Automations

I am currently using Airtable to manage payment records for my team. I have set up a workflow where each team member completes a form, and based on that information, we generate a personalized invoice using the Page Designer extension. I would like to know if there is a way to automate the sending of this invoice as a PDF attachment directly from Airtable. My goal is that, once a team member completes the form, the PDF would automatically be generated and sent via email to the appropriate person. So far, I haven’t found an option to save or send the PDF directly within the platform. If anyone knows how it could be done but through some external tool or platform, I could also use that information. Thank you very much! 

Hi everyone,I have the below Make / Integromat scenario:It catches a wehook URL containing a record ID, gets the data associated with that record ID to create a Google Docs document from a template.A share link to the file is then generated and used to upload the target file to an Airtable attachment field.It then searches for a state of a status single select field and depending on the state, it will create and send a pre-written email with the file in the attachement field attached to it, unshare the file and change the state of the status field to disable further sending.My problem is that what is uploaded to the attachment field is not the actual file but the share link to it.For security reason, I would like to unshare the file once it is uploaded since I read that once a file is uploaded to an attachment field, Airtable replace it with a local copy.But since the file isn't uploaded, I am stuck !What did I do wrong ? How shall I proceed to in effect upload the file and not a link

Hi, I have several forms that are filled out repeatedly in our Property Management company. I would like to automate the process by using base data. See page 2 of this pdf for example https://www.cmha.net/webshare/docs/hcvp/buildingRentForm.pdf?v=1ff2b69aor this https://www.edencle.org/owner/PropertyListing.pdfWhile forms are rather complicated by the use of checkboxes, I am hoping this can be accomplished.A bonus feature would be to figure out how to pre-load a digital signature since we are the only ones needing to sign these forms. Thank you   

Hi, everyone!We are using Page Designer for creating our Purchase Orders, Delivery Notes and so on. But when we create the file, it is only allowing to print or save as PDF option. It is really handy that taking data from two tables when creating documents with Page Designer. I wonder if it is possible to automate Page Designer to save it into attachment section in related row. If it is not, we are using Make for automations, how can we achieve that goal? Any suggestions are appreciated, thanks in advance!

I'm trying to set up an automation where 1 hour before a call date & time, sends an email to remind the person. I've tried creating a column to have a formula that is the date & time matches now - mark as "SEND NOTIFICATION" but this doesn't seem to work properly. I don't know if this is because the time is in PST and I'm in GMT. But does anyone cleverer at this than me help with a simple solution.Thank you!

Hello, I'm trying to use airtable to email callers templated information about products. I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains information about the selected product that is retrieved from a lookup table (a - info text, b-info text, and so on). This all works very smoothly except I would like to create a Form to enable staff to use this process without having to interact with the grid view. So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?Thanks for any ideas you have.

 I'm trying to add a link to a calendar event created by automation. I THOUGHT markdown would work, as per this article. But when I test the automation, it seems the markdown just doesn't do anything.Am I missing something painfully obvious?

Hello,I'd like to ask for help in troubleshooting an automation. I built an automation that works correctly when I "Generate a Preview". BUT, when I go to actually use it, the automation does NOT work. I.e., it does not update my live/active Base in the same way that it updated the Test Record. Actually, it appears to have done *nothing* to my Live Base, lol. Is this a common issue???Specific Context for my Automation:Table 1 is "Applications" where Client Application Forms are received. Table 2 is "Sessions" which lists all of the available time slots for Applicants to sign up for.Table 3 is "SignUps" where SignUp Forms are received indicating a specific Application # is signing up for a specific Session. When someone completes a "SignUp" form it automatically includes the Session they're choosing as well as their Application # (through a Prefilled URL). I want the automation to add the Application # from the SignUp Form to the Sessions Table to finish the circle of Applicat

Hello community, I have an automation that informs the user by e-mail if the deadline of a task is before the start date. Unfortunately, in my opinion, it is not possible to set a dynamic validation for fields that would prevent this.However, if the user wants to move the timeline for the task, he usually changes the start date first and then the due date. this triggers the automation. Does anyone have an idea how to prevent this? best regardsMirko

I am using Airtable to create an advanced social media calendar. It is used to manage 150 social media accounts - each account corresponds to a specific university.A student submits a form with pictures and a caption that they would like to have posted on their schools account. When the form is submitted, a record is created in Airtable. All records for all schools go into the same Table and are tagged with the school on which the content should be posted via a linked record. There is a second table that has the list of all of the schools.I would like to create a function or automation that assigns each record with a date and time to be posted. Each school instagram account can only post 5 records per day - for example one at 10am, one at 12pm, one at 2pm, one at 4pm, and one at 6pm. The function should be able to assign each record with the next available posting slot for that school. The posting times should also be determined per school, via the list of the schools in a separate tab

Hi all,I find it very strange that whenever I'm using the Gmail integration to send emails, when being received by the recipient it doesn't come up my name, instead it comes up the email address as the senderAnd when configuring the Send Gmail Action I don't see a field for "From"has anyone else accounted this problem?or know ow to solve it?Thanks

Hello all, I’ve been updating a Record in a Linked Table to point to a different Main Record using the below code; let _ins = input.config(); let main_table = base.getTable("Main Table"); let linked_table = base.getTable("Linked Table"); let main_rec = _ins._get_record; let linked_rec = _ins._get_linked_record; let linked_val = _ins._get_linked_value; console.log(`main_rec: ${main_rec}`); console.log(`linked_rec: ${linked_rec}`); console.info(`linked_val: ${linked_val}`); if (linked_val == "Not Listed") { console.warn("Not Listed - Clearing and rewriting entry"); await linked_table.updateRecordAsync(`${linked_rec}`, { "Linked Text": `Example updated ${linked_table} record text`, //"Main" : [{id:`${main_rec}`}] //Field is updated with expected record via recordID "Main" : [{id:`${""}`}] //Attempt to clear field is not working... }); console.info(`Updated Table "${linked_table.name}" record ${linked_rec} with "${main_rec}`

I was trying to set up an automation that after 5 minutes of a scheduled date and time in a record email the person of the record but I can't find that option in the automation list.

I have 2 tables (Table 1 and Table 2) in a base (Base B). I have created 2 automations, the second one is not working.The records are created in Base A - Table 0 and synced to Base B - Table 1, so Table 1 is a synced table. The first automation works: When a record enters Table 1 (view X), a record is created in Table 2. The second automation doesn't work: when a record is updated in Table 1 (view X, all fields), update the record in Table 2The error is: The record does not exist. I wonder whether the problem is the fact that its a synced record. The record IDs in Tables 1 and 2 are exactly the same, but Table 0 shows a different one.Would anyone know how to fixt it? Thank you in advance. 

I highly suggest adding Multi-Trigger capabilities to Automations. This would enable users to require multiple Trigger rules to take place in order for an action to run. To optimize this functionality, users should have the option to run their automations in three ways: Only if ALL trigger rules are true If ANY trigger rules are true If custom formula is true (i.e.: IF TriggerA and Trigger B are true, OR IF Trigger A is true and Trigger B is false…)

We are currently using Airtable with WATI. We aim to streamline data collection, particularly about crop information and pricing. However, we are facing a specific challenge that we hope the community can help us address.We are creating an Airtable form where our team members can input data such as the type of crop and its corresponding price.Scenario: Imagine filling out the form, and they want to add information for more crops than the initial form offers fields for. Instead of having to predefine a specific number of fields for crops, we want users to be able to click a button or use a similar feature to dynamically add fields as they need them.Questions:Is it possible to dynamically add fields while filling out an Airtable form, or through a user-friendly feature like a button?If not, do you have any recommendations or workarounds for achieving this kind of dynamic field creation within Airtable forms?

Hi there, I am trying to use an automation with the following setup : Trigger : When a record is created (in Table 1) Action 1 : Find record (in Table 2), where Name = Field 1 from Trigger Action 2 : Update record (in Table 1), with Record ID = Airtable Record ID from Trigger In this action 2, I am trying to update several fields using field values from Action 1. However, I noticed that the automation is only working when ALL fields from Action 1 used in Action 2 are not empty. If at least one of these fields is empty, the automation will fail with the following error message : Failed to construct the value for “Fields”. I suspect that the Find Record action only bring fields with non empty data and ignore the others. Is it the expected behaviour ? Any workaround that doesn’t involve creating a formula field for each field that I am trying to get the value from in Action 2 (because I really have a lot of them) ? Thanks.

i have gotten the same error message several times in a row: Microsoft reported an error while processing this action:Microsoft may be experiencing issues with their API Any ideas on how to resolve this?

Hey everyone,I aim to enhance my CRM by achieving the following:Establish a connection between my Gmail account and an Airtable for contacts. I'd like every new contact's email to automatically create a record in Airtable or Google Sheet/Excel, facilitating manual loading into my Airtable.Currently, I have two tables - one for personal contacts and one for companies. While the tables are linked, an issue arises when multiple contacts from the same company result in the company appearing multiple times in the Company Table. How can I modify this so that the company name acts as a banner, allowing me to click and view all associated contacts?Thanks, everyone.

como hago para que se sume si un registro aparece en otra tabla???

Hello airtable enthusiasts,I was wondering if anyone here has tried documenting airtable automations. I have a bunch of automations that use airtable blocks and sometimes even use the airtable scripts. I want to do a step by step documentation of what the the script does in a separate file for future reference. Is it possible using airtable? Alternatively does airtable AI help with it? If not, are there any other tools that help with the documentation process? Thanks 

Hello Airtable community,I'm trying to build a light personal content management tool, and I would really value your help. I've tried to explain the situation and questions as clear as possible below, and appreciate your help. Please let me know if you'll need a clarification.SituationThe database consists of (among others) the following tables:Industries: each record is an industry such as [IT] and [HR]User: each record is a user with basic user info, and also fields like [language] and a linked field [industry] (from table [Industries])FeedPosts: each record is a content item from a rss feed, with fields such as [title] [text] [image]  and a linked field [industry] (from table Industries)Content: this is the table where I need help for: see belowChallengeMy challenge for the records in the table [Content]:Multiple records should be created: for each user with the same value for [Industry] which matches the value [Industry] from the [FeedPosts] table a record should be creat

Hi All - new here and I've stumped myself! I had an automation that successfully took values from a list field in a projects table (tbl_Projects), and created separate records linked back to the project in an operations table (tbl_Operations). It was triggered on a button.  Example: tbl_Projects.ProjectName (Text)             tbl_Projects.OperationsOptions field (Multiple Select)Project 1                                                      Prep, Cut, Printtbl_Operations.OperationName (Text)  tbl_Operations.ProjectLinked  (Linked)                    Prep                                                &n

Hello! I have created a Airtable Team Calendar for my team. This calendar gives people the visibility to check who's out of office/PTO for capacity planning. In this page, they can add their meeting with a button I added called "Add Event". Is there a way to automate this submission so that it goes to the user's Outlook calendar as well and mark them as Out of Office/PTO for the days they selected? Right now it would be double the work to do this within Airtable and then Outlook so I'm looking to see if this is possible so people don't have to go the extra mile. Thank you!

Hi all,A few months ago I had an automation working as follows.Trigger: Everyday at 8:00am - Find records were condition1 = x and condition2 = ySend an email with a grid/list of records matching these conditionsNow when I try to use the automation, 'grid of records' or 'list of records' are no longer options within the Message section of the email action. I even went back an old snapshot of the automation and found it existing as an option - but it fails to run and is greyed out (see photos below ). Copying and pasting this variable from the old snapshot to the current base results in an 'Invalid value' error.The 'How to create email digests with automations' guide follows these exact steps yet it's not currently working.Any help or ideas appreciated.AlexOld option to insert grid of records:No longer able to select 'insert grid' - greyed out: