Automations

Hi, i'm a total novice and really struggling with an automation, any help greatly appreciated pls 🙂My client hosts quarterly events, attendees register via airtable form. I am familiar with creating the form and the automated email reply. But thereafter the client would like to check the existing 'Contacts' tab to see if the attendee is an existing contact:If so, do nothingIf not, create a new contact in the 'Contacts' tab.I am stuck on the find records step, I'm not sure how to ask it to check the contacts table. When I look online it says to do find records, but I'm not sure of the conditions.Thanks in advance for any help

Hey Airtablers,I want my sales guys to be able to click on a button, and have it perform the following functions:- Update the 'last contacted' field- then create a linked record- then open that record into expanded view <-- This is the step I'm having issues with.I can't find a script or automation that opens records in expanded view. Right now they have to click the + in the linked record field, then click the + in the drop down menu to create the linked record. It 'works' but there's room for error and I want this to be as simple as possible for them while they're on the phone. This is what that looks like:Any ideas would be greatly appreciated!Paul

Hi,I have successfully set up automated emails via Gmail on Airtable.  Everything runs perfectly except that I can't work out how to change my sender name.The screenshot below shows the problem, it needs to be capitalised and include my surname.Just to reiterate, this is when sending via Gmail not from Airtable's own service.Many thanks in advance!  

 Hello Airtable Community,I’m seeking advice on dynamically generating a table in Google Docs based on data from Airtable, using Make (formerly Integromat) for automation.Here’s the challenge:I have a fixed table structure with predefined columns (e.g., Product Name, Quantity, Price), but the rows need to be dynamically added based on the number of items in a purchase order.I’ve successfully mapped Airtable fields to a Google Docs template using Make, and it works well for a single row. However, I need the table to accommodate up to 15 entries (or more) dynamically.What I’ve tried so far:Using Make to automate the data transfer from Airtable to Google Docs.Outputting a single row in the table, which works fine, but I can’t figure out how to dynamically add rows for multiple entries.Exploring the Page Designer in Airtable, but it’s limited to a sin

I'm having trouble at a couple of points, and there may be multiple ways to fix this. Firstly, I need this automation to happen once a week. Let's say I pick Thursday - I need it to run this automation on all records on a particular table that have the date as 8 and 9 days away. But I can't find how to make it a weekly repeating automation. Then, lets say that there are 6 records that fall on those dates. If I have that data sent to a google sheet, it puts all 6 rows from AT into just 1 row on GS. Is there no way to have it go to multiple rows? I have tried using a workaround of sending it to a Google Doc as a grid instead - but is there anyway to manipulate what order the columns are in? It looks like I can just select them or not, but the order I use them in for this purpose is different than the order we need them in for AT purposes. 

We use AT to manage rental properties. Here is a scenario and then what I am looking to accomplish. We list each house as a record in a base. We have a filed for when a house goes vacant to track when the rental turn project start and another for when it ends. I don't want to lose historical data the next time this same house goes vacant and needs a turn project. I would like to keep track of each time these change and create a place where we notate the last time before update the new updates. This will allow us to have a history of how long vacancy lasted and over time and with multiple properties we can get a feel for how long they last on the whole portfolio.Thank you in advance for your help.

I have a sweet automation set up for a client that lists important dates in a grid format. The date includes "UTC" and I can't figure out how to get rid of UTC. As you can imagine with all employees in the same time zone, the addition of UTC is not only unnecessary, but unattractive. I appreciate any ideas you might have to remove this from the email auto. 

Hi all, I have read a couple of posts on this question and tried the suggestions but I can’t seem to get it to work. I have a view that I am sharing via a view only link with various collaborators. In order to allow them to update certain fields of the records, I have an Edit Record button in the grid that opens a form where they can update the information, then an automation to update the form. One of the fields they can update is an attachment field. I want them to be able to add new documents without deleting the existing ones, as for certain records there are multiple documents that will be added over time. I would rather not create a separate field for each attachment and instead just add the new ones in with the existing ones. Is there a way to do this without using a script or an external program. I am on a free plan, and we have no budget for anything more. @Kamille_Parks I saw that you offered some solutions in the past. Below is a sc

Hi all,Hoping you can help me. Check spoiler tag for completely detailed explanation of my situation, just in case you can spy a base design issue that could easily be fixed: I have a table called "Products" and a table called "Definitions". I'm linking each product in my products table to the definitions table. The record in definitions is the classification/type of product, i.e., a wall mounted faucet. In the Definitions table there are internal instructions that our staff need to check off using rich text format before the product is considered ready. It would be instructions like "Wall mounted faucet is not located on an exterior wall".I'm using a Lookup in my Products table to retrieve these instructions and attach it to products based on the definition. Unfortunately when I use a lookup to retrieve these internal instructions field in the Products table, it loses all rich text format. Fair enough - as per this he

I keep getting these "Something Went Wrong" emails from Airtable when my automation fails, but there's no information in the email.Is there any way to customize these emails to include more information? It's getting pretty convoluted to dig into the automation error, save the Record ID or other info, go back and find it in my base, etc, etc, etc.TIA,ML 

Hello,I would like to create a Zapier automation to notify us when a client changes details of a field in our shared Airtable.As we use forms, it seems to set the "Last Modified Time" aswell as the "Created" time, so I cannot just create a simple view to show me only records that have a "Last Modified Time".Is there a workaround in Zapier? or is there a formula I could use to say "If last modified time is greater than created time etc etc" Thanks

Hi, I've created a simple email automation that sends volunteers a record of their contact info (people table), plus their assignments from previous years (assignments table). The assignment details appear fine as lookup or rollup fields in the people table, but when I try to run the automation the assignment details are blank.Does it have to do with the fact that it's a one-to-many relationship (one person, multiple assignments)?People table with rollup and lookup fields:Automation email fields:Automation preview (contact info not shown but appears correctly):Thanks for any insights; I've been struggling with this for hours!&

I have two dates formatted the same way and displaying in the table consistently. When I add them to my email, I am getting two different formats. The data format in the table is US. One appears correctly (5/3/2024) and the other appears incorrectly (2024-05-17). I also have a date time field that is also US format with time 12 hrs. The data in that field shows up as 5/2/24 5:00pm in the table but appears in the email incorrectly (2024-05-03T00:00:00.000Z).The only additional piece of info is the dates are getting pulled in from another table with the key being the first date (5/3/24). All of them look right in both the original table and the linked table. I tried changing the two that were showing up wrong to Friendly to see if they would change but they didn't. 

Hi,I am pretty new to AirTable, so not sure if this is possible. However, I currently have a table for all users of my website and then a separate table for customer reviews. Each review populates a new row, so the same company may have multiple reviews, each with its own row.I would like to input a formula to work out the average rating across all of the reviews for each company so I can then display this as an overall rating on their profile. Is this possible, if so if someone could help me with the formula that would be amazing.

I couldn’t find any updated information about this topic on the community forum.Currently, I am developing some email automation workflows, and I am aware that occasional failures may happen due to unexpected errors.I would like to create a solution to recover the failed runs, but from what I’ve observed, I can only view the execution history by accessing the web page directly.I searched the documentation for any reference to an API or endpoint that allows retrieving the automation run history so I can filter and manage it according to my needs, but I couldn’t find any relevant information.

Hello,Since Saturday, Airtbale Automations has stopped sending mails via GMail.This error occurs:Google reported an error while processing this action:Internal error encountered.Emails that Zapier is supposed to send via the same Gmail account continue to work without problems.What could be the reason for this?Thanks a lot!

Hi! I've been doing some scripting with the script extension, and managed to get it to a great working state when running manually in my base. I now want to put this in an automation sequence to trigger on a daily schedule. However, when running the script through automation, any API call I try to make is met with a 403 response. I've reached out to the company hosting the APIs I'm trying to call (Aha!), and they seem to believe the call doesn't even reach them (they can see my successful attempts from the manually triggered runs, but no blocked attempts), indicating something is being blocked by Airtable before the fetch call goes out.For example, dumbing it down to a very simple call, the following works in the base when running manually (200 status response with expected JSON response), but fails when running automatically (403 status response, even gives me syntax error for 'unexpected end of JSON input'):  let apiToken = 'WORKING_KEY' l

Hi there,It seems a simple thing but I can’t figure out what is wrong…I have sales table and another table for totals by category , I try to make an automation to update the total sum with the new sale I tried to use find records but it returns a list and no matter what I do it tells me I’m giving wrong inputs…if someone can help please 🙏 

Hey there! I’m having this issue when trying to create a record into another table within an automation. I have creator permission in both tables and a paid plan. I’ve tried everything on this link Error in Automations and i’m now figuring out if that last comment is what is happening to me, though that would mean i cant create records if im leaving lookup or linked record field empty. In that case, Is there any way of doing both of them?

I'm having an issue with my automations where the specified conditions are being completely ignored. I have a filter set to only send emails to records where the "60-day group" field is empty. This applies not only for the initial Trigger Conditions, but also every single step. However, the automation is still sending emails to records where this field is clearly not empty.I've double-checked my conditions multiple times and can't find any reason why this would be happening. It's like the conditions I'm setting are just being disregarded. This is also occurring to other fields such as "Automation Test Subject" being checked and Profile Last Updated being more than 180 days ago.Has anyone else experienced this issue of automations ignoring explicit filters? Is there something I'm missing? Any help would be greatly appreciated!

Hi all! Over the past few weeks, I have worked to update and improve my database and have several forms that I currently have “disabled” and put a message with the link to the new form. My problem with that is of course that ideally I would like to improve my user experience by automatically redirecting them to the new form when the page loads.There are a lot of people that have access to the old links and/or won’t update their records. is there a way to accomplish this?

Is it possible to make an automation to send out an email every third Monday of the month? I was only able to find ways to send out the email every certain day or time of the month, but not a specific third weekday. Thank you!

Happy Day to all, can't wait to see the group support for something I'm missing.Info: I have created an automation to post to Facebook. I have trigger set to run once a day, with conditions = 1 based on formula in field.I need help on the Actual Message to post.I hit the blue + and added Copy field and it only posted the actual field ID on the text post.Not the "Contents" of Copy field.I also am getting an error on the attachments field when adding the ContentImage field to send over the "picture".I have scoured through the forums and on youtube, but I seem to be missing one important step of HOW TO ADD to the message content in Actions Section.TLDR: Need help with the Message Section of Post to FB action.

Hi,I was wondering if it is possible to create an automation that uses Airtable's own notification system. We use the interfaces for working all the time and it would be nice if we could get a notification if a certain cell reaches the date of today.

I have a single select drop down field, and use an automation to copy that dropdown field into a linked record field anytime it is updated (see below). I have the system to clients can use the dropdown in forms, but I use the linked record in the backend for my own uses.There are actually two of these, one for Federal and one for State electorates. Each have their own single dropdown field, that automates over to their own linked record field. Both linked records link to the same table, but obviously different columns.However, in the table where the linked records resides that are multiple cases of records with the same name. For instance, there is a Federal electorate called Adelaide AND a state electorate called Adelaide. Each record has a number of other fields (such as state, level of government, etc) and I use the Group function, so that it's clear and easy t