Automations

I would like to create an automation that reminds me by email 1 month before a date from a formula field. Unfortunately I can't change the value of a formula field to dynamic or say the date is within 1 month like I can with a real date field. that doesn't work.

Is it true that Airtable is fairly limited in its ability to allow you to use HTML formatting for send email? Is the solution then to have to use SendGrid or another service that could help out with email automation?

UPDATE: found out this was due to a formula error, which left the deadline date field in #ERROR for the affected records. SORRY not to have noticed it before posting.rgds,Björn---------------------------------------------------------------------Hi,Sending out personalised e-mails with repeating group automation. Out of a bunch of 96, some 5 just failed with a quite unhelpful ""Subject" could not be converted to a string" message.The e-mail subject field uses a variable to fetch a deadline date. For 95% of the e-mails it works like when tested, for 5% it doesn't.Any ideas how to troubleshoot? How on earth does it work for some, but not for others? It's the same data that is retrieved for all.Rgds,Björn

Hi,I created a script which takes data  in a project financial table and updates special table with payments report.I'm going to setup it to run daily or weekly automation, and add it to many projects in different bases.Problem with updating a single-select field 'Type' (of operation), when new Types appear.here is the issue, automation can't do that (script extension works ok):thinking about workaround - use preparation script, compare and check whether new types available, output them in variable 'newtypes', find any random record in destination, loop Update it's 'Type' through the list of 'newtypes', then return the old value.Then run main script.More clean solution, to avoid affecting Modified Date of existing record could be - Create new record, Loop update it with all new types, then delete it (by script).Unfortunately, Loop must be in the end. Can't return old value, can't run main script(I put 'List of record IDs' in 'Record ID'(to update), it's not quite correct, but

I would like to set up and automation that "At 9 AM every Monday, Airtable will automatically send a Slack message to a user if a certain condition is met (e.g., "Task1" is set to "Pending Activation"). The Slack message will have an actionable button (e.g., "activated"), and when clicked, it will update a specific field " Task 1" in Airtable (e.g., changing "Pending Activation" to "Activation"). But the test result is negative and showed received invalid inputs.    

Does anybody have a good workaround for delaying email automations for (example) 10 minutes? Our situation: When a project goes over budget, an email is sent to the project manager But: the email will go immediately, which is a problem, because the project manager might simply be in the process of updating the record, and once he’s finished with his updates, the project might not actually be over budget. Therefore, we are getting tons of false notifications. What’s needed: Some sort of pause before the notification is sent out, where Airtable checks to see if the situation is still true for that record, before sending the notification.

Hi! On my table I have three fields, "Start Date", "End Date", and "Week Number". I am trying to make an automation that extrapolates the week number from the date range. I know there is a formula that does this but I'm looking to have the field be a single-select color-coded field. I have an automation that is working out well but I can't figure out how to do the automation so that it would automate multiple weeks if the start and end date spans multiple weeks. Current automation: If start date is 1/1/25 and end date is 1/3/25, return week 1. Where I want to get: If start date is 1/1/25 and end date is 1/9/25, return week 1 and week 2. Is there an easy way to do this? 

I have a table <TableA> whose records <TableARecord> have a field <LinkedRecordB> which is linked to records of a second table <TableB>.I am try to use that field <LinkedRecordB> for automations and I don't see how.If I try to use it in a Condition Group, when defining the condition I can only use the record ID and Name.If, as a workaround, I try to find the corresponding record in <TableB> using a "Find records" action with "Find records based on" when trying to defined the condition I am not even able to select that field <LinkedRecordB> and get an error message when hovering stating: "No valid nested options"The only solution I have found is using adding another field of type "Formula" in <TableA> an getting the Name of that linked record <LinkedRecordB> and then using it in the condition in option 2.Am I missing something?

I want to automate the synchronization between two fields in Make and Airtable. I have a “date” field and a “selection” field that contain the same information. I would like the “selection” field to be automatically updated with the same value as soon as the “date” field is filled. How can I achieve this?

I would like to set up an automation to send an email when a condition is met...and I'd like it to run every 2 weeks or every xx weeks or xx months. Is this possible?

I need to copy a URL from one field and not just paste it into another field, but paste it into the “Get Image URL” style field … and then UPLOAD IT. If you’ve used the “get image URL” type of field you know you can drop files into it or past a URL into it so that it uploads the file to AIrTable and gives you an AIrTable URL. The difficulty here is that you can’t just paste a URL into that field. You have to (a) CLICK the filed first and a menu appears. (b) Within that menu you must select he URL link icon to make another field appear. (c) Then you past your URL into THAT field (d) Press upload (f) a small image of your uploaded file appears in the field which you can THEN click on and get an AIrTable URL for. **How do I automate this? I’ve created a small loom.com video below to show the stapes in my database I need to automate. ** [Loom | Free Screen & Video Recording Software | Loom] (Click the link above … yes the one that looks like a text advertisement… it goes to a Screen R

Hello, I'm looking for a method to link records with comma seperator like below:Ex: CDA, Fresno Foundation should be linked as CDA, Fresno FoundationBut my current job does the linking separately and creates two distinct linked records as CDA Fresno FoundationIs there a method to accomplish this? Please advise. TIA

I'm using an Automation to create records for Parent Contract data to be pumped out of Airtable using Zapier. Tables with source data:Family Registrations - contains parent data (names, addresses, etc.)Enrolled Students - student data, including lookup to Classes in which students are enrolledContracts - data for Zapier to access when creating a contract (sending to DocuSign).Relationships:Each Family has one or more Enrolled Students.Each Enrolled Student has one or more ClassesEach Family gets one contract with all student enrollment data, including classesI have an automation successfully running for cases where the family has 1 student enrolled in 1 class - the family, student and class data is successfully written into the Contracts table. I use Find Records to generate a list of Classes - when the Length = 1 all's good.  Trying to figure out how to handle multiple classes per student (Length > 1), and eventually multiple students per family (each of who may have >

Hi, I want to export the whole content of my database to google sheet, in order to make advanced analysis in google sheet. I wrote the following code to do that, which works, but i have an issue with the linked recors. he gives me the airtable code of the records, not what i see in the cell on airtable. Any idea how i can manage that? I also try to use Bardeen as a work around, but i have the same issue. Linked records come back as RecordID, not as texts. Thanks a lot!

Dear Airtable Community, I’m having an issue with assigning tasks in Jira an assignee from these leads in Airtable. The way my current automations work is every time I assign a status to a specific field, a task in Jira is created, already containing a lot of information from the record, Jira issue’s key is immediately saved back to the lead in Airtable, pretty neat system for us. For some reason I cannot set-up this automation to also assign the issue to a collaborator in Jira, using the collaborator’s name in the “Assignee” column in Airtable. The automation setting only allows me to pick one name, in other words only “Static” value is allowed, not “Dynamic” as with other fields. How can I fix this?

Hello,Im am trying to find a way to automatically populate a list of linked records in a field. Without it I would have to manually add them one at a time which takes forever. I added photos below for reference

Hey everyone!I’m managing a project with around 40 part-time team members and could really use some help with setting up a simple but effective task allocation system.Here’s what I’m hoping to achieve:I want to create a task sheet where, once a user marks the “Status” column as “Claimed,” the task either disappears or becomes locked so that other users can no longer edit it (but they can still view it).As the manager, I’d like to be able to continuously add tasks to this sheet, keeping my workload minimal.The goal is to reduce the time spent manually managing who’s claimed what, so the system becomes a bit more self-sufficient. Does anyone know a good tool or method to set this up? I’m open to using spreadsheets, scripts, or any other automation tools that might help make this easier.Thanks in advance for your suggestions!

Hello everyone, I hope you can help me with this. I have a table with many records related to Spotify listeners or Instagram followers of various profiles. I usually review and update a lot of data daily. I have created an automation to generate a copy of all records that are modified in the source table and move them to another table so that I can track the evolution, for example, if the monthly listeners of an artist grow or decrease.The problem is that in the destination table, it creates a new line every time there is the slightest modification in any value of the source table. I would need to modify the automation so that, for example, it creates new records in the destination table only once a day, with the lines that have been modified in the source table during the previous 24 hours. This way, I would have in the destination table only one line with the most updated results of everything I have reviewed that day.Of course, if you can think of any other way to keep track of how

I want to monitor a specific field in a table called countries that stores comma-separated country codes like “GB, US, ES, SG” etc. If the data in the field changes in some way (i.e. a new territory code appears) then I want to trigger an automation (e.g. send a slack message) but I ideally want that automation to flag exactly what changed (e.g. “TH was added to the country list of record x”). Is that possible with Airtable’s existing functionality? i.e. that you can catch the specific change that triggered the change event? Thanks for any thoughts!

Is there a way for notification automation to send link to the record from interface instead of base?

Hi guys,I currently have a status filed (New, Opened, Responded). I have the "New" and "Responded" sorted via automations, but is there anyway to update the "Status" from "New" to "Open" when someone opens the record within an interface screen.Any thoughts or help would help massively!

I have a very frustrating problem that started last week. I have an automation that when a record is created a slack message is sent to a slack channel attached to the record. It fails every single time but if i test it it works perfectly every time. It worked until last week and now fails eery time. Any suggestions

Hello AT community.Really scratching my head here, maybe someone can help.Some context, my company offloads data for carriers. We have clients that host access points, basically wifi radios, those access points each bring in a certain amount of revenue.I have a client table, an access point table (basically inventory), and a Access point revenue table. The Access Point table is linked to the client table so it shows which client owns it. The record ID for the Access point table and the revenue table are the same. What I need is an automation that will match the Access Point in the Revenue table to the Access point table to the Access Point in the inventory table. If they match I need it to pull the client that owns the access point and add it to the record in the revenue table. Hopefully that makes sense and thank you for the help

Hello !I am building an e-commerce platform where employees can buy services and products while benefiting from a coupon from their employer. Therefore, for each service and product, I might have dozen of different prices depending on who their employer is and how much they finance.I would like to generate a specific Stripe URL for each Airtable record, so that an employee could select a service or a product, and I would send them an email with the price applicable for them, and the Stripe URL. This URL would redirect them to a Stripe page with the amount prefilled (and ideally their e-mail too), so that they can proceed to checkout.I would like to know if that is feasible and what are the key modules I must use to do so.Thank you,Elodie

Hi everyone,I'm helping out with the technical logistics of an in-person event. I've set up a contact database as a Base and configured an automation that triggers an email to send when the record's status updates from "pending" to "invited." The automation includes a prefilled link to Typeform which is generated from a formula (and that in turn syncs back to the base). Happily, all these aspects work fine 🙂The only unexpected hitch I've encountered is that the automation seems to have trouble passing well-formed HTML over to the sender (in this case Google Workspace. I would use the built-in automation but want the emails to come from an owned URL).If I use very basic HTML like this the automation will render properly:But image tags simply refuse to pass (I tried scrubbing the HTML elements that might have caused compatibility issues with Google to no avail). If I pop in a designed HTML template with inline CSS ... nothing renders.I see that this has been discussed before