurrent outcome I can use the `Find` action to query for the specific and relevant records just fine, however, it is my understanding that once I use a `repeater logic` block, I can't "exit" the loop and append an Action outside of the repeater block once that the repeater has finished,Is my understanding about this feature limitation correct? Current work-around: I set up two separate Automations, both triggered by a cron schedule:The first Automation is triggered by its cron schedule, finds a list of records and then in a repeater block iterates thru each record in the list and creates a child record of a differ

Hello! I am currently pulling info from Jira into a table, and then pulling Sprint Start / End dates from Jira into another table. Because Jira doesn't expose that information directly, it is pulled into a GSheet, which I then pull into Airtable.The Sprint Name is pulled from Jira directly into my main table, and there is an exact match for each in the Sprint Info table. I created a Link to Another Record field which sources from the Sprint Info table, and corresponding Start / End date Lookup fields based on that table. I created an Automation that looks for any records in my main table that have a non-empty value and updates the Sprint Info 'Link to' field with the value from the Sprint field (screenshot below).When I generate a preview of the automation results, I can see that the Sprint Info linked field gets a value, but when I go back to my table, nothing is actually being updated. Any idea what I might be doing wrong, or a better way to accomplish this?