Automations

Hello. Thanks for any help on this.Can someone point me to a similar procedure that does the following:After a record is updated:User clicks a button to send a text with information from the updated record A SMS text is sent with this information to a constant, static list of telephone numbers.I’ve looked up several things on Youtube related to this, but they always seem to be too simple for what I’m looking for or too complex.I do use Zapier.  I did create a trial Twilio account.  I don’t mind sending with my own phone, this will only be 4-5 texts per week to 2 or 3 people.Just pointing me to a similar process I think I’ll be able to sort it out.Thank you.

Hi,I have two tables : “clients” and “registration form”. I want to be able to send a registration form to any client no mater if the client is already in my “clients” table or not. (I also have a course table). Lets say I ask for the clients email in the form. If the clients email is already present in my “Clients” table, I want to link the newly created “registration form” record to that specific client in the “Clients” table. If not, I want to create a new record in the “Clients” table with the new client info. Is it possible to achieve this with Airtable or with other tools like fillout? Thank you very much!

Hello.I am new to Airtable and I have a question concerning linking to another record. Is it possible to automate this process so that data from every record from a field (column) on the "source" table may be copied to a field on the "target" table? The data would need to be consecutive and ordered by the same ID number used on both tablesI found a JavaScript online that may work, unfortunately, 1) I have the free plan and scripting is not supported; and 2) my experience with JavaScript is limited. I added a third party add-in, however, the apparent complexity of the application may prove to be problematic.Any guidance would be appreciated.Thanks!

Hey, I'm getting a time limit error for the below script only for some records.  let table = base.getTable("Photos"); // Change "YourTableName" to your actual table namelet query = await table.selectRecordsAsync();// Object to hold the count of each Claim-Fault combinationlet counts = {};// First pass to count occurrencesfor (

Hi All, I’m trying to run this automation script that works perfectly on my test base of ~10 records but throws this error when I move it to my real base with ~1100 records. Error: Script exceeded execution time limit of 30 seconds The below code is based on this tutorial here, tweaked slightly with recommendations I found in another similar question. Any help or ideas would be appreciated! Learn Airtable scripting #1: basics & removing duplicates with Giovanni Briggs - YouTube (from Automate All the Things channel) var table = base.getTable(“Table 1”); var query = await table.selectRecordsAsync ({ fields: ["Name" ] }); console.log(query); let duplicates = query.records.filter((record)=>{ return query.records.find((potentialDuplicate)=>{ return record.getCellValue(

Hi, I would like to send requests from Airtable to Make.com/n8n, how can I do that ? Is it only for Enterprise plan ?

Does Airtable still not have the ability to keep data when updating a record? For example, when using automation, if the form field is left blank and is submitted it wipes data from the record that is being updated. I have heard you can do this with scrip, but I can’t write the script and I am on a free plan.

I wanted to make a Siri Shortcut that lets me upload a screenshot to Airtable. In my Airtable I have these fields: Screenshot ID (autonumber) Screenshot attachment Descriptive text I got pretty far but either the webhook doesn’t allow images or I’m doing something wrong. I set up the shortcut to make the webhook request using the “Get contents of URL” command in shortcuts. Under “Request body” I selected “Form” and then told the shortcut to send the screenshot and some text to describe it. That seems to be the only way shortcuts allows files to be sent out, the other options are text only. When I test the integration in airtable, it works as long as I’m not trying to send an image. It fails when I test it because the test is sending text into an attachments field. When I r

I am using a Free account right now and have a fairly simple automation where every month, if a record as Due Date in the past, the Benefit Interval is 1 I want to update two fields. I want to update the Due Date to the next month, and change the Status to “Unused”. I have successfully tested and run this when there is a single record that meets the criteria however when there is more than one record it errors out. Here is the one that works.  However when two records meets the Find Records criteria and get the error “Received invalid inputs.” Works like a champ for a single record update, just not multiple

Is there a way to use Airtable sync to conditionally sync data from one base to another? I need to only sync specific records and not all of the records in table.If it is not possible using Airtable sync, is there any other way of accomplishing this?

When creating a PRD or similar and I want to copy a User into the file so they are aware of the update I have always used the @ sign and selected the email from the dropdown list. When I then come out of this the email has automatically been sent. Do I also need to set up an automation? I have not done this previously as it is not always to the same person / group. 

Hi all! I have a problem that I feel should have an obvious solution: I’d like to set up an Automation that normalizes a string value after input by base collaborators. However, the Automation appears to run too early, catching only parts of the input string. (This behavior is not consistent, though: From time to time the Automation will catch the whole string.) I selected When record updated as trigger and configured it to watch only for changes in a specific field (in my case: Keyword). Example from the screenshot: The entered text is “Aldi Angebote”, but the Automations appears to run already after the first letters are typed in, so only “Ald” is used as Automation input. What’s the best way to solve this problem? Is there a better trigger for this use case that I am missing?

Hi everyone! 😄I’m trying to create a script for Airtable Automation that limits the number of records a user can create per page in Softr + Airtable. The idea is: Table: Projects Field that identifies the logged-in user: Criado por Field that identifies the originating page: Página Acesso Limit of records per user per page: defined in the script (e.g., 3) Desired behavior: if the user tries to create more than the limit, the extra record should be automatically deleted. So far, I’ve tried using Find records + Delete record in the automation, but it didn’t work as expected. I’m looking for a ready-to-use script or example that does the following: Count how many records already exist in the Projects table for the s

ObjectiveI would like to automatically import files (PDF or other formats) into Airtable, from either: a local directory, or a Google Drive folder. ContextI currently have a CSV file containing the drawing numbers.However, since it’s not possible to include file attachments directly in a CSV, the corresponding files (PDF drawings, images, etc.) are stored separately in a folder.RequirementI would like each file to be automatically matched with the correct record in Airtable, based on the drawing number, in order to consolidate all data and files into a single, centralized table. Thank you in advance for your help.

Hi everyone, I have been troubleshooting this for hours. This is an automation that used to work and suddenly it no longer does. I have an automation, triggered by a button, It’s a simple form submission and the button triggers the creation of various new records in different tables. Many of these records are linked. The Links are written by the automation. All of this works great. But for the last of the records, that is supposed to be created, it does not. The records IS created, however the linked records are not connected. I am linking to records that were created in earlier steps. And linking these records in the earlier steps was no problem. I do not get error messages or anything. The link simply does not get written. Any thoughts?

I’m looking to backup all the data in my base and I saw you can do it by automation but I’m not sure how. I don’t see download files as an action, would it need to be done as a script? Ideally I would like this to download into SharePoint but if it downloads locally and I have to upload manually to SharePoint that is fine.

Hello, I’m trying to use for the firs time a Airtable table inside a Docusign Maestro. At the Airtable workspace I created a table called Clients. Now, using a Docusign Maestro step called “Read from Airtable” I would like to select that table then read the records.A picture where I’m trying to config the step: How to do that? Thank you,Alexandre

Hi. Hope someone could help. I’ve automated a create tasks from a task template and it worked. Now how do i automated creating subtasks. I have subtask template table as well. That’s where I’m stuck on. Thanks!

I would like to send an email at 10am every week day to orders with the status ‘past due’. At the moment I have an automation with Trigger > at a scheduled time Action > find records (if status is ‘past due’) Action > send email however the test email fails due to “Cannot email more than 25 recipients at a time.” at the moment it is adding every recipient to one giant email, rather than separate emails. Is there a way to have it send out separate emails for each ‘past due’ record? I don’t want all of my clients to see each others email address :slightly_smiling_face: Thanks

My employer requires a strict technical control to ensure that employees can only check in from their authorized workstation. The idea is to automatically capture the user’s public IP address at the time of check-in and compare it against a whitelist of IP addresses stored in Airtable.The key constraint is that the solution must remain 100% Airtable-based: forms, automations, scripting, with no external front-end, middleware, or proxy server (e.g. Netlify, Vercel, etc.).However, in our tests, Airtable scripts always return the IP address of Airtable’s servers (AWS), not the end user’s IP. We would like to know if there is any native Airtable method or internal configuration that would allow us to capture the real client IP address directly within Airtable.

Hi everyone,I’ve set up an automation in Airtable that is supposed to trigger once a day at a fixed time. The automation is configured to send an email via Gmail.Here’s the setup: Trigger: At a scheduled time Interval: Every 1 day Time: 1:30 PM (local timezone +07) Start date: Jan 9, 2025 (Screenshot 1 shows the trigger configuration).The problem:Instead of firing once, the automation is running three times: Once at the correct scheduled time (1:30 PM) Once again almost immediately after (same minute) And another run about 2 hours earlier than schedule

I’ve got a nice little script within an automation to auto-categorize transactions in a bookkeeping base. It relies on a table for transactions with various fields, as well as a table called Rules, with the rules I want to create for my categorizations. The Transactions table has the following fields: *Name - single line textLowercase Name - formulaMatched Terms - single line text*Vendor - single line textPayment Type (tax purposes) - single line textPayment Type - single selectCategory - Linked fieldMerchant - Linked fieldTransaction Year - formula The Rules table has the following fields: Match Term - single line textLowercase Match Term - formulaPayment Type - single selectDesired Vendor Name - single line textCategories - linked fieldUpdate Rule? - checkbox It all works great, but now I want to add another parameter to the Rules table, a linked fie

Hello all,I'm encountering an automation issue that I thought adding a delay action would resolve—allowing sufficient time for all record data to populate before triggering the email. The setup: Our work order base captures information and automatically emails the assigned technician. While most fields transfer correctly, two field agent fields consistently fail to appear: "Job Name" and "Scope of Work." The first field: The second field: The workflow is: The PM manually enters the Scope of Work, which then populates both the Job Name and Job Summary fields. These should all be included in the technician's email.

Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records. I've recorded a Loom to add context: https://www.loom.com/share/b24fb5b8f11b4a18a786075e2966d681?sid=7454058e-7874-482e-9696-99a4cbde75c3 Looking forward to hearing your support.

I have an automation triggered by an incoming POST web hook.I do not have control over the format of this workbook however it send its content as a JSON whose structure can vary but at the top level contains a key "data" which is an array of objects each containing information about a particular answer in a form response.e.g { "data": [ { "title": "What survey/inspection would you like?", "description": null, "type": "choices", "key": "d747n", "custom_key": null, "value": "Level 1 Health Check" }, { "title": "", "description": null, "type": "hidden", "key": "4pf996l", "custom_key": "age", "value": "4" }, { "title": "", "description": null, "type": "hidden", "key": "9b8fc", "custom_key": "cost", "value": null } ]}This means that the when trying to use the data in a script using inputConfig it w