Automations

So close to getting the whole base working the way I want I can see the light at the end. I think the final hold up is getting the "Find Records" step working properly.My automation triggers when a new record is created in "Trainings". The "Trainings" table has the following fields:Training Type (Single Linked Record to Another Table Called Training Types)Date (date field)Attendees (Multiple Linked Record to Another Table Called Employees)Expiration Period (Roll-Up from Training Type Table)Expiration Status (Formula Based on Date Field and Expiration Period Roll-Up)Expiration Date (Formula Based on Date Field and Expiration Period Roll-Up)The other table "Training Assignments" has the following fields:Employee (Single Linked Record To Employees)Training Type (Single Linked Record to Training Type)Assigned (Checkbox)Trainings (Single Linked Record to Training Type)Expiration Status (Look-Up To "Trainings" Table Based on "Trainings" Field Linked Record)Expiration Date (Look-Up To "T

Hi all, I have set up an auxiliary table that has values in columns based on condition (the column name). I have a main table in which I am trying to pull data for items based on the condition of that item. So, I am trying to get Airtable to go to the auxiliary table, look up the requisite item from the main table, and find the value based on the condition that is noted in a field in the main table (please see screenshot attached). There is a field on the Inventory tab that notates the condition and a bunch of columns on the DB tab that have values for each condition. I need to write an automation or formula that tells Airtable to look up the condition of the item on the Inventory table, go to the DB table find the appropriate item, and look up the value based on the condition in the Inventory table.  Thanks for any assistance you can give me.

I want to create rent payment schedule to send to someone after they sign leases for an apartment using the data that I have in airtable. The rent payable is typically the same price every month but sometime if they start not on the 1st of the month the 2nd month is pro-rated. Also a few times are free month rent is given so that month no rent is due. Always paid at lease signing is 1st month rent and one month security deposit. The 1st Month they will always pay the entire amount even if the lease doesn't start on the 1st. The 2nd month is always pro-rated if there is pro-rated rent. I was things about having each month as a column (Sept 2024, Oct 2024, nov 2024 etc) then we can use ai and formula to look up the start date, end date, rent amount to put the data below in a table to send out in an email in automation or I can set up via Zapier. In Zapier I can probably also set up this type of automation but want to get an idea what the best way to do this.

Oh, this one has me stuck!I have a table of 'Individuals' with an email address and a unique ID on one table, and on another 'Audit' table, I have audit line items with the linked ID. I would like to use a checkbox of 'publish' in the Individual tab to trigger an email that sends a table of relevant data to the right individual. Right now, I have a trigger or 'when records match' showing a few conditions including publish. then Find Records, then Repeat for each List of records, with a send email and appropriate grid in the email. Problem is, I can't convince the automation to sort these, so person A only get their results ,and Person B get theirs. It's a mash of results, not getting split per individual. Because the list of individuals will continue to grow, I can't create a view per individual.Can anyone see what I am missing here?

Hi! I'm trying to set up a conditional automation and the "Otherwise" condition is giving me an error.Trigger: A record enters a view. The view relies on the field {1 week} not being empty. The two possible values are "1 week late" and "2 weeks late" First condition:If {1 week} contains 1Condition 2 should be either:Otherwise, or1 week contains 2 (or equals "2 weeks late")I get success after the first condition but the second condition failsIt feels like i'm missing something obvious! Thanks!

Are the record's previous values available in the "when record is updated" trigger?  I'd like to be able to compare the previous values with the current values and act accordingly.  Does this require a code step instead?

I have a database with ages, I have grouped the ages into views and I want to shuffle each members a particular age into a group of five. For example: Ages 18-24, I want the members to be grouped by five members each and at the end of each month, the automation shuffle the members so the members are different for each month.

Hi,how can I add my email signature for the email automations? 

Hi,I am working with a list of contacts in my main spreadsheet. I am trying to update a specific information of many contacts simoutaneously. So I created a second table, where I want to input the name of the person, and this information (books received). I want to be able to add a list of people and books on this second table and add these books to the already received books on the main table.I was able to do part of the way, but I am having a problem with the Record ID after the Find record step. For some reason I only see the option of 'List of Airtable Record ID', which I think is why it is not working. It seems like a simple automation, but I can't go around it. Any suggestions?Thank you!

I'm trying to set up a paypal scenario in Make.com that adds new paypal transactions into my airtable table. When I try to set up the airtable connection, I use OAUTH type, and it asks for a a URI Redirect URL. I don't have a clue what to use here. When I google, it asks what site I want people to redirect to, but that doesn't help me much.Anyone able to advise?Thanks. 

I'm trying to use an automation in a base, but there's something wrong with my flow. And it may be that what I'd ultimately like to accomplish isn't possible. In Base 1, I have a single-select field named "Status" with various color-coded options as variables to select from. In Base 2, I have a duplicate of the fields in Base 1, but none of the data. My goal: When the single-select field Status is changed to a particular option (in this case, "Delivered"), the record is copied from Base 1 (Active) and duplicated in Base 2 (Archive). But the flow I have is definitely not correct. So, one, is this possible? And, two, does anyone know what I need to adjust in the automation flow? Thanks so much for your time!

We built a WordPress Plugin for Airtable that does not use embed or syncing (copying).This means the info from your bases will be displayed in real-time alongside your webpage, matching the same theme and styling, and it will look great on any screen size.I'm curious to see if you have a use case for this at your organization.Since we're still adding more features, I'll set up the first 50 organizations for free (WordPress users only). Just send me a message or add a comment here or . Please be patient till we get to you 🙂The plugin connects using Airtables API, currently it will let youCreate Unlimited pages with Cards, Tables, Calendars Layouts using Airtable dataCreate WordPress based Airtable logins and Portal pagesReal-time Info from Airtable. No EmbedsUpdate and Create Airtable records from WordPresshttps://sfplugin.com/airtable

Hi all,I want to expand a script that assembles an e-mail using a few field values and sends a nice and simple daily report to stakeholder.I want to add images inline from an attachment-type field. I use something like this:    if (clippings && clippings.length > 0) { for (let clip of clippings) { let imageUrl = clip.url; imageUrl = clip.thumbnails.large.url;    and later:     if (imageUrl) { entryText += `<br><img src='${imageUrl}' alt='Clipping' style='max-width: 100%; height: auto;' /><br>`; console.log(`thumbnail added: ${encodedUrl}`); }    I then pass my output over to the next step:    outputText += `${entryText}<br><br>`; output.set("emailOutput", outputText);    Although all URLS are definitely good (I paste them into the browser and

My company exports a .csv file every week containing the current inventory of the same objects.  Each object has a count that may change week over week.  We copy this .csv into an airtable weekly.  I would like to capture the old counts from the prior week so that I can track the differences week over week.  How can I set up a scheduler to move the values from the "This Week's Apples" field to "Last Week's Apples" field automatically?

I'm based in the UK and we've had an integration working on a booking database for over a year which automates the creation of an Outlook event when a booking is made. No changes have been made to this automation but today the events which are in Airtable as dd/mm have started coming through as mm/dd. I'm really at a loss with this and what I need to be looking into.

Hey there,First of all thank you for your time and your help 😉I've made some pretty basic automation, when a record matches certain conditions, I trigger the action "send mail" (airtable default one). The field "To" is filled with a roundup type of field which has a formula "ARRAYUNIQUE(values)". It keeps the unique mails attached to the record.My issue is that it works 30% of the time. The failure to run is always caused by : "The "To" input is empty"Which is not, the field is never empty, it always has one or several mails. And it being not empty is a condition to trigger.I can't find what's common to success or common to failure.Any ideas ? 🙂  

I'm using a Repeatable Group with an Update Record inside to take a list of records from a Find Records action and update a field in the found records. When the list of records contains only one record the test runs successfully. When the list of records contains more than one record I get a received invalid input error. I think I know why this is happening.If I look at the Input table after a test I see Record ID listed there followed by a single record id if only one record was found. If more than one record is found then I see Record ID followed by multiple record ids separated by commas. If this is what is being presented to the Update Record action of course this will cause an error. If I'm reading the documentation correctly the input from the Repeatable Group should be a separate Record ID followed by a single record id for each record found rather than a single Record ID followed by multiple record ids. Why is the Repeatable Group not presenting the Record IDs to the Update Rec

my kanban is a list of products with different stacks. I would like it so that when a product is moved from one stack to the other, the autmation sends a slack message as to what stack the product is currently moved to.How do I access the name of the stack? I clicked on the blue plus sign but nothing there relates to the stack name. Just the product details.

I've created an automation that follows this schema:The issue is that when it finds three matches in the name, it writes the name as many times as there are matches. I only want the name to appear once.I don't know how to achieve this.Thank you for your help

Hi,I have automated record selection and adding a fixed value to the existing values in a field. or example, adding a new category to the existing categories of a record. now I would like to have this fixed value as an entry from the user through a form or something else and then use the value in my automation. So the user enters the fixed value and selects the records he want to add the value to. How can I make this possible? Is there a dynamic variable that could record the input and use it in the automation?  Thanks

Hi!1. I'm working on an Airtable automation that uploads files using chunked upload from Airtable attachments to Google Drive. The process fails with the error:'Response status was 308 Resume Incomplete but redirect mode was set to error'The logs show the script:Successfully startsGets the Google Drive folder IDObtains an access tokenCreates an upload sessionFails when trying to handle the 308 Resume Incomplete responseThe error occurs during the chunked upload process, specifically when handling the resume/redirect status code 308.Can you help me understand how to properly handle the 308 status code in this context? Or session (chunk upload) is not supported by Airtable?2. Of course, I would choose not to use chunk upload and upload files one by one (some of them are 100-300 Mb), but I face the 512 Mb RAM limit. Maybe you can also tell me what file size won't result into an error upon loading to the RAM in full size? That would also let me create a script, that partially automate

Hi folks : )I'm trying to put a link in an automated email, and it keeps generating a sequence of characters at the end of the url that makes the link useless. Here's how I have it set up in the body of the email:Here's what the end of the url is supposed to look like:230526796288065/sign_document_d4deb6cd5dd95877_79e90063180a7cbf.pdfAnd here's what it looks like when the automation is done with it:This happens whether I set up the field as a URL or single line text, and the link opens fine from the data view; these extra characters only show up in the link generated by the automation email.Since the characters look like html encoding, I looked them up and found this, if it helps:%EF : ï%BB : »%BF : ¿How do I set it up so this doesn't happen? Or is it a bug that can be fixed?Thank you for your attention,Shawn

I have a table (Table #1) in which we keep upcoming events, along with their dates, topic, marketing content etc. I created a mirror table (Table #2) with the same fields. Table #2 has a form our staff uses when they need to update any of the events that are in Table #1 (existing records). I created an automation that when a form is submitted in table #2, it finds the records in table #1 that match the name of the program and then updates the existing record.Here's where I am stuck and wondering if there are solutions:1) Finding the records: My conditions are the name of the program and the date, but the issue is with the date. I'd like Airtable to only find it if it's the exact date in both tables and not a range of dates. Is there a way to do this?2) Updating the records: when staff submits a form, they may ask for the topic (field) to be updated, but will leave the content (another field) blank because that didnt change in their program. When the automation find the record

Hello,Currently, we use automations integrated with Slack, where we utilize the "actionable message" feature to allow users to approve or decline directly through Slack. We are now transitioning from Slack to Microsoft Teams and would like to know if the same functionality is supported in Teams. Specifically, can we enable actionable messages in Teams using automation?Looking forward to your guidance.Thank you.

I need the dollar amounts on our automated emails to be automatically rounded to the nearest cent. The automated email is pulling these figures from fields in airtable that have formulas associated already, and they are set to round to the nearest cent/hundredth, however when they come through on the automated email suddenly they include an extra place value "thousandth," and do not provide thousands comma markers or dollar signs. I do not know how to combine a ROUND formula on top of the formulas that are already on the fields. Can someone help?