Automations

I am setting up some automation alerts for records that have incomplete information.I would like to trigger an automation if a new record is created to highlight any records that haven't been correctly filled in.Of course, the newly created record won't have had all the data filled in.I am getting a bit stuck trying to "find records" with a "when record is created" trigger that excludes the record being created.Does anyone have any suggestions?

Show me how to make an automation to move a record, its fields and comments from one Airtable base to another Airtable base when it enters a view.

Hi,I am using the "when a new email is received" from outlook email on Airtable automation to collect the information about the email I receive.However, it is not directly possible to get the attachment (is it coming soon?).I have seen some discussion about using Zapier, but Zapier is very expensive. Make is also a solution, but unfortunately the "Trigger module" Outlook email from Make is not "instant", it means it doesn't trigger everytime an email is received but we have to set up an interval for it to run....Not the most convenient (also does it create problems if then more than 1 new email is detected an imported?). So my question is, do you have any other way? Thank you, Have a nice day, Arthur     

Hi everybody, I am trying to set up a specific automation. I have set up already the importation of emails in Airtable, in the table "my emails". It looks like this :Now, I would like to automate the following steps : - check if in table "Contacts", there is in the field "email" the same address email than in the field "email" from the table "my emails".- if YES, then, in "my emails" in the linked field "Contact", link the existing contact with the same email address.- if NO, then create a new record in the table "Contacts" with all the information of the new contact. Basically the idea is simple : if the email comes from a know person, link the email to the person, if it comes from a new person, create a contact for this person.  Thank you so much,  Have a nice day,  Arthur

I have two tables Tenants and Property so i am creating a new record in a 3rd table called interaction where condition is The tenant's move-in date should not be more than one month later than the property's availability date.How to do this ?

Hey guys,I have noticed an issue recently where "Find Records" from a view is not pulling all records from said view, it's only pulling the first 10. I have maximum record limit set to 1000. The view is definitely pulling more records then that. Anyone else having this bug? And does anyone know a fix?Thanks.

I am trying  to connect Google API to access Google Drive and Google Docs inside Airtable automation script.I setup a project with credentials and redirect URI on Google Cloud console and I am able to successfully get authorize code and access token.However I realized that access token might not work in case automation as it expires after 1 hour and I will need refresh token to refresh the access token after it is expired.So i am trying to change my code where I am storing the refresh token, access token and expiry time in a table on Airtable Base. But I seems to have issues while updating records on this table using Airtable Automation Run script Block.I will send my Code at the end of this write up. The problem is highlighted below -In the code search for following comment "// Check if the access token is expired and refresh it if necessary"Next block to that you will find the line having the issue.  Here is o

As ever, something that I think should he simple is proving anything but.I have a table with 4 simple fields:MakeModelLineExists ?DellLatitude2243 HPProbookM123 DellOptiplexC132 I have another table with similar Make, Model, Line fieldsI would like to change the value of Exists in the first table to 'True' if there is a record in the second table that has a matching Make/Model/Line combination.I created an automation that works (sort of) in testing mode. It actually saves one of the values in to the Exists? field as I haven't worked out how to make it say 'True'.But I can't work out how to run the automation on demand. I have tried having a checkbox field in the first table and watching that field, but that doesn't seem to trigger the automation. I would ideally have a button field on each record - sort of 'Check this' - or a button that would check all the fields in the first table.How should I attack this ?

Hi I am a total newbie to airtable so I hope you can bear with me. I am wondering if I could share a link externally with lots of different people without airtable account? This would somehow need to be done through automation because I cannot create all of these different group links as there will be too many. Background: I have data with results of a animal rescue drone search and I need to communicate the progress and results of our searches with the owners of the field. We put this information into a google sheets file. So I need to be able to share the results for one farmer (with multiple fields in spreadsheet rows) via external link. But the farmers should not see each others field but just their own.Could someone help me if I can somehow do this with airtable?Many thanks in advanceJanine

We are using Airtable to track receipts. The current setup is a Receipts tab, where employees can fill out a form to submit their receipts. The Staff tab, is where the list of staff names are that the staff choose from when filling out the form that goes to the Receipts Tab. Then I have a 3rd tab for Reconciliation Month that the Finance Manager can apply onto the Receipts tab when they do the final approval of the receipts. The workflow is that an employee will fill out the form when they have a receipt. Then once a month the finance manager will go in and review confirm which month the receipt applies to so that it will group together.I am trying to get it setup to do an automation that sends the receipts to the finance manager by staff person by month. I am able to do the email that pulls all the receipts together for that month, but can't figure out how to break it down by person. The staff tab has a lookup of receipts by person, but it is pulling all the receipts. I

I tried to create an Automated email, and I don't know how to create a date time format nor rounding number.1. I created new fields with DateTime_Format, but when I put it in the email, nothing appear.2. I also round number in the number field and it won't round numbers in the email

I run an appointment system on Airtable and am looking to send reminders a few hours ahead of upcoming meetings.For example, a meeting is scheduled for 2pm on June 24th, therefore by 12pm on June 24th, I'd like a reminder email sent out.Which Automation Trigger would I need to use to do this? And what would the steps be? Possible solution: could I convert the time into minutes and then set up the formula such that once it hits X number of minutes before the start time, it meets "record conditions" (determined in Automations) which then leads to the automation being triggered?Thanks in advance for your help! ps I'm not interested in using external tools like Make or Zapier as we're a non-profit with limited funds - they just about stretch to Airtable. 

Hey there!I have an automation that is designed to take specific records from two separate tables and duplicate them into a single table. I used the repeat for each duplicate one of the tables, but because I can't use two I'm trying to do the same using a script but failing to add many of the record details.  let inputs = input.config(); let destinationTable = base.getTable("Executive Summaries copy"); let sourceTable = base.getTable("5-Year Automation"); let importQuery = await sourceTable.selectRecordsAsync(); let fivYearInputList = inputs.fiveYearInputList; for (let record of importQuery.records) { let strategicObjective = record.getCellValue('Strategic Objective') let updates = record.getCellValue('Monthly Update') let forcedOrder = record.getCellValue('Forced Order') let divisions = record.getCellValueAsString('Executive Sponsor') let whatIsBeingImplemented = record.getCellValue('What is being implemented?') let currentHealth = record.getCellValu

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 alok kumar garg a screenshot of the link 

I want to send an automated email that includes a formula field/token (it is called "6-month historical average"), formatted to 0.1 decimal place (this formula calculates an avg of the numeric values in 6 other fields, all of which are to 0.1 decimal place).Although the "6-month historical average" field is formatted to 0.1 decimal place, when I test the automation, this value always appears with a long string of decimal places e.g. instead of 4.6 it will show as 4.6248482367213....Why is this happening? I want the historical average to show with only 0.1 decimal place.Thanks for your advice!

Hi! I'm trying to set up my first automation so that whenever someone submits a survey, AT sends that person an email with a summary of their responses. The client base are outside of the company and don't use AirTable beyond this survey, so I figured the automation route would be best. When I test using a test record I created in the base, it appears to run successfully. However, the first person submitted the survey yesterday and the automation keeps failing with the "The "To" input is empty" error. I currently have it set to popular the "To" field based on what the user enters in that question on the survey. I triple-checked the run that failed, and the user entered an email in that field, so I'm not sure why it's still saying it's blank. Should I add another step somewhere? Thanks in advance for any help! 

Hello, I am trying to create an automation using the Repeating Group option but I can't get it to work.I have a main table where I keep records of customer files. Each record has a responsible party that is linked to another table called "Responsibles," which contains the name and email address of each responsible party.What I want is for the automation to check the file records every Monday and send an email to each responsible party with a table showing their files.It is possible that a file may be assigned to more than one responsible party, so that file should appear in the table of the email for the different responsible parties.I have been testing this but I don't know how to configure it. Thank you.

I have a script set up to delete records when they enter a view. I fiound the script on this forum, it's:  let table = base.getTable("Field & Nursery"); let inputConfig = input.config(); let recordId = inputConfig['recordId'] await table.deleteRecordAsync(recordId); However, when this script runs, it triggers another automation. Update (I misspoke about how the automation works - amended here) The deletion is handled by:- If the record appears to need deleting, the status changes to a pending deletion status- A formula looks for records of the pending deletion status that are over x days old (depends on the kind of record) and outputs a "Delete" string (otherwise this field outputs nothing).-The automation looks for records that match "Delete" in the formula field.The script seems to behave in a way that the fields that are being watched "look" updated.However, because the script is deleting the record, this second automation fails. I assume there is s

Hello!I saw an old conversation on this topic but was wondering if any changes...when sharing a template bases and interfaces go with it but not automations.  Anyone have a good workaround?