Automations

Bonjour à tous 👋 Je suis en train de mettre en place une automatisation entre mes tables “Banque / Paiements” et “Synthèse mensuelle”. Objectif : Quand j’ajoute un paiement (avec une date et un montant) dans Banque / Paiements, Airtable doit automatiquement créer ou mettre à jour la ligne correspondante dans Synthèse mensuelle, et additionner les montants du mois.  Ce que j’ai déjà fait :1️⃣ Déclencheur : “Lorsqu’une entrée est créée” dans Banque / Paiements2️⃣ Recherche : “Rechercher des entrées” où Clé mois = Clé mois3️⃣ Création : “Créer une entrée” dans Synthèse mensuelle4️⃣ Mise à jour : “Mettre à jour l’entrée” pour lier le champ Mois (lien) Mon problème :🔹 Le champ Mois (lien) dans “Banque / Paiements” reste vide (ou “dossier sans nom”)🔹 Et je n’arrive pas à faire apparaître “Aucune entrée trouvée” dans la condition de vérificatio

’ve created four tables. Clients is the master table. New submissions from my intake form go straight into Clients.The other three tables are Service_1, Service_2, and Service_3. When I deliver, say, Service 1 to someone who already exists in Clients, I want to link that service record to the existing client—not just type their name again.Concretely: if I start a new record in Service_1 and type “John Doe,” I want that entry to reference the same John Doe in the Clients table, so I can pull his saved info (email, phone, notes) via lookups—rather than duplicating data.What’s the best way to do this?

Hello,Please I need help with resolving this blocker I’m encountering with the system adding multiple records of each unique client email to the email sent. I have tried replicating the issue in the loom recording 👇🏼;  Looking forward to positive responses and best/ideal recommendations 🙏🏼 

Hi, I feel this is a tough one and I would like to have some help to figure out where to start.I have a table of contacts and I want to send batch html emails to some of them only, depending on conditions, eg by country. It would also like to populate those emails with data coming from the contacts records, but also from other tables depending on what those batch emails will be about.Here’s a simplified example of what I need. One day I may need to send information about project A (from a “project” table) to my contacts in Canada. A week later I may need to send information about project B to my contacts in England.How would you do something like that? I expect I will need to use some sort of extension like Make, or maybe sendgrid? And maybe some sort of “Campaign” table, and automations?Thanks all for the help!

Hi everyone,I'm hitting a major roadblock trying to consolidate data for our care planning system. The main goal is simple: we need to merge the results of 25+ different assessment outcomes (Core Prompts) into a single Linked Record field on our final tracking table. Basically, we need the system to reliably weld 25 lists of IDs into one final master list. -Our Automation Setup  Structure: We have 25+ independent Automations, each dedicated to one Core Prompt (e.g., "Pain," "Swallowing"). Trigger: All 25+ Automations are set to trigger at the same time when a new assessment record is created. Action Flow: Each Automation executes a quick sequence: △Action 1 (Find): Finds all related Care Problem records based on a Formula field value (the core prompt name). △Action 2 (Write): Executes an Update Record to append the found list of Problem IDs to the target record.-Obser

This is kind of complicated and I’m not sure if it will be possible, but here goes. I’m trying to automate data entry for each record I create in my Project table. What I have set up now is a Long Text field called “Paste” where I paste the contents of an email, and several field agents that comb through the text of that email to fill out fields like Project Name, Project Type, Notes, etc. Each email contains the name of several people associated with the project’s production team: directors, writers, and producers. I have a separate table that is a Master Contact List of all the names that have ever been entered, and in my main Project table, I have a linked field called Production Team that links to the Master Contact List. Multiple linked records are allowed so that multiple people can be logged in that field in the Project table. Right now, I have to manually enter all the names. I would love for a field agent to be able to do this for m

I am new to Airtable and need help or confidence about the process. I have created two interfaces, an intake form and a directory to organize  the data collected from the form. I am unsure of how the form data populates the directory. Am I missing something?Thank you to all who reply.

Hey, I’m trying to achieve a scheduled reminder for the people assigned to the records. I have the whole logic defined, but it looks like the simplest solution of using “Actionable message” within “repeat for each” within the list doesn’t work (as Actionable message is waiting for action before moving forward).  Any other ideas on how to approach it in an easy and clean way without adding extra fields in the database?Also, Airtable Team, it would be awesome if this could be actually improved on your end if possible :) 

This one is a little convoluted and I can’t figure out where I’ve gone wrong. I have three tables - course list, participant list, and course completion status. I set up an automation so that when a participant is added to the linked field in course list, or a course is added to the linked field in the participants table, it creates a record in course completion with that information.What is happening is that the new record will do one of three things: it will link to the correct record in the course list, it will link to a different record in the course list, or it will create a new record in the course list. I actually need to make some changes to accommodate users who get future enrollments, but I want to get this working first.Here is the automation setup:When record enters a view in Participants table, create record in C

Hi,i’ve created an automation to update a record (eg. personal information) when a form is submitted to update.however for some applicants, is giving me this error. anyone that can help? thank you 

Hello! I’m trying to create an automation that allows me to add someone to a collaborator field without replacing any data that is already in the field. Is this possible? That is, if 3 people are already in the collaborator field and I want to add a fourth via an automation, can the fourth be added without removing the other 3 that are already in the field?

Hi, all! We’re using Airtable to intake scheduling for content, and have an automation that builds a secondary record for later content updates based on information provided in the intake form.As a second step in that automation, I’m trying to send a note to a Teams channel to confirm the automation has run and alert our team that there’s a new task scheduled on the update date .. but every time I test the automation, the update date generates blank in the preview and comes through blank in the Teams message as well, even though the field itself is populated in the original record (that’s one of the conditions).Is there anything I could be doing wrong, or is this just a quirk that will be worked out at some point?

I am using airtable to push emails out via my gmail. However gmail says they’re bouncing back but airtable doesn’t seem to track those emails that have bounced in gmail. I want to be able to change the status to “Bounced” and then automate to use another email i have in the airtable.  

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

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 am on the Free plan for now trying to make sure everything will work …. I’ve got a Find records and no matter what it only returns 10 records, even if I make the only condition where it should catch them all. For example the primary field of “Name” is not empty. Or switching to a View based and still the same result.Is the free account limited on the number of found records? or am I being a major bonehead on my action...

I have an automation that invokes an API taht requires authentication credentials. What is the best way to store those credentials so they cannot be read outside of the automation? Does the input.config do anything to obfuscate them?

Hello,I'm experiencing a critical issue with my Airtable automation connected to Make that stopped working yesterday, and I urgently need assistance as this is putting a client contract at risk.The Problem: My automation was functioning perfectly until yesterday. Now, when triggered from my Interface button, I'm receiving this error from Make: The operation failed with an error.Error: Validation failed for 1 parameter(s).- Missing value of required parameter 'id'.My Setup: I'm using a script in my Airtable automation that sends data to Make via webhook:javascriptconst { recordID } = input.config();await fetch('https://hook.us2.make.com/2eto4rtkvo8js15rcg05e69ntn5vceqe', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ rid: recordID }) });The recordID input is map

Hi all, I have been struggling to figure out a way to solve this all day. I am wanting to track checked out laboratory media in an interface graph so that team members who create the media can see how much is being used per week. I’d like this to be automated for the previous week, but specifically Monday through Sunday of the previous week (so that you can check any day of the current week and the numbers would remain the same for the previous week). My plan for this was to set an automation trigger for early Monday morning, that then finds all records within the last 7 days (all checked out items have creation dates + times for the check-out record), and then marks them with a date for the previous week’s Monday, using the Update Record command (which would be found using a formula field consisting of DATEADD(NOW(), -7, 'days'), which will return the previous Monday (because the trigger to pull from this field is occurring Monday morning). The interface would then pull from values

I know this has been raised before as a feature request but is there a way to add a default value to a date field through automations or some other mechanism other than pleading airtable to implement or a third party add-on? Thanks in advance

Hi everyone, I’m currently testing the ai field agent’s capabilities for automatized tagging of records, but I’ve come across a limitation that I seek to overcome with your help: No centralized tag management. When using the field agent for direct ai tagging, I have not found any option to provide tags in a centralized way, similar to how you can do with linked fields for human tagging. There is the ai recommendation option integrated into the linked record field, but this does only add a recommendation for human usage. Is there a way to have it both? The centralized tagging table and ai field agent tagging? I’m considering injecting an accumulated list, of all entries in my tag table, into the prompt of a simple text ai field agent and have it output it’s selection as a list, which hopefully could be linked via automatization features.

Hello the script I am pairing with my tables is not running a test and giving me feedback on whether it is completed or not.  It just started today as well.  I checked my account limits and have not exceeded them.  Can anyone advise on this issue?

Hello. Thanks for any help on this.Can someone point me to a similar procedure that does the following:After a record is updated:User clicks a button to send a text with information from the updated record A SMS text is sent with this information to a constant, static list of telephone numbers.I’ve looked up several things on Youtube related to this, but they always seem to be too simple for what I’m looking for or too complex.I do use Zapier.  I did create a trial Twilio account.  I don’t mind sending with my own phone, this will only be 4-5 texts per week to 2 or 3 people.Just pointing me to a similar process I think I’ll be able to sort it out.Thank you.

Hi,I have two tables : “clients” and “registration form”. I want to be able to send a registration form to any client no mater if the client is already in my “clients” table or not. (I also have a course table). Lets say I ask for the clients email in the form. If the clients email is already present in my “Clients” table, I want to link the newly created “registration form” record to that specific client in the “Clients” table. If not, I want to create a new record in the “Clients” table with the new client info. Is it possible to achieve this with Airtable or with other tools like fillout? Thank you very much!

Hello.I am new to Airtable and I have a question concerning linking to another record. Is it possible to automate this process so that data from every record from a field (column) on the "source" table may be copied to a field on the "target" table? The data would need to be consecutive and ordered by the same ID number used on both tablesI found a JavaScript online that may work, unfortunately, 1) I have the free plan and scripting is not supported; and 2) my experience with JavaScript is limited. I added a third party add-in, however, the apparent complexity of the application may prove to be problematic.Any guidance would be appreciated.Thanks!