Automations

Hey everyone,I aim to enhance my CRM by achieving the following:Establish a connection between my Gmail account and an Airtable for contacts. I'd like every new contact's email to automatically create a record in Airtable or Google Sheet/Excel, facilitating manual loading into my Airtable.Currently, I have two tables - one for personal contacts and one for companies. While the tables are linked, an issue arises when multiple contacts from the same company result in the company appearing multiple times in the Company Table. How can I modify this so that the company name acts as a banner, allowing me to click and view all associated contacts?Thanks, everyone.

como hago para que se sume si un registro aparece en otra tabla???

Hello airtable enthusiasts,I was wondering if anyone here has tried documenting airtable automations. I have a bunch of automations that use airtable blocks and sometimes even use the airtable scripts. I want to do a step by step documentation of what the the script does in a separate file for future reference. Is it possible using airtable? Alternatively does airtable AI help with it? If not, are there any other tools that help with the documentation process? Thanks 

Hello Airtable community,I'm trying to build a light personal content management tool, and I would really value your help. I've tried to explain the situation and questions as clear as possible below, and appreciate your help. Please let me know if you'll need a clarification.SituationThe database consists of (among others) the following tables:Industries: each record is an industry such as [IT] and [HR]User: each record is a user with basic user info, and also fields like [language] and a linked field [industry] (from table [Industries])FeedPosts: each record is a content item from a rss feed, with fields such as [title] [text] [image]  and a linked field [industry] (from table Industries)Content: this is the table where I need help for: see belowChallengeMy challenge for the records in the table [Content]:Multiple records should be created: for each user with the same value for [Industry] which matches the value [Industry] from the [FeedPosts] table a record should be creat

Hi All - new here and I've stumped myself! I had an automation that successfully took values from a list field in a projects table (tbl_Projects), and created separate records linked back to the project in an operations table (tbl_Operations). It was triggered on a button.  Example: tbl_Projects.ProjectName (Text)             tbl_Projects.OperationsOptions field (Multiple Select)Project 1                                                      Prep, Cut, Printtbl_Operations.OperationName (Text)  tbl_Operations.ProjectLinked  (Linked)                    Prep                                                &n

Hello! I have created a Airtable Team Calendar for my team. This calendar gives people the visibility to check who's out of office/PTO for capacity planning. In this page, they can add their meeting with a button I added called "Add Event". Is there a way to automate this submission so that it goes to the user's Outlook calendar as well and mark them as Out of Office/PTO for the days they selected? Right now it would be double the work to do this within Airtable and then Outlook so I'm looking to see if this is possible so people don't have to go the extra mile. Thank you!

Hi all,A few months ago I had an automation working as follows.Trigger: Everyday at 8:00am - Find records were condition1 = x and condition2 = ySend an email with a grid/list of records matching these conditionsNow when I try to use the automation, 'grid of records' or 'list of records' are no longer options within the Message section of the email action. I even went back an old snapshot of the automation and found it existing as an option - but it fails to run and is greyed out (see photos below ). Copying and pasting this variable from the old snapshot to the current base results in an 'Invalid value' error.The 'How to create email digests with automations' guide follows these exact steps yet it's not currently working.Any help or ideas appreciated.AlexOld option to insert grid of records:No longer able to select 'insert grid' - greyed out:

I've created an automation where when a checkbox is checked on a record in one table ("Assets") it creates a story/issue in JiraI have a second table ("Jira Sync") that is the real time sync to all the jira issues/stories.My desire is to automate the Link/lookup of the jira record id (Key) to be assigned back to the Assets table but this is the part i cannot untangle. I know there's a way to automate a vlookup between two tables so i could match on the "Summary" field which should be an exact match between the two tables but I'm not sure how to execute that - would the trigger be when a new record is created on the Jira Sync table?Further more, once the Jira Key is mapped back to the Assets table, can i create an automation where if i update any of those fields on the Assets table (trigger= when a record is updated) it will update the issue in jira. thereby creating a two way sync?thank you! 

Currently I have one apartment per row and the tenants #1 name, tenant #2 name, tenant #1 email, tenant #2 email as column name with the tenants info on the row. This hard to export the data this way or to sync to a crm with zapier. what is the best way to organize the contacts/ tenants in general so that easier to export or sync via zapier to a third party crm like cloze.   

Hi!I have an automation that runs through a few steps when a new record enters a form submission view (pictured below). I use the 'Find records' function to search a distinct set of contacts against email address -- if successful, the records are updated with new values. If unsuccessful, a new contact record is created. A few supplemental records are created as well.  The Find Records function is specifically looking for the Record ID to move into the update functions. In tests -- including test runs of the live automation -- everything works fine. It locates the Record ID, updates it in the next step, and everything is great. However, when I activate the automation and it runs live, it fails at the Record Create (or update) stage every time. And the error message is identical every time: It tell me is cannot locate a field with the name or ID fldcy0mx2HXa5Taae. It does not have this problem in testing (and will run completely through all of the steps

TIA for any assistance.I have table1 (vuln) and table2 (archive).  I have an automation that when the record is created a UUID is created in the vuln table.  Then, when the status field of a record in vuln is changed form "new" to "closed" it creates a copy of that record in the archive table. What I need is another script that does the opposite.  When the status field of a record in vuln is changed from "closed" to anything else (basically re-opened) it needs to find the record in archive based on the UUID field and delete the copy of that record from the archive table.  I have the trigger setup, but I can't get the script to return the record. It returns the query, but the filter does not seem to work.  This would be easy if I could just do a view, but I can't.  I need to do a weekly purge of the data in the vuln table, but leave the data in the archive data. Hence the data copy.Here is what i am using for testing:const archive&n

Hi,We're working on moving automation mail (Gmail) content from the automations themselves to a separate table, where other than admins can maintain text.In the mail content there may be markdown URLs with clickable "friendly names", e.g. [Book here](https://www.calendly.com). I copied the whole text from the automation to "Long text" fields with rich formatting enabled. This approach doesn't however produce markdown URLs, instead they print out the raw markdown syntax ('[Book here](https://www.calendly.com)').Remembering that using CONCATENATE formulas for URLs works in achieving the "friendly names" I tried chopping up the mail content, and using a summarising CONCATENATE field as input for the automation instead of a Long text field. This works, producing "friendly name" clickable URLs.However, we have URLs in various places in the content, so chopping these up becomes really tedious, if not impossible. A workaround is to have body content first with text telling the reader somethin

Hi,In our CRM we have several different situations, where reminder mails should start going out to contacts. Many of these are chained so that if the contact doesn't respond (e.g. sign up again after an event they cancelled), there will be reminders 1, 2 and 3 with some days time in between.Originally I created these as separate automations, it was simple and easy to overview. The triggers were "When records match conditions", like this (simplified):Reminder 1 - When record match conditions: "status = cancelled"Reminder 2 - When record match conditions: "status = cancelled" + "when cancelled = is numbers of days ago 2"Reminder 3 - When record match conditions: "status = cancelled" + "when cancelled = is numbers of days ago 5"But having several of these situations split up into separate automations eat up a lot of the automations quota, so I tried to integrate reminders 1-3 into one automation. So I used just one trigger "When record match conditions: "status = cancelled"" to catch all

Hi, I am trying to make a custom Slack script for my team where I can send the invitations to the users once the form is filled. For that I am trying to make a script that has an input field like Slack action where you can connect your account, select workspace and send the invitation. But I am not able to find how can I make those custom drop down? Do I have to code that out or can I use some pre-built things?

The goal is to have two options using an NFC tag:Assign EquipmentScan the NFC tag to assign "Tablet 1" to Employee X.Check Assigned ProfileScan the NFC tag to see who "Tablet 1" is assigned to and open their profile.Additionally, the NFC tag should always display the information "Tablet 1" visibly.

Hello!Let me first paint the picture of what I am working with:1 base, 4 tabs: "🧍‍♀️People", "🏝️️ Absence Management", "🏝️️ Leave types" and "📅 Public holidays"Relevant columns:In "🧍‍♀️People" one column has the staff "Name" and the other column has a "Leave Location" (which refers to the location they are based in and to which public leave should be based on)In "🏝️️ Leave types", we have a choice of "Leave" called: "🌞 Holiday", "🗓️️ Public Holiday", "🌞🗓️️ Holiday + Public Holiday", "🤒 Sick".In "🏝️️ Absence Management", we have date fields with leave "Start Date" and "End Date", linked fields to "🧍‍♀️People" taking "Name" and look up "Leave Location", linked field to "🏝️️ Leave types"In "📅 Public holidays" we have a first field which is a formula of date + "Name" of the public leave, then a "

Hi everyone! I have a follow up survey that we send to customers via Airtable form. No prefilled info, pretty simple rating, feedback, and customer email to be filled out. Here's the kicker - we got a response back, and the customer entered @gmail.con instead of @gmail.com. The problem is, I have several follow on automations that are dependent on that email field to match it to the original survey request and then update both records accordingly, notify the user, etc. I already have modifiers on my other automations that corrects any caps to all lowercase, trim, etc to ensure the data is clean and matches. I considered using the "length" modifier, but considering I have no way of knowing how long any given customer's email address will be, that's not really an option. Now, I know I COULD just manually correct the email address, but I don't want to do that every time, and that also effectively avoids the trigger for one of my automations, "when form is received" do

So I currently have an automation set to when it hits 6:00 AM everyday, a record will be created and it will tag the record as backlog (in the status field) and will copy the created field's date and update the name of that same record. However it is always one day delayed. I do not know why this is happening. Here are SS of it happening. Would need all the help I can get. Thanks!       

Good afternoon, I’ve got a handful of automations that are triggered by updates to specific fields in a table, and when the criteria match a record gets flagged. I’m seeking a solution for how to get a new automation to run where the trigger criteria are met by existing records when I flip it on. Currently, when I set the automation to run, the existing matching records don’t execute without manually updating them. There are tens of thousands of records in play, I know I could manually trigger it via a checkbox or some other square peg, but the maintenance of it all is becoming a part time job on its own. Is there a mechanism that yall have found which lets this flow more like opening a spigot and less like doing it twice because some records already match the trigger? Would appreciate any insights. Thank you!

We use a form with our database so that students can post pictures of homework. When completing the form, each student inputs her student ID to create a new record, and attaches pictures of homework. The homework is associated with a specific session. The master table of students and sessions includes a unique “student session id”, but students don’t know it (ie can’t input it into the record). I would like to create an automation that is triggered when a student submits a record to the homework table. The automation would look for all of the “student session IDs” associated with that student ID, find the largest “student session ID” for that student (more recent = highest number), and input it into a field in the record. Can anyone point me to a script that would do something like this? Thanks!

I am working on in a table whose purpose is to have all aircraft on market & recently sold as a mechanism to build an MLS type system. I am trying to create an automation to delete a record IF a record that is being imported/create whose MSN matches and the Sold Price was filed where as before it might have been blank (signifying the aircraft was available). For ease of explanation here is a simple table structure to reference. What is the best way to achieve that? The question I have is that is I create a new record (via import of records) and the Aircraft Serial matches one t

Hey, basically I have got a table with important deals and using Record Track extension I managed to create a report with all statuses and prices and etc, however, I can not send it on a weekly basis on email using automation. Any ideas which extension I can use? To generate report and send it to email on a weekly basis.  Thanks

Hi, I'm using automations as a workaround to add more options to a dropdown menu, per Airtable Support's instructions, but it's not working correctly. Currently, a user can select "Other" from a single select and enter the "Other" option in a separate text field. The automation is supposed to pull that text back into the original single select field as a new option in the dropdown menu. Right now it is only pulling the starting character, rather than the whole string of text. I've tried deleting and reconfiguring several times, but it still is not working. I've attached some screenshots for clarity.  Thanks for your help!K

Hello!I'm looking to have a daily email automation run with a list of Found Records. I'd like the subject line of the email to have the current date. I see that I can add in a List of the Dates for the Found Records, but...it will show the date for EVERY record, rather than just one instance. Is there a way to suppress that to only the first instance of the date so that my subject line doesn't read "Daily Attendance Log DATE DATE DATE"?Thanks in advance for any help! 

Hello Airtable Support, I’d like to know if the following HR automation is possible: Our goal is to streamline our interview scheduling workflow. Once we decide to interview a particular applicant, we’d like to send them an Airtable link. On that form, they should be able to: Book an available interview slot. Upload their resume. On our end, we have several roles, each with designated interviewers. The idea is that when an applicant selects a role from a dropdown menu, a calendar appears showing the available interview slots specifically for the chosen role. This calendar would need to sync with each interviewer’s availability. Is this feasible in Airtable? Thank you!