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  • 5,191 Topics
  • 16,174 Replies
5191 Topics
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MARTIN_EtienneParticipating Frequently
posted in Automations
Slack actionnable message - permissions to edit records

Hello,having configured an actionable slack message, the error message marks that I don't have the permissions to edit the record when I click on the button.However, I have the impression that I have configured everything correctly.Maybe the screenshots can help...

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TheTimeSavingCo
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davidcarldesignInspiring
posted in Automations
Automating Page Designer exports - is it possible?

How would I go about exporting multiple page designer layouts as images into an attachment field? -Could I use or create a script to do it? -Is there any free Airtable apps that allow this? I provide more visual context in the link below:

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Sean_Lake1
Sean_Lake1Inspiring
asked in Automations
Force Automation to not just copy and paste the Training Started Field, but also hard code to 6:00am PST

 Good day.  I’m looking to add or rather hard code the time 6:00am as shown int the automation field below: How might I go about doing this?  Currently it brings in the date, but it changes a bit.  For example it’s specified as 7/21/2025, however what it changes it to is 7/20/2025 5:00pm  Here’s the automation:Would there be some way to “tack” on the hard coded time 6am or would I have to create yet another field to do that?  Eventually this will be used in a Workato Recipe, and they’re more buggy. Thanks!

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DisraeliGears01
Sean_Lake1
Sean_Lake1Inspiring
asked in Automations
Creating a year field that updates every year

Hey all.I have a table that has a “status” or “level” for users.  The idea is to have the formula update an unique status/level with the year, e.g.,CONCATENATE(Select," - ",YEAR)SO what I’d need is Gold 2024, Gold 2025, and then when the year with a formulat: (YEAR(TODAY()) updates, we’ll have 2026 and so on.Unfortunately, with a formula right now, 2024 cannot be created.  Perhaps an Automation that updates this based on year(today()) ? Any ideas?

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Alexey_Gusev
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flaviagomaParticipating Frequently
asked in Automations
Is it possible to create an automation to create a new tag option in other tables once a new record is created in table 1

Hi all, I want to create a Table 1 with a list of tags and use it to create a matchmaking system that works across other tables.So whenever I add a tag to Table 1 it would automatically appear as a tag option in different multiselect columns in other tables. Is it possible? How can I use the same tag system across several columns? 

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Ni0323New Participant
asked in Automations
Slack mention not working for specific user after display name change

Hello,We are using the “Phone SlackID” field in Airtable and passing its value into the body of a message using the “Slack Send a message” action in an Automation to send mentions.In the “Phone SlackID” field, we’ve set each user’s display name in the format @last.first, and it has been working correctly for almost all users.However, after one staff member changed their display name, they no longer receive mentions. Specifically, @last.first now appears as plain text.Could you please advise us on how to resolve this issue?

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Sean_Lake1
Sean_Lake1Inspiring
asked in Automations
Automation - Triggered by Date, 48 hours prior to an event to be exact

The above is a view.The idea is instead of trying to get an automation to trigger by 48 hours prior to the start date of an event, and sending an email, I thought perhaps, the automation being triggered when entered by a view that only displays events that are 48 hours(2 days) prior to an event. However, my view from the settings still shows, all the start dates.   

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proboticsolutions
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Lauren_Marshall_CTRLNew Participant
asked in Automations
Duplicate multiple fields to same table

Hi, I’m building a page to track hours — comparing what we’ve budgeted versus the actual hours spent. We’re tracking time in Harvest, and at the moment I’m manually entering that data to match it up, which means there’s no direct link between the two systems. We use the same standard phases for every project (example: B01-B09). Each time a client signs a fee proposal, I want to add these same phases to the new project and allocate the initial budgeted hours. In Excel, I’d simply copy and paste multiple rows, but in this system I can’t duplicate more than one row at a time, which is slowing things down.Ideally, I’d like to be able to duplicate all phases (B01-B09) and assign them to a new project in one go, then input the hours. I also update the actual hours weekly, so it needs to be easy to maintain. I’ve been exploring whether an interface with a button (plus an automation) could do this — so that with one click it would add all the phases for me — but I’m a bit stuck on how to set t

11810
BuildForAT
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alfredoigmenNew Participant
asked in Automations
Add AI Generated field to email automation

Hi! Do you know if it’s possible to add the text generated for an AI field to an email automation? Everything seems fine in the other fields but not in the AI generarted. I tried copying it with a formula but it is not working.   

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LaurelNew Participant
asked in Automations
How to automate change in status in one table to change status of linked records in another?

Hello!I am a novice with automations and trying to figure this out:I have one table for Projects, each record is a separate project that is then linked to records in another table for Deliverables. When I change the status of a project to Archived, I’d like an automation to trigger all the linked records in Deliverables to also change their status to Archived. What is the best way to set this up? Thanks in advance!

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Mike_AutomaticN
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PeteNew Participant
asked in Automations
Automation bug

Hi, Many of my automations that worked for months are failing after the recent update. Is anyone else experiencing this?

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TheTimeSavingCo
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Chef TarikInspiring
asked in Automations
Scripting error

Hi Dear community i’m facing a scipting error pleaase help mei need to connect  my ingredients tables to the API open food factsThanks   let tableIngredients = base.getTable("Ingrédients");let tableOFF = base.getTable("Open Food Facts");let ingredients = await tableIngredients.selectRecordsAsync();let offRecords = await tableOFF.selectRecordsAsync();for (let record of ingredients.records) {    let ingredientName = record.getCellValue("Nom ingrédient");    if (!ingredientName) continue;    let response = await fetch(https://world.openfoodfacts.org/cgi/search.pl?search_terms=${encodeURIComponent(ingredientName)}&search_simple=1&action=process&json=1);    let data = await response.json();    let product = data.products && data.products.length > 0 ? data.products[0] : null;    if (!product) continue;    let nutriments = product.nutriments;    let energie = nutriments["energy-kcal_100g"] || null;    let proteines = nutriments["proteins_100g"] ||

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Alexey_Gusev
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ACLATLNew Participant
asked in Automations
Email only the latest attachment in an attachment field

I have an email automation set up so that when an attachment is added to a field, an email is triggered to a project manager with a copy of that attachment.Currently, we delete the old attachments before dropping a new one in so you do not receive multiple attachments with the email that gets triggered.Now with the new Versions feature, I want to keep the old attachments in the field but only have the latest attachment added to the email. Is there any way to limit the attachment field in the email automation to only the latest one that was added?

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Mike_AutomaticN
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Gabrielavale_1New Participant
asked in Automations
Optimizing Automations for Syncing Task Statuses Across Multiple Tables in Airtable

Dear Airtable Community,I am refining a project management base, established in June 2025, to streamline task tracking for a small marketing team using Airtable’s Professional plan. While the base effectively organizes tasks, I seek to optimize automations to sync status updates across linked tables efficiently. Your expertise in this area would be greatly valued.My base comprises three tables: “Projects,” “Tasks,” and “Team Members,” structured per the Airtable project management template (https://www.airtable.com/templates/). The “Tasks” table links to “Projects” and “Team Members” via linked record fields, tracking approximately 200 tasks for 10 projects and 5 team members.I configured an automation in the Airtable Automations panel to update a task’s status in the “Projects” table when its corresponding record in “Tasks” changes to “Completed.” The automation uses a “When a record is updated” trigger and an “Update record” action, referencing the linked project record.However, duri

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GregAbregoNew Participant
asked in Automations
Email automation that includes an attachment

Trying to build an automation where an email is sent when a record enters a view (specified by a month status). The record contains a previously uplodaded file (pdf). Up to that point I’m able to make the email automation work, but when trying to add a last “update record” step (so that the record is updated after the email has been sent out, by having its status changed/updated) I get an error. Seems as if Airtable wont be capable of updating the record  “status field”  because the record contains an attachment. Trying to work a solution that will allow me to keep using the product. I have a paid version.  

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Ang_BNew Participant
asked in Automations
Can I automate a Teams message with record attachment via form submission?

Is this scenario possible?I want to automate a task on my team in which a team member would create a record and attach a word doc to it. The team member would then fill out a form which allows them to attach the record they just made (or any record via the dropdown that lists all team member-made records). Once they submit the form, it triggers an automation to send a pre-determined Teams message with the record chosen from the form. I successfully created an automation to make part of this happen, but i can’t get it to attach the record (because the message is static and the attachment is dynamic?) Is there a way to make this work??

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ChooseLethbridgNew Participant
posted in Automations
Automating resource fulfillment

Hi all, Any help would be appreciated on this one. I'm working on an automation in Airtable we previously used Zapier for to try and streamline some self-fulfilling on-demand educational resources. The way I currently have it set up is in one Airtable base, but two separate sheets. One sheet has an external-facing form for people to order course content through, another sheet has the content listed by name, in zip files or individual files. The names match the form exactly, and I have tried two different methods to get the automation to grab the content from the form sheet based on the name: multiple select and link to another record. Any way I do this it provides all or none, and won't search by name. The content is currently fulfilling best in an Attachments field in a zip file as it ranges from PDF documents to videos to PowerPoint files. The actions I'm using are 'When a form is submitted', 'Find Records', and 'Send an Email'. I've attached images of the form and the back

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src-a11yNew Participant
asked in Automations
Slack Message Dynamic Automations - Reply to Specific Chat

We are looking to reply to specific Slack messages to update product status. While it looks like it’s possible through Slack conversation IDs, I haven’t found documentation on how to set it up. Does anyone know how to do this without an external automation? I checked the following thread from 2 years ago, but it mentioned Make (an external automation tool) - I don’t believe my company will allow such integrations: 

587
TheTimeSavingCo
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davidjames874New Participant
asked in Automations
Why Isn’t My Airtable Automation Sending Emails for Completed Tasks?

Hey Airtable Community,I’m new to Airtable and trying to set up an automation to send an email when a task is marked complete, but it’s not working. The automation seems to start, but no emails go out. I need help figuring this out!Details:Using Airtable Team plan on Chrome (Mac). I have a “Tasks” table with columns: “Task Name” (text), “Due Date” (date), and “Done” (checkbox). Automation goal: Send an email to my team (e.g., me@example.com) when “Done” is checked. Automation setup: Trigger: When “Done” checkbox is checked in Tasks. Action: Send email with task name and due date. Problem: Automation runs (logs say “triggered”), but no email is sent. No error messages. Steps I tried: Checked my email address is correct. Tested with a different email—still no email. Made sure the task has “Done” checked. Looked at Airtable’s automation help page but got stuck. Questions:Why aren’t my emails sending? Is there something I need to set up in Airtable to make emails work? Any simple tips

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sanaz456New Participant
posted in Automations
New to Airtable – Excited to Learn and Connect!

Hey everyone! I’m new to this platform and just getting started with Airtable. Looking forward to learning from you all and improving my workflow. Any tips for beginners are most welcome! 😊

334
Mike_AutomaticN
froesemanuel
froesemanuelNew Participant
asked in Automations
Feature Suggestion : convert row into columns

Maybe i am ignorant here, but i suggest a feature:  convert row into columns this means: what is on row 1 as a,b,c  will overwrite the name of the columns d,f,g as a,b,c  kind regards

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Mike_AutomaticN
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Brent_CookParticipating Frequently
asked in Automations
Page Designer to email or text within the document (or table)

I have been trying to help my son (13) start up his lawn care business.  I'm familiar with, and use airtable regularly for some small tracking.  I love its accessibility, range, and adaptability.  Thought it would be a good fit.  Created an easy to use base with services available (with fees) table, service provided and dates table, and client table.  Then created an invoice table that he can simply add the services provided to certain customers from the "services provided" table.  Works flawlessly.  He has grown the business and uses written invoicing.  Tried to help him save a step by automating the invoice so he could send it as a text to the clients each month.  Page designer creates the invoice.  Is there a way to send the invoice created as a text or email to an email in the invoice? To sum it up, use page designer to create a document.  Send the document via text or email.  Solution needs to be simple, and low cost

1013
ScottWorld
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Yomu_GamesNew Participant
posted in Automations
Single-Use Restriction for Forms

I want to send different people emails containing a link to a form that they can only submit once. Once submitted, if they click the form link to the form again, they wouldn’t be able to do another submission. How do I do this? Ideally, the form would be tied to a record in airtable, and if the status column of the record is no longer “new” and transitioned to “progress” or “finished”, the form would no longer work.

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ScottWorld
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emiliocawParticipating Frequently
posted in Automations
Automation to Uncheck Box when Record Enters a View on a different table

Hello, I seem to be running into a problem where I can't get my automation to uncheck a checked box when certain conditions are met in a linked table. Essentially, I want the "Ordered" Checkbox on my primary inventory table to be unchecked automatically when a new order of the associated item enters my "Received" table. Here's the setup for the automation:And the result where I'm having trouble:Airtable seems to recognize the cell that I want to affect with the automation as evidenced by the fact that the box is highlighted in red, but it doesn't actually uncheck the box. How do I work around this? Thanks

7610
ScottWorld
R
Remy_SmithNew Participant
asked in Automations
Automation action "Find records" showing "no valid nested values" for dynamic values

I'm setting up an automation triggered by updating a field in one table, which updates a field on the linked record in another table. I'm using "Find records" to search the linked table based on condition that the record's name/title matches the name/title of the linked record from the source. Essentially, I'm just trying to find the record linked to the updated record.However, when selecting "Dynamic" for the condition value, the name/title field to be used is not selectable, with the pop-up message of "no valid nested values" when hovering over the field. It really seems like this should work, and this error message is cryptic and not helpful.Does anyone understand this "no valid nested values" error?Should I be grabbing linked records to be updated in a different way?

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