Automations

I work in a school and manage a process where teachers submit a form after grading tests. This form triggers an automated email to the parents. Currently, if multiple students are submitted in the same form, all their names appear in each email sent out. I want to personalize these emails so that each parent receives only their child’s information.I am considering writing a script that can be triggered by a button. The idea is that when the button is pressed, the records would be split by each student's name, and an automation would then trigger the sending of these personalized emails.Has anyone implemented something similar or have ideas on how to best approach this? I would greatly appreciate examples of scripts or advice on setting up these automations effectively.Thank you in advance!

I have a base where I want to track how Contacts engage with Events (dozens of them). I have one single-select status field per Event on the Contact record and would ideally like to use those fields to programmatically link the two records.For instance:Contact James Doe has the status "Invited" in the field "Conference 2024" (which corresponds to the Event record Conference 2024). In that case, I want to automatically link Conference 2024 in the "Events invited to" linked records field on James Doe's record (appending it to any existing records there).I know I could set this up for every single event individually with automations, but I would like to avoid doing this dozens of times for dozens of different events. I've also played around with the two record linking extensions I saw, but neither seems to do what I need.Is there any good way to say "when field '[eventName]' on a Contact has value 'ABC', link the record to Event record [eventName]"?Thanks in advance for any suggestions!

Hello! I'm hoping someone here is great with automations/scripting/something to help. I'm trying to run an automation every Sunday to randomize work tasks for my team and then send an email or Teams message. I want it to refresh the randomization when this runs at it's scheduled time. I have 6 members, and already have their off days input. The Airtable randomize values extension works for what I'm wanting (and avoids the cells that are already filled with "Off"), but I can't run it on an automation and honestly, I don't know enough about JavaScript to change the code. Their code requires inputs from the extension panel with the min/max bounds (mine would be set to 1,1, which is how it avoids the "Off" cells) AND the specific field to update. Here are my data references:Automation should run every Sunday at 3am (before anyone is logged in.. the time is somewhat arbitrary)Randomize each task excluding "Off"6 members in the first columnEach Day field is a multi select with

Hi community, I have set up a trigger that loads a record and passes on linked records values to a script supposed to order those by date from earliest to latest. I'm struggling to get this to work, can anyone advise? Thanks!const inputConfig = input.config() const linkedRecords = inputConfig.linkedRecords linkedRecords.sort(function(a,b) { var c= new Date(a.date).getTime(); var d= new Date(b.name).getTime(); return c-d; }) output.set("linkedRecords", linkedRecords) 

Hello, I am stuck.I have a table that I upload a csv from my databaseThe table has records (all records have a unique GuestID) that are either the parent record (field name GuestAccountOwner is equal to true)Or a child account where GuestAccountOwner is equal to false and GuestAccountID is equal to the GuestID of the parent record.I am trying to output in a new table on one record for each parent, but combining data from both parent and child. So the record would have the ParentName, Parent Email, ParentPhone but on the same record there would be Child1Name, Child1DOB, Child2Name, Child2DOB. Based on the DOB of each child there would also be a Child1BirthMonth and Child1BirthYear, etc for each child as well.Basically the automation has to go through and find the parent records, count the chidren and put it all on one line, I can either have all the fields ready with that naming convention or it can be added on the fly.Is this possible?

Hi there!Hope everyone is doing great! Remind to drink water 🙂 I'm working on a project to connect two different users (not the same table).I want to set up an automation to match records by using two records, geographical area and interests.Let's first try by doing matches with one field.I have two different users :Our client : they want to meet people from France, USA, Italy, Brasil (for example).Our Partners : usually from one country.Both of the country fields have same naming convention and are both a Multiple Select.I have created a specific table "Matching Table". On an interface which is a little CRM for our clients, I created a button to create a record on the Matching Table.Once the record created in the matching Table (here is the automation I try to create) I want to add Partners records (Link to DB Partners) to the record created for the client.The problem is that the matching doesn't works, looks it stop every time he doesn't find a record to match with.Can s

I have a form for inputting contact and basic account information for new sales (form 1) - when the form is submitted, it sends a survey that the customer needs to fill out (form 2).Depending on one of the fields from form 1, form 2 can be one of five different form views (specific questions and information are pertinent to specific account types).I currently have a nested IF function and hardcoded URLs for the five different forms - is there a way to make this connection dynamic instead?  Concern would be something like, if a sixth account type was created it breaks the workflow.

Hey everyone!I'm new to this and need some help. I have a list of client details that include two attachments: a price list and a software update list. These attachments are used in automated emails. Periodically, I need to update these attachments with the latest versions.I've tried two methods:1. Linked records: I created a second table with the attachments linked to the client list. However, I'm having trouble getting the attachments to appear in the client list.2. Update record automation: My understanding is that I need to first find the relevant records and then run a repeating group to update them. However, I'm facing two challenges here. First, it seems to only find up to 100 records, but our list is much larger. Second, I'm struggling to get the automation to work smoothly.Has anyone encountered a similar situation and found a solution? Any advice would be greatly appreciated!

Are empty record fields counted as 'Unique' in the Unique total number? I expect not, but just checking.

I may be going the wrong way around this. I am trying to send records from one table to another as a group of linked records. There are two condition groups for creating two linked records each time the automation is triggered.Condition 1 is:Farm contains "Ahoaho"Status is "Sales"Sales Summary (Linked Record) is EmptyCondition 2 is:Farm contains "Ahoaho"Status is "Sales"Sales Summary (Linked Record) is EmptyI would like to be able to further group these by "like dates," so that stocktake records from different dates don't get linked to the same Sales Summary record.My first approach was to attempt creating a repeating group based on unique instances of "stocktake date," however the repeating group function doesn't work like that. Is there another way I can group records in an automation based on a date field?

This automation has brought me to my knees, please help.I'm trying to create a google calendar event for a session booked from a start time to end time. The automation fails because it's unable to parse datetime: " "This is my flow:1. I enter the date and time in text format (Text date)- 3 April, 2024 at 17:002. Then convert the above to date format using Datetime parse formula - 4/3/2024 17:00(formula - DATETIME_PARSE({Text date},'D MMM YYYY at HH:mm') 3. Then I convert this to ISO format using Datetime formula - 2024-04-03 17:00:00.000(formula - DATETIME_FORMAT({parsed and formatted date},"YYYY-MM-DD HH:mm:ss.SSS") What i get in step 3 is what is entered as start time in the automation. Similarly the end time is calculated using three steps. 

Hey all.I'm looking to automate a task based on # of projects included in a record.The above is a listing of test courses.  The are marked for the trigger conditions, and should be the only records that are created into the Project Production Table. I'd had a simple automation that did this perfectly.  However, I'm needing it modified to where it will now create new records based on the # of projects in that field:Here's the automation setup:I know I need it to loop a # of times based on that Project's field, but I just can't seem to figure it out in AT.I feel my settings aren't quite there, obviously.  Also, does the Trigger's conditions affect what records the FIND RECORDS action looks at or is it its own? Thanks!    

Safari v14.1.2 To the right of a table where it says ‘add or import’ the add or import is flickering and quickly. It started on one base and has spread to another. What can i do to stop it happening and annoying my eyesight. (Uploading a screenshot is pointless as it won’t capture the flickering, rather I’d have to time the screenshot to coincide which at the speed of flicker could take ages. )

I’m very NEW to Airtable.I want to create a B2C project. The goal is to have the client enter a due date and an email is triggered to notify them each time the item is due. I don’t need to know their due dates because it will become their personal tracker .It’s like their personal planner/accountability tool.Is this possible?If so clear and simple instructions because I’m learning how to develop a base from scratch.thanks in advance 

I am trying to create an Automation that will send an email to all records in a View, but I consistently get an error which indicates that the Action does not recognize the email field. Specifically: Job Board TableNew Listing View – New listing (all records with today’s date)Worker Availability Table                  Active List View Trigger: New record in Job Board Table – New Listing ViewAction:  Find records in Job Board Table – New Listing ViewEmail: to all records in Job Board Table – New Listing (field type: email) Testing my action produces the following error report: Invalid email address in the "to" field: <b>Worker email (El Correo de electrónico)</b><br/>theothergarynelson@comcast.net<br/><br/><br/><span style="display:inline-block;height:1px;width:100%;background-color:#999"> </span><br/><b>Worker ema

Hey guys,I am having an issue with a formula field not showing up in a teams message. I have a formula field inserted into the body of the message, the formula is just "Required" or "Not Required" text. But when I test the action the formula field's text doesn't show on the teams message. Has anyone encountered this or know a fix for this?Thanks!

Hi there,I am looking to create nice email templates on Airtable and send them via the automation function. I tried with Aeropage but I need to pay for it which I rather not do.I also tried with Sendgrid but can't find how to do it once the template has been created.Thanks in advance for your help

I have an automation which sends out entries to the database through email.Error message showed that one of the emails couldn't be sent due to it exceed 25mb.Is there a way to increase the size limit of the email or is compressing the file the only way around this?

hi there, i was trying to capture text w the mid feature for text inside a bracket in my title column imported from google calendar however for some reason it's not grabbing it. What should the formula be? The text that needs extrapolating to a different field is within the "[" and "]" [TEST] Restaurant Name: Name of Event. Any thoughts? I'd then like that text to trigger a dropdown menu in a different field.  THank you!  

Hello, I feel like this is relatively easy but I am stuck. I have automations set up to send out a welcome email each time a project is sold. I have spec sheets and standard documents I want to send with each email. They are standard forms that are the same for each project. I want these to automatically attach to a record when it is created. I have the forms set up as their own table. How do I get Airtable to link these forms whenever I create a new record? thank you

Hi All,So I have a question about the best way to merge data. I manage a scholarship program for a festival that happens once a year. We've been using airtable the last few years to manage the staff, artists, and scholarship recipients. We saw a lot of success converting our emails into Typeforms last year and want to expand on that.We use a typeform application for people to apply and then pull those who are selected into an 'Accepted' View. We intend on sending 4-5 typeforms with questions so we will need to merge their answers into each of their 'Applicant' profile. The typeform will ask for the same email address they applied with and I would use that to direct the merge. This is going to create a lot of multiple 'accounts' and I want to make sure our data stays tidy and manageable. Rundown:1. John Snow is accepted.2. We send out  Typeform 1, 2, 3, and 4 out to John3. John fills out the typeformform as he recieves them, the data is collected and sent into airtable vi

I have been using Airtable and created a column in which I have added links to Twitter, Facebook, LinkedIn, and Instagram profiles. I manually added the follower count, but I want to know if it is possible to update the follower count automatically for these social media platforms in real-time. Can you please help me with this?

Hi, I have researched the forum but cant find the problem to my solution. Every time a record is updated in UseCases, I calculate a field call Environment_textual (example value would be "Negligible risk").I have another table called Environment_pics where I store pictures for each rating (e.g. there is a pic for "Negligible risk"). I want to create an automation which takes Environment_textual and copies it over to the linked field, so I can the picture in the UseCases list.I get an error for the last step.Should I copy the result in the linked field in UseCases or in the linked field of Environment_pics? For use cases it runs succesfully but the value is not inserted, for Environment_pics I get an error "The record does not exist"Please help. A gif would be me most welcome, or any description, link. Spent hours on this and is blocking me big time.Somewhat similar problem but didnt help me figure it out:https://community.airtable.com/t5/automations/a

Hey my Gmail automation appears to be set up correctly with a publicly hosted web image that should send in the body of the text. It works in the preview but when I send the email it doesn't show. Could anyone point out where I'm going wrong please? The subject and body of text pulls from my airtable and sends in the actual email, then I use (<img src="image web address">) to attach the image (This does not send). Does this need to be configured in a particular way to send via Gmail that I'm missing? Cheers! 

Hi All,I'm having difficulty automating a task that I need for my database. Essentially what I'm trying to do is to have a default value in the "Link to Field" selection, which is then removed when another option is added. The data is currently pulled in from another table using a 'Link to Field' column, I currently have the automation working to add default option back when options are removed but having difficulty creating the script to remove the default option when a second option is added.Below is my current code, which pulls the current options from the cell and checks whether they are the same as the field being updated, which then passes those choices to an updateOptionsAsync, from which my understanding is the wrong function to be calling.Any help would be greatly appreciated!! let inputConfig = input.config();let currentRecord = (inputConfig.recordID);let table = base.getTable("Deals");let field = table.getField("Properties");let queryResult = await table.selectReco