Automations

Hi, We’re currently running our business using a software package called Squeegee, but we’ve reached the point where it doesn’t allow us to scale effectively. We’re now looking to build stronger internal systems using Airtable and modern automation tools. The goal is to move away from software limitations and create structured, scalable processes that automate individual tasks wherever possible. At this stage, we’d really value an initial phone call to discuss requirements and explore whether there’s a good fit. Ultimately, we’re looking to build a long-term relationship with the right person, ideally on a retainer basis, where work can be carried out as and when required. If this sounds of interest, please let me know your availability for a short call to understand our requirements and a brief overview of your experience with similar system builds. Kind regards,David Halford 

I am traying to do the code scanning. In normal code development work flow we do the code scanning for vulnerability or exposed API keys. Is it possible in the airtable

Hi, I am looking for help with dates and quarters - we have several date fields across multiple tables that currently use each a LONG formula to calculate fiscal quarters (with specific start and end dates, not just first/last day of the month). I am hoping to find a way to use a table with start/end dates to populate the quarter fields in these other tables. I don’t want to use linked records, I think that would be too difficult to manage given our volume of data. I don’t think I can do it with a formula because I need information from separate tables. Is there a way to do this with an automation? Something like...when X date field is updated, find value from Y table?Thanks for your advice!

Good afternoon, I have a database with a number of different membership categories - e.g. Partner, Society, PAHH - and have set up automations to pass the membership details to generate either a form letter (via MAKE) or email (native Airtable) as a reminder that the membership is due. At the moment, I have multiple automations for each membership category for each of the 4 letters required. This is unwieldy, and there is a lot of scope for mistakes with so many automations and webhooks.All the 4 letters for each membership category are the same, other than the partnership category. I cannot work out how to have just one set of automations for these letters which passes the membership category to either the email or MAKE to personalise them. The problem is that some members are in more than one category, so I cannot, for example, use the membership field as there may be “Partner” and “PAHH” in that field, and I only want the reminder to be sent for one category.

I’m building up a base for my team. We have many workflows/processes that occur throughout the year and I want to track them, so our team stays on track and have ownership. I’m starting with one workflow but I’m running into an issue where my workflow tasks aren’t getting automated correctly when it runs for the month. My base is currently set up with People, Tasks, Projects, Process Templates (Where our workflows are held), Task Templates (where I would like the tasks that are associated with the processes held), Runs (when this workflow occurs), and then Workflow Tasks (where the team would edit and keep track of their tasks associated with this workflow).Two Things:1. When my automation runs, its supposed to populate all 7 tasks into the Workflow Tasks so that the team can start tracking them. However its only pulling up 1 out of the 7 tasks even though my Find Record is showing all 7 Tasks. I have it repeated and for it to create a r

Hi Airtable community! 👋I’m working on a base where I track projects and tasks. I have two tables:✅ Projects – one record per project✅ Tasks – linked to Projects (many tasks per project)In the Tasks table, I have a checkbox field called “Completed”. What I’d like to do is:➡️ When ALL tasks linked to a project are marked Completed, I want a field in the Projects table — like “All Tasks Done?” — to automatically update to checked.➡️ If even one linked task is not completed, then “All Tasks Done?” should remain unchecked.Right now, I’m trying to achieve this with: A rollup field in Projects that counts whether tasks are checked (ARRAYUNIQUE(values) or COUNTALL(values)), A f

Unbenownst to us and without warning, we ran into our Business tier automation limits. We run a mission-critical medical company. Is there any way to escalate this internally at Airtable? I have already submitted support tickets and contact forms. Ticket # 01168252. My business is literally stopped right now due to this and the repair process will be significant, and we didn’t have any warning whatsoever. 

I am trying to create a google doc and populate it with data from airtable. The report pulls from a survey table and a linked responses table (~71 responses need to be organized into pillars and topics in the google doc). I have been trying a combination of automation and scripting or the scripting extension and google app scripts to generate the report. With every attempt so far, I have been blocked by 302 redirect errors. Has anyone been able to successful use the combination of app scripts and air table? I love it for the flexibility on formatting, but am not sure how to proceed. 

I have a table where I’m recording goods sold off from our inventory with a checkbox and status change. When I change the dropdown to `Sold` or `Donated` - I want to be able to :  Copy certain columns from one table to another (in the same base) Request certain fields to be completed (sale receipt upload, sale price added, etc)Is that at all possible in Airtable? 

Hi everyone — quick question about Airtable’s native Google Drive sync feature.We use a synced Google Drive table that should refresh automatically about every ~5 minutes. Occasionally, the sync fails or disconnects, but Airtable seems to only surface this through the UI (banner/error state), not through any automation trigger or field.Goal: Send a Slack alert when the sync itself fails at the table level (not tied to individual record changes).Is there any native way to monitor Google Drive sync health or detect sync failures via automations? Or do most teams handle this with a workaround like heartbeat/staleness checks or external monitoring?If this isn’t currently supported, I’d be happy to submit it as a feature request — just want to confirm best practices first.Thanks in advance for any guidance!

I have a main database that stores all the data for my company that is collected from various sources (team member input or customer input but all data is entered through forms) and I need help ideally preventing the input of duplicate records, or at the minimum flagging/alerting the person entering the data that a record already exists.To simplify - For my team member forms:Is there a way I can have a script or automation check existing records for matching ‘Project Name’, ‘Customer Name’, and/or ‘Customer Email’ and if any of these exist already, allow them to update/edit the record. Or, if it does not exist, they can create a new one. If there is no ability available to to stop/alert them while they are creating, can an automation be used to send an email after the form is submitted alerting them that it was a duplicate so they can go in a fix it?For the forms being filled out by the customer:Same as #2 above,

I have an Automation that sends an email when conditions are met that includes Update Record link for Fillout. However the link is emailed as a text field - e.g.  https://forms.fillout.com/t/zzzz?id=xxxxHow do I modify so it sends as a clickable link.I have tried  "<a href='" & {Your Formula URL} & "'>Open link</a>"  and it did not work. 

Hi everyone 👋I’m trying to use Automations → “Generate structured data” to extract structured data from a file that’s attached to a record (e.g., CSV / PDF / image). My automation is simple: When a form is submitted → Generate structured data.The confusing part: when I select the Attachments field as the input, Airtable only lets me choose attachment properties like URL / Filename / Size / Type / Attachment Viewer URL / Expiring Download URL (see screenshot). It’s not clear to me whether the model can actually read the file contents, or if it can only see metadata/links.My questions: Is it possible for “Generate structured data” to ingest an attachment and parse its contents (e.g., read a CSV and ou

Hi everyone 👋I’m an Automation Specialist working with Airtable and Make.com (Integromat).I help businesses:• Build scalable Airtable bases• Design and optimize Make.com automations• Integrate Airtable with Microsoft 365, Google Sheets, CRMs, and email systems• Replace manual processes with reliable, documented workflowsRecent experience includes:• Membership & renewal automation systems• CRM sync with WhatsApp and email workflows• Multi-step Make.com scenarios with error handling and loggingI’m currently available for:✔ Freelance projects✔ Long-term automation support✔ Remote contract workIf you’re looking for help or want to discuss a use case, feel free to reply here or send a DM.Thanks! 

Hi everyone!I’ve been experimenting with Airtable as a way to organize and share daily word puzzles inspired by the NYT game Letter Boxed. The idea is to create a base where: each day’s puzzle layout is stored, community submissions (solutions) are logged, performance (time/words/points) can be tracked, and users can filter or sort challenges by difficulty or date. So far it’s been really helpful for keeping everything structured and allowing others to contribute solutions easily.A couple of things I’ve set up in the base: Grid view for daily puzzles with letter sets and status Form view so players can submit solutions Leaderboard view sorted by points or speed I’m curious how others here might use Airtable for game-like engagement, daily cha

We use Airtable to manage trailer rentals and insurance compliance. Customers periodically upload updated Certificates of Insurance (COIs), and we need to retain all past COIs for audit and compliance purposes. The issue is that Airtable automations overwrite attachment fields when updating records. When a new COI is uploaded, it replaces the previous file, which causes us to lose historical documents.What we want is for a “Misc Attachments” field to act as an archive, where: Any new file added to the COI field is copied into Misc Attachments Existing files in Misc Attachments are preserved No previously uploaded documents are deleted Requirements: Both fields are attachment fields in the same table The process should be automatic (triggered when a COI is added) The archive m

Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m running into automation errors in my Airtable base. Could you please share your suggestions on how to troubleshoot and fix them?RegardsDheeraj Sudan and Meenu Hinduja

I have a database that is used to record the status change of projects and I need help with my automation. Currently I have an automation set up that is triggered when a record is updated (watching the “status” field); then it creates a record on my Change Log Table. I want it to record the “old” status and the “new” status in a field, along with the date the change was made and the user who made it. I am having trouble setting this up, can anyone help? Thanks in advance!

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?