Automations

We are looking for Airtable to help automate our Onboarding process.  It seems like it sends a blank email whereas we want a calendar invite they can click accept and it be inserted into their calendar.  Then we also tried Google meetings to get this working but it only works with 1 user.  Once you add more than 1 person it will not send a calendar invite.  Any advice would be appreciated.

Hi guys, I’m looking to add an automation which assigns an 'issue number' when a new issue is recorded in my AirTable, either by intake form or manually adding in a new line. So the automation would need to understand that:A) Issues can come in groups so there could be multiple issues raised under one issue type and that they will then all need the same issue number assigned to them.EXAMPLE:ISSUE #1Product failure 1Product failure 2Product failure 3 ISSUE#2Sizing problem 1 ISSUE #3Color failure 1Color failure 2 B) Take the next numerical number in the sequence and not duplicate an issue number that’s already recorded somewhere in the table. For example, if I have 10 issues, and issue 1-5 are open, and issues 6-10 are closed, then the automation would need to assign '

Hello everyone,I’m currently using Airtable to manage my business database and I’ve run into a problem that I haven’t been able to solve. I’m hoping someone in the community can point me in the right direction.I have a table called “Services” with the following fields: Service (linked record to another table called “Service Catalog”) Sale price Labor cost Material cost Depreciation cost I’ve successfully automated the labor cost calculation based on employees and working time. However, I’m struggling with the material and depreciation costs.What I need is for these values to be “frozen” at the moment of the sale.In other words, if I later update the mate

This is a huuuge release!Finally, one of the top problems in Airtable has now been solved!For the first time ever, you can now control who receives automation error notifications!Amen and hallelujah!! 🥳🙌🎊🍾Check out the screenshots below.- ScottWorld, Best Airtable Consultant 

Goal: To update records in my base table when changes are made to an existing meeting notes document or a new meeting notes is saved. I’d like to review the changes so I can approve or reject any changes before the records are updated in Airtable.Situation: I currently have my meeting notes saved in Google Drive which n turn is  synced to my base in Airtable. When changes are made to an existing meeting note or a new meeting note is saved, it's reflected in my ‘Internal Meeting Notes” table in my base. So the sync works fineIssue: I created an automation to incorporate a trigger that activates when updates or changes are made to the 'Internal Meeting Notes' table;  an action was added to find records, generate AI-driven suggestions for updates, and subsequently update records based on the generated content. Here is a screen shot of the automation. The issues I have are that, I'm getting an error in the “Find record ste

Hi guys, hoping you can help me out here. I have ‘Table A’ which is used for collecting issues. I have ‘Table B’ that will be used to track the work being done to resolve the issues from Table A. I’m looking for a way to automatically populate predefined data fields from Table A into Table B when you put a ‘tick’ in Table A.For example: If I have Issue 1, Issue 2 and Issue 3 in Table A and I put a ‘tick’ on Issue 2, I want the predefined fields from Table A to then automatically populate in Table B. Any help you’re able to give would be greatly appreciated   

Hey everyone, I’ve been using Airtable for a bit now and I love how flexible it is, but I keep running into issues when it comes to forms. Whenever I need a form with conditional formatting, multi-step process, or really anything that goes beyond a “submit once” form. Are there any good tools/workarounds that could achieve this?

Hello Airtable Friends!! I am trying to send automations to emails, but my automation field is not loving any of the formats I am using to store the email. I’ve got a lookup field, I’ve got a rollup field, I’ve got a formula field to put the lookup field into, and nothing!!! Can someone please point to where I’m going wrong?For some (maybe?) useful background: these fields are connected to one that is “limited to last 1”, so I only see who checked out a piece of equipment most recently, the original emails are synced from another base, and I select the field name in the drop down list so the “Field ID” keeps coming up, regardless of which field I select (the ID’s vary, though). 

Buenas tardes, soy nuevo en esta comunidad y también en la aplicación Airtable. Me gustaría crear una aplicación para el seguimiento del tiempo de los empleados en una empresa. ¿ Alguien podría orientarme? Gracias

Hello everybodyI have 2 connected tables : Contact and Contact BehaviorIn Contact Behavior, I want to follow the way my contacts interact with my posts, my communities.In Contact, I have the general information about my Contact with a formularI connected Contact with Contact Behavior in 1 to 1 relashionship.All I want is, when I create a new contact in Contact Table, it creates automatically the contact in Contact BehaviorIn Contact, I have the forname, lastname, mail, phone and I generate by a formula the Complete Name (Lastname&” “&forname)In Contact Behavior, the first field is the Complete Name.My automation is :Trigger : when a contact is created in Contact tableUpdate the entry in Contact Behavior with this argument. Origin table : Contact. Id of the entry : Airtable record IDField in Contact Behavior : CompleteNameWhen I run the test, everythin

No mention of this in the docs.Is it possible to limit the number of found records by setting the maximum limit to “1”?

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?

Can anyone help me with my weekly automation to make sure all of my products from my latest product list are listed in all tables? I need a code for this: I want to check on airtable that my “inventory live”, “stock evaluation”, and “cost evaluation” bases, all include the latest products from my table: “latest product info”.

we are having a problem on some orders where the attachments are downloading when we click on the opposed to opening 

Hi Airtable Community!We're Query Streams, and we built a tool to automatically keep your Airtable bases updated with data from your databases and APIs.What it does:Connect your database or API to Airtable and set a schedule. Your bases stay updated automatically - no more manual imports or copy-pasting.New records get addedChanged records get updatedDeleted records get removed (if you want)Works with:Databases: SQL Server, MySQL, PostgreSQL, Oracle, and many moreAPIs: Google Analytics, HubSpot, Shopify, Stripe, ShipStation, and more comingSchedule options:Every few minutes, hourly, daily - whatever fits your workflowCommon uses:Project data from ERP systemsSales numbers from your CRMLive invento

Edit after ~1h of investigation: it turns out these are rate limits that are the culprit. Which raises a new question: if I change the email address in the automation, will it impact the runs that are currently in progress? My guess is no. And so, if no, is there any way to trigger a re-run of the currently stuck runs?  I several automations running that involve sending emails. They have both run over 6k times until yesterday around 8pm many runs are stuck in “pending”. There are several things puzzling about it:There isn’t a clear cut off when the automations started getting stuck. See screenshot below: several still pending from before 9pm on Oct 16, followed by successful runs, then everything after 10.15pm is pending.2.Runs stuck at d

Bonsoir, j'utilise une extension dans Airtable. Pour que cette extension fonctionne, il faut que je l'actionne manuellement en allant dans l'extension.Serait-il possible d'actionner des extensions via un bouton quand on est sur interface ?

I have an Airtable automation where I : Filter participation records based on the type of participation. Send a recap email with details specific to each type. Currently, I want to update the record to mark the email as sent. Right now, I need to include the “Update record” action in every conditional block, because Airtable executes actions only inside the branch that matches.Question:Is there a way to have a single “Update record” action at the end of the automation, regardless of which conditional branch was executed (ex : where I wrote HERE on the picture), instead of duplicating it in every branch?I’m looking for a faster, cleaner solution to handle this “final step” without repeating it multiple times.  

I’ve been going through tutorials and step-by step instructions, and I can’t figure out why my automation is not working properly. Please help!I have two tables (Export and Projects), each with a field called “Slug”. When a record is created in the Export table, I need an automation to check the Projects table and compare the “Slug” fields. If there is a match, no action is required. If there is no match, then a new record needs to be create in the Projects table.Here are my automation steps:The trigger: When a record is created in the Export table.Find records: Where Slug in the Projects table is equal to Slug in the Export tableIf [Find Records > List properties > le

Hi all, I am trying to create an automation such that when a person creates a new record in the projects table, a view is automatically created in the tasks table such that any records with that record are filtered to be the only records shown. I figured that this could be done with scripting, but I’m not sure how to create a view in the tasks table with a specific filter applied.

I have an automation that copies fields from one table to another once the checkbox is selected. One of the field is “Marketing, Communications & PR”. When the automation runs, it splits it into two items “Marketing”, “Communications & PR”. I want to have it as one sector when it is copied to the 2nd table. I tried some of the ideas mentioned previously but got confused. I can try “Marketing Communications & PR” which might solve the problem but don’t like it.Is it possible to solve this issue? Thanks a lot.

Hello all,I'm working on an automation that was working prior. Now when i changed fields on other tables (added lookups and notes that are not in automation) that were affecting it stopped working.I was working on a backup and I restored it back to normal and still not working.After running some test I see that the first step that is create record its not populating, therefore when I link back to that record it doesn't recognize it. None of those fields were changed but I did add lookups to that table and deleted a few fields that weren't necessary.I went back to revision history to see if I'm missing something but everything seems to be the same and now I cant link records. don't know what to do.Also the webpage asked me to refresh several times.The testing was working on the main CRM and when it stopped working on the backup it stopped working on the main as well (where I wasn't working at the moment)

I have three Tables. - Commit Items, Invoice Header, and Invoice Detail. Lets assume that For Commit No ACB001 there are 4 Records in Commit Items Table with many records for other Commit Nos.. When the invoice is received for Commit No ABC001 and entered on Invoice Header table with Invoice No and Commit No ABC001, I would like automation to grab four records from Commit Items table and create those 4 records + Invoice number in Invoice Detail table. How do I achieve this? Just a reminder, I am new to AirTable.

Hello all,  I want to update a record and use the famous trick to have another table and submit form.In the form a field contains the record_id of the line I want to update in the original table.When I submit the form, the automation fail, when I copy/past content of the cells in another line, the automation works.Here is a screencast to see the problem : https://youtu.be/DSfKKBnmfe0 And exemple of the lines (line 16 works well, line 15 breaks) : 16    rec4CbEaxD0FOSwWL    rec4CbEaxD0FOSwWL        Screenshot 2026-01-14 122852.png (https://airtable.com/appNAdRee7AIuvFLH/tblvVVZzS2tZ1btmg/recKXwRxIfZIWB847/fldD1Py2VRj2AtySo/attJtOQ7i1jcZtgKR)    Devis signé    checked    checked        15    rec4CbEaxD0FOSwWL    rec4CbEaxD0FOSwWL        Screenshot 2026-01-14 122852.png (https://airtable.com/appNAdRee7AIuvFLH/tblvVVZzS2tZ1btmg/rec16w5uCNmtP2gXq/fldD1Py2VRj2AtySo/attyeeGMrStyZYyDk)    Devis signé    checked    checked

Hi all!I'm trying to make something in Airtable which I think should be possible, but I haven't quite wrapped my head around how to make it do what I want.Here's the situation:I want a team to fill out a form with information which can apply to specific regions and/or date ranges. If one or both of the regions does not have an entry for today, I want to send them an automated email reminding them to submit an entry.I've got a base structure which looks something like this:The form part is easy, I have no worries there. Also, I was already able to set up formulas in the last 2 columns which determine if today or tomorrow is between the start and end dates.I thought I could then use logic in Automations to send an email if it encounters entries where:“Today within ra