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  • 5,192 Topics
  • 16,176 Replies
5192 Topics
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aclaireNew Participant
posted in Automations
Trouble linking multiple Contact Records to a Calendar Sync

Hello, I am working on integrating my google calendar with my airtable base so that I can include all of the meetings that I have with members of my contact list on their contact profile as a linked record to the calendar table. I created an automation to do this for me (see below). The issue that I have found is that when more than 1 of the contacts that are added to the calendar invite for the meeting is found within my big "Contacts" table, it will grab the unique IDs for both of the contacts and it goes to add my calculated field (the first one in the image below, my primary field, and the only field that I want to add), to my synced calendar "Contacts" field within my calendar table. The problem is the automation tries to update the linked contacts (eg. "Arjin Claire, Evolution") in this "Contacts" tab, but it throws an error when more than 1 are being added. I believe it reads each of these contacts as being concatenated together and since the value is calculated v

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Sistema_Aotearo
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Ricardo1New Participant
posted in Automations
Respond slack actionable messages problem

Why I cant reply to actionable messages on Slack?  When clicking in slack I always keep receiving the same reply."You do not have access to this Airtable record, or it has been deleted" Thats impossible as Im the owner of the base and workspace. How may I fix this? Thanks

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Jan_MarquardtNew Participant
posted in Automations
Track user who clicked a button (on an interface)

I’m trying to auto-create a record when an interface button is clicked. This can be done by linking a button to an automation. In the new record I want to store the user who clicked the button. Is this possible?

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chris102New Participant
posted in Automations
Join two tables together

I have two tables with the same fieldsTable 1. Current Data (Read-only)Table 2. Proposed Draft (Read/Write)I want users to be able to edit records in the second table. Table 2 can then be submitted to a workflow. If approved, data from Table 2 will be joined to Table 1.Essentially, is it possible to join (concatenate) one table to another with the same fields? 

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Saravanan_009
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thursday_poolsParticipating Frequently
posted in Automations
Update Record Automation

Hello,I was hoping that somebody could tell me what I have set up wrong in this update record automation. Every time it runs I get an error message emailed to me. I have included three screenshots, one for the trigger, one for the find records action and one for the record update action. Any help I could get would be most appreciated.

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TheTimeSavingCo
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ShiftSetGoNew Participant
posted in Automations
Send request for more info when record created

Hello! I have an idea for an automation and I'm not sure how to go about it. I have an automation (in zapier) currently where when the referral source is left blank when an employee schedules a client in our scheduling software, the client name and email is added to an Airtable base so that we have a running list of who to reach out to and ask for the info. I wonder if it's possible to send an email to the employee asking for the referral source. I was thinking it'd be great to just send an airtable form but I don't know if I can send a form that would update an existing record? The referral field is not always applicable so making it required isn't an option. The existing automation filters whether the referral source is needed. The process in my head goes like this:-New record is added to Airtable base that includes name and email. The record also has a single choice field that is left blank with the possible options.-An email is sent with an airtable form asking the employee to

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TheTimeSavingCo
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Sandra_GebbiaNew Participant
posted in Automations
Slack Automation isn't finding the channel I need during setup

It won’t find the slack channel I need and when I use the “Find channel” option I can’t search for it either because when I type it into the search field it doesn’t do anything. If I hit return, it just picks whatever channel is at the top of the list and doesn’t search for what I entered.

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Schmidt127Participating Frequently
posted in Automations
Make.com/Airtable webhook

Hello,I am looking for some help on an automation I am trying to run.  I am trying to use a make.com webhook with airtable so that when a new record shows up in airtable it sends the webhook to make.com.  I have the script that I am using and the connection and everything works but the webhook does not send the correct bundle of information.  It sends the record ID and then just generic information like 'header 'recipient', etc.  I am a school teacher and not a coder so I have been trying to get Chatgpt to help me with the script and I feel I am really close but don't know the scripting language enough to diagnose the problem.  Any help would be appreciated.let table = base.getTable("Injury Report Form");let recordId = input.config().recordId;// Fetch the specific recordlet record = await table.selectRecordAsync(recordId);// Check if the record is fetch

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dilipborad
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erangggKnown Participant
posted in Automations
Automating Separate Emails to Multiple Clients in single column

Hi everyone,I have a table for customers, a table for assets and a table for faults.Each client can have several assets and each asset can have several faults.When a fault is closed, an email is sent to the customer with a request for payment for that fault.I have clients who are divorced and they are paying for the same property.Their email column is a lookup field from the asset table (which connect to the client table) in the faults table and it looks like this now - "email 1, email 2"And the same for the column with their first name it a lookup field from the asset table (which connect to the client table) and it show - "first name 1, first name 2"I can send each client seperate email with the "repeating group" automation.the problem is that i cant seperate their first name in the email body text.how can I send each client private email with his first name?

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Pascal_Gallais-
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chloecreatedthiNew Participant
posted in Automations
How to automate a new table from new data input

Hi 😊 I'm trying to create an inventory system that works a bit like a CMS. I want to be able to create an automation when if I add a new item in Table 1, another table is created (duplicating fields from existing tables) and then if possible, linking the new table in a column by the new item in table 1. To make it easier to visualise, Table 1 is like a directory, and then Table 2 is a like a log of that item. Currently I have to: 1 - add a new item in table 1, create a SKU number for it, then duplicate table 2 (which has different field values) to create a new table for the new item. I then copy and paste this new table into a cell on table 1 that coincides with that same item.Screenshots attached that show Table 1 with item catalogue, and then Table 2 with item 1 listed. You'll also see the duplicate tables of table 2 along the top, and the links to these in table1. Thanks in advance!

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Sachin_191
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erangggKnown Participant
posted in Automations
Automating Separate Emails to Multiple Clients in single column

Hi everyone,I have a table for customers, a table for assets and a table for faults.Each client can have several assets and each asset can have several faults.When a fault is closed, an email is sent to the customer with a request for payment for that fault.I have clients who are divorced and they are paying for the same property.Their email column in the faults table looks like this now - email 1, email 2And the same for the column with their first name - first name 1, first name 2Is it possible to send an email to each of them separately when a fault is closed?

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Sistema_Aotearo
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storyadaNew Participant
posted in Automations
stop automatic modifications to a duplicate

I need to have the master table unmodified and only its duplicate to register my changes so I can compare the two. How can I do it?

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TheTimeSavingCo
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ThanhLongParticipating Frequently
asked in Automations
Updating the record failed

I am trying to set a simple automation but for some reason It does not work and I cannot make anything out of what the error is giving by Airtable: Updating the record failed.For more context, I have a formula field that is concatenate from multiple text fields and I want to have a multi-select field that is pasted from the aforemention formula field. The purpose of this is to have tags type as well as remove the duplicated tags.Let me know if you have any suggestion. Thanks!

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DisraeliGears01
DisraeliGears01Genius
asked in Automations
Script to create and attach .ics file?

Wonder if anyone has something that works for this... I'm creating discrete events in a base, and I want to automate the process of turning the data points into a .ics file and attaching it to the record in an attachment field. It's a bit like this walkthrough  but instead of using Make to attach the .ics into an email, I want to return the file to the Airtable record's attachment field. Then anyone who has access to the record can download and save the calendar entry to their own calendar. Per that walkthrough I was trying to get Make.com to do this but I keep running into Bundle Validation Errors, and I'm wondering if there's a way for Airtable to handle this inside the base via scripting. 

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TheTimeSavingCo
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WebsInspiring
posted in Automations
Dynamically generate email recipient list based on user inputs

Hello,We are trying to replicate functionality from a system we are phasing out.  The function allows the user to view a list of accounts, filter based on fields, and then send an email to the resulting filtered list.  I'm wondering if there is a way to do this via the automation builder or scripting.  I understand how to do this for a static list of filter parameters, but I want to create an interface (or some other mechanism) to allow users to determine the parameters themselves.Inputs:   Users select parameters from a set of drop down fields in an interface or some other UI element (Stacker, make, etc.)  (E.g. User role, Department Name, etc.)Process:  Automation system parses those user inputs to generate a string of email addresses that matches the criteria from the user input.  (E.g. If the user selects "Role = Admin",  the system would return the list of email addresses where the user record has a role of Admin)Outputs:  The auto

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TheTimeSavingCo
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E_KKnown Participant
posted in Automations
Sort a grid of records

I would appreciate to have any assistance in finding a way to sort a grid of records in an email automation.It is really frustrating this functionality is not available, so need to find a workaround. I have an automation that sends email with 2 grids of records that I need to sort. Without sorting the grids are senseless and useless. I am not familiar with scripting, so any help in that (if it is the only way) will be appreciated and paid.We do not use Integromat or other 3rd party solutions, so need to do it by Airtable instruments only.Thanks in advance.

903
Celeste_Bancos
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Brendon_ThwaiteParticipating Frequently
posted in Automations
Sorting table results for automated email

Hi there, I am somewhat new to Airtable, and need some help. I have built 90% of what I need already however I am stuck with one final challenge. I have created an automation that will send a weekly digest email with all of the logged activities over the past 90 days (calls, emails, meetings etc) that I can share with my clients, specific to their project. The email that is generated (preview) sorts these table records based on the date/time that they were INPUT TO AIRTABLE instead of the date that they actually occurred (sometimes I log activity a few days after the fact). I have created a date field which has the actual meeting times and would have preferred the automated email to sort results based on that date field however I don’t know how to do that. Automation info: Runs every week at Friday 6pm Action 1 : Find records where date is within past 90 days. My table is called “Activity” Find records based on Condition (where date is within the past 90 days) Action 2 : Send email to

665
Celeste_Bancos
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PedroCerranoKnown Participant
asked in Automations
Editable shared view using Field Button to open URL workaround?

I have a list of 100-200 sign-up's on a shared view (that's embedded in my website, so it "should" update), and I want to have a public user "Approve" or "Deny" each sign-up by clicking a field button (see screenshot) that would update one Select Field in the respective row. This process happens only once a year.A simple search on the AT community shows that editable shared views are incredibly popular but not possible. There have even been some creative workarounds (like this from GAP Consulting), but it's too much to ask for someone to open 100-200 forms to update one value for each row. I found this editable shared view workaround, and it got my wheels spinning...Would it be possible to configure a Field Button to open a URL to a corresponding table (possibly a sync'ed or even two-way sync'ed table) and then use automations to return the appropriate value back?In my case, clicking on "Approve" or "Deny" would open a URL to send an updated value to the corresponding table that would

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NanMelNew Participant
posted in Automations
Automation fails due to insufficient permissions on only one instance

Hello! I've read through other messages and some how-to's and I'm hitting a wall with on automation I have set up. I have an automation set up to track my apartment cleaning tasks. When a record is created in the Cleaning Tracker table [TRIGGER], the automation:    1. finds the records in a different table (Rooms to Clean) to add the new task to where the name contains the same Month and Room/Area as the created record.     2. finds all the records in the Cleaning Tracker that have the same Month and Room/Area as the one just created    IF the record doesn't already exist:        create a new record in Rooms to Clean    IF the record does exist (record length >= 1)        update the record with all of the records that have the same Month and Room/Area This automation works great with every room's task EXCEPT for bathroom tasks. Whenever a record with the Room/Area bathroom in it

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TemimaNew Participant
posted in Automations
Record ID not passing through in step, "run as configured" test is working fine

I'm scratching my head here, if anyone can help!I have an automation to update a record when a linked record is created. For the Record ID in the Update Record step, I'm using a linked field from the previous step, set up as follows:It works perfectly when I run tests, on both preview and run as configured. But in real life, it keeps failing on "Received Invalid Inputs" and when I check, I see the Record ID isn't getting passed through.EDITED TO ADD: I have another automation set up the same way, except the trigger is "When record updated" and it works fine. What am I doing wrong?

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CharlieMullinInspiring
asked in Automations
Updating values in Linked records using a script

We perform record review for the assets we have in our base, around 300 days after the last review date was entered for the asset. These assets are in the LMS Content table, which has linked records back to the Assets table.Rather than have the reviewer go to the the Assets table to update those linked records, I’d like to automate it so some of the linked records get updated with the same new date value.In the Assets table, there are linked records back to the LMS Content table, here I want to update some of those records based on a condition.Here’s a bit more about the desired workflow:I want to update linked records when a value in the Last Review Date field of the LMS Content table changes. For each linked record, from the Assets table where its Asset Type value = “Video”, update its Asset LR Date to the same value just updated in the Last Review Date field of the LMS Content table.Then, for each linked record from the LMS Content table, where the value in the LMS Content fiel

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TheTimeSavingCo
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DavidtInspiring
asked in Automations
Unsubscribe from automated email from airtable: Is it automation-specific?

Hi there!Quick question: If a recipient of an automated email from Airtable (sent by Airtable mail server) clicks on the "unsubscribe" link, will his/her email address be "blacklisted" for all automated emails from that Airtable base or is this specific to the automation which has executed the "send email" step?Cheers!

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Saravanan_009
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devosk_1980New Participant
asked in Automations
Add info from linked table to automated e-mail

Hi all,I am trying to add info from a linked table (one to many relation) in the body of an e-mail in an automated action.This is my setup:TableA with Fields Name, Age, Status, Email, ...TableB is a collection of dates on which the person in TableA is expected. Fields: Name (from Table A), date, type of meeting)One record in tableA can have multiple lines in TableB.Now I want to be able to send an automated mail that contains the info from TableB (date and linked type of meeting).Is this somehow possible? If yes, can someone please help me how to solve this?Thanks in advance.Kind regards,Kenneth De Vos

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TheTimeSavingCo
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Yaron_AvramovInspiring
asked in Automations
Using Make to save a signed document in SignRequest as an attachment in Air Table

I already have an automation using a webhook, that when I add a new record in a certain table, a sign request is created and sent to the relevant email address. What I need to do now is after the document is signed by the recipients, save it as an attachment on the same record.Any idea how it can be done?

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TheTimeSavingCo
FPX
FPXInspiring
posted in Automations
PDF/CSV Stock List Products Mapper (PDF/CSV Uploader / Mapper)

Greetings allI have various stock lists from my suppliers all in their own various PDF / CSV format.Each suppliers stock list has its own Product SKU Description.Some suppliers have one document for 'stock' (i.e. quantity), one document for price list (price per product SKU), and one document for 'Special Pricing' (an override of the standard price list).I want to map each suppliers stock and pricing to my unique Product SKU so I can then show the total stock I have available to sell to my customer network and filter the lowest pricing between my suppliers etc. Any suggestions welcome...Thank you!

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Sistema_Aotearo

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