Automations

Hi guys,The easiest explanation of my problem is this:I have an orders table and I have a “Tags” field in that table (multi select) - one of the tags is “Awaiting Payment” When a customer pays, a team member will remove this tag. When this happens, we want to automatically leave a note in our Notes table.We already create notes automatically in other automations so are confident with that part, but the trigger is more of an issue?I’m thinking that maybe I need a “Tags Previous State” field to copy to?Not really sure, I appreciate any insight anyone can offer. 

Hi Awesome Airtable folks, I am a fairly competent basic Airtable user - basic integrations and data moving between bases, however not a full coder (so need an easy solution that is easily passed on to others please). I would love your advice on the best approach for this: -We have an event, and we have 2 different H&S forms that we require our various stakeholders to complete. Each area (trade, volunteers etc) has its own base in AirtbaleForm 1 - DeclarationA simple airtable form, no images. Built in Airtable, communicates directly back to base. Worked well last time.Completed by - trade onlyForm 2 - InductionNeeds to contain imagery. This is where we came unstuck last year as Airtable Business doesn’t have imagery in the forms, so we built with an integration in Jotform. This created data and sent it back to the airtable base, but we struggled to integrate it with existing data so had to manually audit it. We also have people attending who will complete this form that we do not h

Hello all!I’m building an inventory database with an associated request form. I have two separate tables - one for full inventory and one for the request. In the request table, I’ve allowed people to link records from the Inventory to a requestor record. What I want to happen is that when an item is added to that requestor record, I want the associated item in the Inventory table to update its status to “Checked Out”.  Can anyone help me logic this one out?  Thank you!

Hello I am working to find a way to connect stripe to Airtable. The use case for this is to show when a customer’s account is paid, past due, or cancelled. We have a people base in airtable that is each individual user in our system. Name, company name, emails, etc In stripe we have subscriptions that are paid and automated there. All payments are through this system. Some stripe subscriptions are an ap or accounting email but pay for 10 users in our people base. I have tried zapier but it does not have the ability to connect the two in the way that is needed. I am thinking I need to connect the unique stripe customer Id to the user in airtable. Not sure if this is best done through the stripe meta data. Then I would need a script to connect this meta data to the users in the airtable base.

Is there is way in airtable filling the form by quarter and once it is submitted it should create multiple record as per the quarter.

I have Airtable base which contains persons name and their job title. I want to retrieve LinkedIn URL of person’s based on their name. How to do that?

Is there a good method where when I apply to a job in LinkedIn that it would trigger or gather the details of the job--company name, position, date applied, etc. and export/import the data into my AirTable base as part of my job search?  

I have created an automation that sends an email with text and numbers. The numbers are pulled from two dynamic fields. One field is a percentage and the other field is a currency. However, the percentage and currency formats aren’t making it over to the email (sent by Airtable). Looking for input on how to format the numbers into percentage and USD currency. 

Basically, I want to import a Google Sheet into AirTable then I want to be able to edit fields in AirTable and those fields are automatically updated in the Google Sheet.Thanks for any help!

Hello community,I’m a coordinator for events around Cleveland, Ohio and we track food truck vendors in Airtable. Each vendor needs to submit a TFSO permit (Temporary Food Service Operation), which is a standardized PDF. Right now we export each record from Airtable and manually fill out the permit PDF, which is repetitive and slow. I just discovered Instafill.ai, an AI PDF form-filling service. They have a case study about automating Michigan STFU permits, which sounds like exactly what we need.Has anyone used Airtable automations to send base data to similar services? Or used Zapier to automate filling PDF permits from Airtable records? Any tips or examples would be a huge help. I can share the blank permit PDF if that’s useful. Thanks!

I have setup an automation so when someone emails a purchase request, it makes a record and notifies me in Airtable, however it doesn’t look like there is away to email an attachment and have it populate the attachment field. Is this possible?

I’ve set up a base that tracks a specific team’s incoming trouble Tickets. The main Tickets table has a single-select field for Status, which can be ‘Submitted’, ‘Needs further details’, ‘Queued’, ‘In Progress’, or ‘Done’. I’m now working on reporting and management would like to know the full time it takes for ticket resolution, but also how long a ticket remains in each status before progressing.I can’t decide which of these approaches would be preferable: Have an automation create a new linked record in a Reporting table with a time stamp when a ticket is created, and then create an additional new linked record on the Reporting table for each subsequent Status update. Then I’d need to do a little more work to compile all of the records on the Reporting table that link to each Ticket (I’m assuming via a bunch of rollup fields). I’m hoping that stamp can also include the name of the Status that’s being recorded Have an automation create a new linked record in a Reporting table with a

Good afternoon,I am using Make.com to pull information from Airtable, generate a letter/timesheet, save this to One Drive then I need to import it back to Airtable as an attachment. The Make.com syntax is fine (and has been checked by the Make.com support team), and when I run it, there is a fleeting icon of a file appearing in the attachment field on Airtable, but then it disappears and the attachment is not in Airtable. If I run this through Cloud Convert to create a PDF, it works, but there is a 10 second delay in creating then uploading the document, which then means further iterations fail. What I need is for the document to pull in as a PDF directly from One Drive to the attachment field in Airtable. Any help gratefully received. It works fine when I use Google Drive, but I’m trying to avoid this as the company would like me to keep it all on the Microsoft subscription.Thank you, Jane

I have a base and different tables. I am working on scenario in Make.com. the logic is watch records ( rsvp table), get a record from ( rsvp table), get a record from presentation Topic, search records( Summit speaker), update Summit Speakers, zoho email, search records( affiliate interest) and then update affiliate interest. When I use id it gives me 200 but no field updated it is clear but when I map data from watch records and get a record (rsvp) to update affiliate interest I get an error 422 it says can not fine such collum. But all collums are there, cache was cleaned, reconnecting was done, tried upsert module. Nothing helps I think problem somewhere in Airtable but where? Will be glad to hear any suggestions? Thanks for help.

I have a form that someone may fill out multiple times using the same email address. I want to use that email address to update the original record created with the new information (if it is new). Can someone guide me through the automation to do this?

There has got to be an easy way to fill an Adobe PDF form with an Airtable record.It honestly sounds simple to me and I can’t find a solution (so I guess it’s not simple LOL).  I should be able to map fields from airtable to the fields on the existing pdf form and press a button to put the airtable data on the pdf form. Done. I’ve been messing with this for days now looking for a simple solution.  Fillout offers a complex solution and I’m struggling to overcome the learning curve.  Fillout forms are max two columns and it just doesn’t look good to me.  I like the way airtable forms look, the the functionality is limited.  For example why doesn’t a button exist to “SUBMIT and email a formatted copy of the data”? Currently, our staff is using an airtble form to enter data into the table.  Works fine.  But thennnn, someone has to physically enter that data from the airtable table into an existing pdf form.  Very time consuming and mistake prone.  Cut and paste or retype 50 fields.  We dea

Hello, I’m trying to use for the firs time a Airtable table inside a Docusign Maestro. At the Airtable workspace I created a table called Clients. Now, using a Docusign Maestro step called “Read from Airtable” I would like to select that table then read the records.A picture where I’m trying to config the step: How to do that? Thank you,Alexandre

I’ve set up a marketing base and part of what I’m using it for is creating UTM parameters. There are a few fields that are inputted via form, like campaign name and start date. Each of those has a secondary field in the base where the data from the first is made lowercase, special characters and spaces are removed, etc. Then those reformatted fields are all concatenated together into one field called ‘Calculated UTMs’. As is standard with UTMs, several of those different sections are separated by underscores.I’ve set up an automated email to send these generated UTMs to someone on our GA team, and I’m pulling in the ‘Calculated UTMs’ field, but it’s displaying the final UTMs incorrectly - instead of showing with the underscores, it’s removing them and using them as indicators of where to make the text italicized. The field is also shown in an interface, and the underscores are correct there. I’ve tried using asterisks and backslashes around that field name in my automation, but it’s no

Hi there. I have a table "business partners" with records of type "supplier" and "brand" which are linked between each other. a record of type "supplier" can be linked to multiple records of type "brand" but a brand can only be linked to one supplier. i always want the links to be two way. i.e. if i add the record "Gmail" to the table and link it to the existing record (of the same table) called "Google", i want airtable to automatically identify that there is a missing backlink (ie. record Gmail has "Google" in its "link" field, but record "Google" does not have anything in its link field) and link the record "Google" to "Gmail" automatically. i have an automation that can trigger based on view conditions correctly. i want the automation to trigger, then "find" the linked record (i.e. Google) by ID and then copy whatever existing links are in the "link" field and add "Gmail" to that. However automations refuses to find a record in a table based on the values of a "link" field. ev

Question:What are the best practices or automation options in Airtable to manage and proactively govern user licenses and access?Details:We're currently reviewing our Airtable usage to optimize license management and access control. Our goals are:Reduce the number of licenses to under 50 (e.g., a user like Stevie B. currently has two licenses).Convert some Editors to Viewers where appropriate.Remove access for users who no longer need it.Identify unknown users with access and resolve their status.We would also like to develop a governance process to prevent this from being a recurring issue.For now, our model involves each admin monitoring Editor licenses whenever adding a user and reaching out to teammates if any license changes are needed.We’d love to hear:How other teams handle license management efficiently in Airtable.Recommendations for automation or tools to track and alert admins about license usage.Any governance frameworks that have worked for similar access management needs.

What are some good software options for automating generation of word docs using data from a record in Airtable? I would like to be able to trigger the automation in an Airtable interface (as opposed to an extension on the data side).

Hello, The article on “Airtable automation action: Send MS Teams message” has options mentioned in it that I don’t see on my airtable (we have enterprise), specifically the “Dynamically messaging channels and users” section. Are these upcoming changes? I would love to see these implemented, especially being able to tag people in teams messages or sending messages straight to users. Link to the article: https://support.airtable.com/v1/docs/send-ms-teams-message-actionLet me know. Thanks!

hello i want to make symptom and medicine database. where i select multiple symptome and common medicine shows. i have done relationship, but how to get common answer of multiple symptoms medicine . plz guide

Hey! Wondering if anyone has any insight into this!I'm creating an automation between Make.com, Chat GPT and Airtable to automate part of my content creation process. I'm stumped in this automation and would love a hand! The make.com senario uses a webhook to grab an airtable record, sends the record data to Open AI for Chat GPT to make a completion then sends the completion back to the original airtable record.And it's all working, which is exciting!EXCEPT the chat GBT completion doesn't end up back in the airtable record. I'm not getting any error messages to troubleshoot though. Not from make, airtable or chat gpt so I'm not sure what or how to troubleshoot this.All I can see is that the scenario completes successfully but there's no output in airtable.Inside the Make.com RAW log there also shows a Chat GPT output but the output doesn't relay to the irtable record. Again, I'm not getting an error message anywhere throughout the process. It all looks lik

Hello Community, We have noticed the following error when sending automated emails: Although I have defined the customer as the recipient (with myself as the trigger in CC), the email is primarily sent to me and only to the customer in CC. Screenshots are attached. Do you have any idea what could be causing this?