Automations

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 for

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.

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

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?

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!

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?

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?

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!

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. 

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

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.

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

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...Wo

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

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?

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 cha

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!

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

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?

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!

I could use some help correctly setting up a multiple select field that monitors changes in other fields. For context, this'll be setup for internal use mostly for billing purposes. Once the tagged change(s) in the multiple select field have been resolved, they'll be manually cleared. Scenario: I have a multiple select field called Changelog that monitors changes in other fields in the same table- Contribution Status, Contribution Amount, and Current Donation. Any change in a record associated in a specified group should have their respected outputs reflected in the Changelog field. Issue: I want the Changelog field to populate any and all changes. Sometimes the output looks accurate, other times it does not. In the example screenshots, I changed a record's Contribution Status which resulted in changes to both the Contribution Status and Contribution Amount- correctly reflected in the changelog. However, when making this

Good day team,I currently have a table wherein we have an auto number field as well as an attachment field or excel sheet with our clients personal data. Then the data on the excel template will then be manually transferred to another table. Is there a way or an automation that could also captured the correct auto number field and be seen as well on the other table based on the subjects in the file? For Example:Subject 1 - 1234Subject 2 - 1234Subject 3 - 1235 Thanks

I'm going based on this: https://airtable.com/developers/web/api/create-commentThe authorization is fine, but for some reason within scripting it keeps giving the error that the body isn't parsable. My script is as follows:    //Variables let inputConfig = input.config(); let recordID = inputConfig.recordID; let commentContent = "Hello World"; let url = 'https://api.airtable.com/v0/appksePpf16d6MPdp/tbl4ZEftsWgo84Ldu/' + recordID + '/comments'; console.log(commentContent); //Create the Comment let response = await fetch(url, { method: 'POST', headers: { 'Authorization': 'Bearer [private]', 'Content-Type': 'application/json', }, body: { //For some reason, it's not accepting this body 'text': commentContent } }); console.log(await response.text()); //console.log(await response.json());  &n

Many departments in my workplace heavily rely on automations. Towards the end of month, we sometimes reach a limit of around 30,000 and it's a hassle linking records manually.Earlier I just changed a filter and triggered 17,000 automation runs before I could disable the bad automation, which sends emails when a record is created in a synced view.... It's only the beginning of the month. I'm stressing out. I had optimized and sacrificed many automations; I undid all that work in an instant.What should I do to prevent automations from entirely stopping in two weeks?

I have a simple automation set up to send an email when a record is updated. The email includes a link to a Google doc for that particular record. The automation works most of the time, but I've run into situations where the URL for the Google Doc in Airtable gets modified when it comes through in email. For some reason, the underscores in the link get removed. See arrows in attached screenshot. The top URL is the correct one in Airtable, the bottom URL is what comes through in the email. I have other records in Airtable that also have underscores in the google doc URL and those comes through fine. It just seems to be random docs that this is happening with.Any ideas how to fix?