Automations

I have a table with all our employees along with their start date, their manager, and their manager’s email. I want to send a monthly email on the 1st of the month to each manager separately that will list if they have any employees that will be reaching a milestone that month (30-day, 60-day, 90-day, anniversary, etc). So far, I have the automation set up so that the trigger is at a scheduled time, the action is finding records who are managers, but then what I can’t figure out is how to send separate emails per manager that ONLY lists their own employees and not any other managers’ employees. Is there a way to do this without having to manually set up an automation for each manager?

In automations triggered by a webhook, is it possible to use the same webhook/automation with different data payload structures? For example, if I’m importing data from 2 different forms with different JSON properties, can I then use conditional logic in the automation to parse the data differently? I know when you test the webhook trigger, it lists the properties, but could you bypass it to handle variations?

I'd like to: Identify fields with duplicate values Keep only the most recently created record, deleting all other duplicate older records Run the process and be done However, I also want this to apply automatically to newly created records. That is, whenever a new record is added with a duplicate value in a specified field, the new record should be kept, and the older one deleted.The field with duplicate values that I want to identify is called Deviceid, and I have createdtime field.The solution in the linked thread only handles existing records—it doesn’t account for new ones added later. Is there a way to automate this behavior in Airtable scripts?script i made that doesnt work:let table = base.getTable("tablename"); // Get the triggering record's Deviceidlet inputConfig = input.config();let newDeviceId = inputConfig.Deviceid; if (!newDevice

My company publishes books and the titles of the books often change throughout the course of the publication process. We currently ingest records via a CSV download from our title management platform that is manually uploaded to Airtable. We already have an automation that deletes or rolls up duplicate titles. Currently, when a book title changes, it is viewed by Airtable as a new record. Is there a way to have Airtable check the upload and see that the ISBN is the same and update the record title rather than create a new record? Example: Title ISBN ORIGINAL TITLE 123 NEW TITLE 123  Instead of creating a new record for “NEW TITLE”, I would like Airtable to see that the ISBN is the same and update “ORIGINAL TITLE” with “NEW TITLE”.  Thanks!

Dear All,how to set my personal access token account in n8n? make my workflow in n8n can use airtable as a memory for write new also update. Many thanks!Mad 

Hello! I am trying to set up a work request form, and am stuck on one part. I’m not sure whether I need to use formulas or automations, but I’ve scoured help videos and articles to no avail trying to find what I’m looking for. I would like to have a numerical Work Order ID (basically a consecutive numerical number) added to a record field as soon as the record is created. Ideally, I’d love for it to take this form (Year-####), as that’s the current system we use, but I’d settle for just a unique numerical number for each new record created. I’m sure this is simpler than I’m making it out to be, but any help would be appreciated. Thank you!

Hello All! Thanks in advance for any help but I am stumped. I am trying to automate updating a multi-select field from a Linked Record Field, and after looking for help here I found this thread: I followed the guidelines here but I am running into an issue with a completely different field. When I test, I get this: I am not sure why it is trying to do anything with the photo field :(Long story short, I want when someone is added to this department on one table, for their profile to be updated as well, with the matching department name on the multi-select field. Here is the way I set the automation:

I am trying to create an automation to tag Donors as recurring when they make a donation that has a recurrence of more than 1. One table has Donors, and the other has Donations and a field called “Recurrence Number.” I tried to set it up so that when a donation record enters the view “recurring” (because the donation has a recurrence number higher than 1) the Donor in the linked record field has a field updated to tag them as a “recurring donor.” But i keep getting the error “the record does not exist and am not sure why. 

Hi! I’m trying to create an automation that is basically:If publish date is yesterday and status is not ‘published’ then the publish date updates to today.  I saw some people mentioning creating a TODAY() formula field and using that as a dynamic trigger. Questions with this:How will this field affect already existing records?  What needs to be added between the parentheses of the TODAY() formula?

I've been trying to find out what counts towards my automation run; however, either I can't find it, or I'm constantly overlooking the something.Basically I just want to have a solid grasp on what adds towards my automation limit?Is it just counted every time an automation runs?Does steps in the automation also count?Does loops count as one or multiple runs?

I'm experiencing issues with error notifications in automations. Notifications have been disabled for all accounts, yet some accounts are still receiving them.Is there a setting that overrides the user's notification preferences in their interface?

All,I am trying to create a simple automation that for some reason, wont work.   On my “Trips” table I have a date submitted field.  When this field is populated, I want all the corresponding expenses that are listed on the “Receipt Log” table to be updated with a submission date.  I created a view on my Trips table to show all records that have the date submitted field populated and I use that view as my trigger.  I then do a “Find Records” action that shows all the expenses that have the same “trip name” as the trips in the view.  The find records is working perfectly. I then created an Update Record action and using the Airtable Record ID from the Find Records.  But when I test this action out, it continues to fail saying “invalid input”.  I can’t figure out why. Appreciate any suggestions,Kevin

Hi Airtable Community, I’m attempting to send an email every time a new record is created. The message of the email should include the contents of every field that has data in that new record. Our fields are added to regularly, and I do not want to edit the automation every single time a new field is added to our table.  Is there already a known solution to this, that will automatically include all fields with data in the message of the email without pre-coding the specific field into the automation?  Thank you,Danny

Hello everyone, I have a pretty specific question form a form I want to have connected to my site. So I want to have a contact form on my website that is kindoff a two step process. First step is the user inputs their name, number and address of the property. Once the user inputs this info and clicks get a quote, it will take them to the second part of the form where they input just a couple more details.Ideally what I want to happen is this:If the user completes the first step but upon moving to the second step decides not to complete it because of time it would take to fill out, I still would like the info that he submitted in the first step to be submitted to airtable. Is it possible to do this? 

Hi,I am having an issue using automations and having a message sent in Slack as the final step. I have a formula that looks to an estimate and creates a budget off of that number. I then want to take the data from that field and enter it into a slack message. The problem I am having is the number I am using from the field ( as an example) is 75.6. It is being output from the Slack automtion as 75.61953142857142. No matter how it gets formatted in the formula cell (i.e. with no decimal points, ROUND formulas, etc. the long number always gets output from the Slack message. Is this an inherent flaw in the automations or am I doing something wrong? Thanks for any help in advance. 

I’m an airtable newbie. I’m building a base for planning production (live events) for the AV company I work for. One of the things I need to track is our pre show, show, and post show milestones in the planning process. The time frame is based on when we are loading in gear for the event. I need to make an automation that will take the load-in date and subtract 30 days for pre-show items, stay the same date for show items, and add 14 days for post show items. I have the pre, show, and post as a single select. Any and all help would be appreciated 

I'm using the Outlook automation "When a new email is received" for the first time. However, it's not allowing me to pull the Sender. The Sender is grayed out (see image), and when I hover over it, it says, "No valid nested options."Has anyone seen this before? Do you have any idea how to fix it so it will pull the Sender into the newly created record? 

Hello, please tell me how to synchronize data exchange between two databases through formsHow to implement this data exchange logic between two databases?STEP 1: The partner fills out the “Invitation to become a partner” form. The data goes into the “Partners” database. This database records:Company Name Contact Person Logo etc.STEP 2: After submitting the form, the partner proceeds to the “Add Delegate” form (via the “Continue/Add delegates” button). IMPORTANT: In this form, the “Company Partner” field (i.e., the company name) must either:Be auto-populated, OR Allow the partner to select their company from a list (BUT they should only see their own company, not all).STEP 3: The partner fills out the delegate information in the “Add Delegate” form. The data goes into the “Delegates” database. That database will record:Delegate Name Position Delegate

 We are not using Comments and instead developed a separate “Updates” for team members to make updates to projects. We want the ability for users to “tag people” but looking for a way for those people to get an email or Slack notification. Any thoughts how to do this?

How can a newb find his webhook url so i can have vapi communicate with airtable -   i have this set up in another account and copying all to a new client account - and i can not rember how I got the url to add to vapi?  halp if you can

Hi,In my Airtable, I have a simple Work Order app, connected to Softr.My tables are: Owners, Units, Work Orders. All 3 tables are linked.I would like to automate (autofill?)  “Owner’s Name Surname” in Work Orders  tableWhen a user chooses an Unit (like in WO 6),  Owner’s Name Surname  should be automatically filled (in WO 6 -  “John Doe”).(I can rearrange  Owners  table, and make   Owner’s email   as primary field, if that will help)I have tried different Automations, but I couldn’t make it. Thank you very much. 

I just tried out automating sending some emails with Airtable. Is there a way to remove the Airtable branding? The „via Airtable“ in the from field, as well as the „Sent via Automations on Airtable“ at the bottom? Thanks!

I’m running into an issue while trying to set up an Airtable automation that links records across two synced tables, but I’m getting the following errorInvalid filter on field A (Invalid filter value: [ { "linkedRecordId": "rec0hJCM2U7BBdWWa", "value": { "id": "recvaxWZ99uQ8cYia", "name": "12345678" } } ]) I'm trying to locate a field value in Table 1 with Table 2 using Find Records, and then link the records via the Automation.Setup Trigger (Table 2) > Find Record (Table 1) > Update Record (Table 2)I have done almost the same type of Automation in another base (which is working fine) and the only difference is I am now working with 2 synced tables in Find Records - in the previous one i created it was

Hi,I have a content management system in Airtable where I could use some automation support. I am attempting to use the new Airtable AI, but it just won't work the way I want it. What I want to do is:Request a new record (requests new content using a form) to be created, it currently creates a Google Doc with the record details on it and changes the status to "assign to writer"I want to have it where if I assign the writer as "AI" it submits the record details to AI (with a detailed prompt I created).Writes the content and places that content on the Google Doc.I have it producing the AI generated content within Airtable using the prompt but can't get it to add that content to the Google Doc and update the database field to "For Review". I don't want to use Zapier/Make if I can help it.Has anyone had success with this or have an idea, and would you mind sharing a shot of your

Hey all, this is my first post, so I hope I do this right! I have created an automation that, when a field box is ticked, a series of Find Records run. Each Find Record action gathers a list of records (people) that meet certain conditions. This is followed by an Update Record, that adds the linked records to a single field. The Update Record step looks like this: Find Record 1 record ID, Find Record 2 record ID, Find Record 3 record ID. This works perfectly unless one of the Find Records comes back empty, in which case the whole automation fails. Two the Find Records often come back empty, so this is a problem. I’ve played around with conditional actions, which is messy but it kind of works until a conditional action has an empty Find Record, where the automation stops and doesn’t move down to the next condition(s). Can anyone think of a workaround? Thanks in advance!