Automations

I want to create a tracking table for customer payment.Every month I check in the bank account who paid and mark in Excel.How can I create a table of all customers and mark for each customer whether he has paid or not?Is there an automation that can every month duplicate all my customers from the customers table to the payments table?Thanks.

Hi there,I'm creating a weekly digest email that pulls all records created from the past week and displays as a Grid of Records in the email.When a preview is generated within Airtable, the formatting is clean and the text for each entry doesn't wrap within the cell.However, when the email is sent out, text within in each cell wraps, making each row taller than a single line and isn't a consistent height. Several of the fields are linked records.How can this be adjusted so the Grid Records in the email appear more like the preview in Airtable (consistent, 1-line row heights with no text wrapping), rather than how they are appearing in the email currently?Preview within Airtable:How Grid Records Appear in Email:

I'm getting a 422 error saying my column "Step" doesn't exists, but the column exists and I haven't touched it. When trying the module alone, it works. But when I run the automation and the strings are mapped, it doesn't  

Hi! I use Airtable for tv title tracking and I'm trying to see if it's possible to update a field ("Distribution Rights") when a separate field ("Distrbution Rights Details") is selected. Example listed below:When "EXPECTED: All Media Worldwide" is selected in the "Distribution Rights Details" field, populate "Distribution Rights" field as "Global Expected"Is this automation possible? If so, would it be possible to add additional options (when All Media Worldwide is selected, populate Global in Distribution Rights)?

This one is puzzling me. I have an automation that watches for a field to be updated, which then updates another field on the same record. It mostly seems to work as I need it to. However, I keep getting errors that the automation has failed as it "does not exist". It will successfully be triggered, but unable to update itself.Indeed, these records don't seem to exist. I expect they are deleted. However, I can't get the automation to fire by deleting a record.What could possibly be happening to the record between being the trigger and the update step?I haven't been able to "catch" this failing in action, as it doesn't

Hi everyone ! 🙂 I'm running into an automation puzzle and would love to have a little help.Take a look at the picture attached. I have a list of clients (column A) and each of these clients are linked to their account manager(s) (column D). Other columns are various infos about each client (status or region - columns B and C - I've kept these as examples).I want to send a weekly reminder, by email, to each account manager, with all the clients they have to reach out to this week (according to a filter on which the view is based - Priority Status (not shown)). Things would then go like this : Charles receives an email with a list of every bar for which they are account manager, so everything from line 93 to line 108Ines receives an email with the 2 bars for which they are account manager, so only lines 100 and 109(and so on, for every account manager)I'd love to be able to do this without adding a new t

I have an interface in a list form.  I added a button to the interface. I want the user to be able to select multiple records from the list and click on submit. However I see that the button is disabled and it does not detect the source. I tried adding a dummy record picker element at the top and I could then see the button. But my question is I should not have to add that dummy element because I just don't need it on my interface page. It just creates a lot of confusion for the user to see that dropdown. Is there a resolution for this? Do automations only run when there are record pickers in the interface? Because that is pretty weird according to me. 

I am learning automations and I have hit an error I cannot figure out.There are two tables involved in this automation:People table where the client master data residesClient Funding table where clients' stipends and grants get recordedHere is the logic I am trying to make happen:When Client Funding Indicator field changes to "MicroGrant Invited", do two thingsCreate a new Client Funding record for the client <-- This step works correctlyReset the Client Funding Indicator field to "Funding Not Specified" <-- This step gives me the error "Received invalid inputs."Thank you!!!

I have a automated email that goes out to a group of non-collaborators when a form is filled out.  The emails contain an inserted grid with designated information from that form including any attachments that were submitted.  These attachments are, however, not viewable by the non-collaborators.  Share and sync is turned on.  Is there a setting I am missing?  Is it not possible for non-collaborators to view the attachments?  Is there a workaround that doesn't involve giving the non-collaborators access to the base?Thanks for the help!

I'm trying to create a weekly digest of invoices submitted in the past week. The idea is that people submit invoices via an Airtable form, then the automation sends a message to a Slack channel and a person in that channel presses a button shown in the Slack message once they've all been paid. Pressing that button then marks them all as 'Paid' in Airtable. I've gone through other similar threads about this and I'm not able to understand why I keep getting the 'Received invalid inputs' message. I'm quite certain that I've linked the correct Airtable record IDs (i.e. the ones found in the intermediate Find Records step). See screenshots, but any help would be much appreciated!

I have a table of pricing data for products. It has several hundred products.  Without too much modification to that table and its data, I want to add a field with a checkbox so that if Check/Uncheck it will Copy or Remove the data to another table.  On this other table, there will be additional fields added.  Really a newbie to Automations but I started with the Trigger when the Checkbox is updated and that seems right, but I can't seem to figure out the Action part.  Would that be an if/else statement?

Hi allI am using the Make.com modules to create a scenario where an address input into AT triggers an automation that generates a google maps link with transit options for travel from A to B.My question is if I can enhance this to provide me with a string of text for the directions, e.g., "Take Bus 83 to X and then walk 8 minutes to Y" Many thanks ! 

Hello everybody, i have a problem with an automation, it worked for more than a year without problems, but now it stopped to working giving me this error: attachment url is disallowed. I specify that nothing has been changed in the trigger, nor in the file to be attached (it is the same pdf format), the trigger starts when it finds the conditions inserted (and this passes) but when the email is sent it fails. Can you help me solve? Thank you

Hi all, I'm trying to remove a deactivated User from my base with an automation. Has anyone managed to achieve this? 

Hello.Am trying to automate creation of document from airtable. The questions are in a lookup fieldBelow is the information i want to push to be created in a document and attached is my workflow.My problem is the out put is not correct.I will wish is the question to be created in the document and numbered correctly.How can i achieve this?Thank youThe outputthe flowget record from airtable 

Hello ,I am trying to link a row to another row via an automation script , how can I get the url link to a cell because when I do a for(let  record of tableQuery.records) i can only get the record.id or record.name isn't their a way to get the record.urlLink ? Thanks for the help 

Hi,I am trying to create an automation that will create a quarterly report for me every 3 months.How can I make a report be created every 3 months for each client?I'm using docsautomator so I tried this: https://imghostr.com/938e92_l5x but it didnt work  

How do I automate that a record gets created/populated when certain conditions are met. For example, When the value of Food is 'apple', and the Color is 'green', Attitude is 'happy'. Thanks for your help. 

I want to use AirTable so that users can login and access their test results and marks. You could call it a dashboard or customer portal site. So, one user’s results can’t be seen by another, this is why I need login or user accounts. I will be using AirTable forms (maybe Typeform) and AirTable sheets to enter the user’s test results. I have looked at various third party sites that build websites using AirTable data. However, I am not sure if they will be able to do what I need to do. I found one that looks like it could softr.io - but it is very expensive in my opinion. I know I could use a dedicated Dashboard or portal software like SuiteDash, but I am trying to automate as much as possible. I already have a SuiteDash account. I am happy to spend some money on a paid SaaS product. Does anyone have any suggestions or possible solutions? Thank you.

Apologies for the confusing title. To not confuse things further, I'll minimise the story/context. I'm developing a crop planning and record keeping system for our farm.For this issue, I have 3 tables in question. 1) Crops (basic info about all our crops)2) Crop Plan (for planning)3) Field (what actually happens in the field, as plans are never followed 100%).More than one Crop is added to the crop plan via a linked record. An automation creates a record for each crop with a "planned" status in Field. The planning info and dates are dynamically updated between tables. So there are two linked records in the Crop Plan table - Crop and Field. The Field table also have a linked record to Crops. Th

Hi everyone,I have an automation that runs a script which sends a recordID to a Make webhook.Every now and then the automation fails because Airtable sets the script execution limit to 30 seconds. That makes me think that the problem is because of Make, in that the processing in Make takes longer so in return Airtable exceeds the execution time.Has anyone else experienced this issue? Is there a way for us to resolve this or perhaps a workaround?Here's my simple script: let inputConfig = input.config(); let webhook = 'https://hook.us1.make.com/jflrewqrewmnmnnqsdfsqsgtewvs' let queryParams = `/?record=${inputConfig.record}` fetch(`${webhook}${queryParams}`); 

I have a "Send an email" automation set up with the trigger "when {{Date field}} is one week from now."It's working great, except the emails are going out just after midnight. I'd prefer them to go around 9am. I have added a time to my date field, but that does not seem to work. Any advice?    

Many times we wish to have a single select or multi select field automatically choose an output based on other fields. Automations are useful for this, but are limited and become convoluted as a separate module, especially when you have many of these use cases in one table.It would be very useful to have a single select or multi select field with an inbuilt formula box, where the select output could be determined by the formula. You could then introduce another option to lock formula mapping (ie no ability to edit), or freeze mapping, where an Auto value output would generate unless the field was manually overwritten.The workaround at present is to create three Fields, 1 select field for manual input, 1 formula field for automated input and one last official formula field to take the most relevant of the two previous outputs. This generates clunky database design, similar to when there was no today() function.

I appreciate your help!I have one main table of English learners who register for classes - name, contact info, etc. Let's call is the Main Student table.There are two other tables that get data related to each student. (One table gets data from Stripe if the student is able to pay anything. Another table shows teacher comments about the student from the prior year.)In the past, we set up links between the tables. Then, for each student, we manually linked the individual records and had "lookup" fields for the fee & comments in the main Student table. But we had 750 learners register with us last year!How can we automate this? I'm thinking that an automation would need to:1. Find matches between the Main Student table and the other tables (based on one or more of name / email / phone)2. Update the record on the Main Student table with the data for that student in the other tables.I have searched for examples (found one relevant on

Hello everyone,I currently have two tables, one for Plants (industrial power/chemical plants) and one for Events (scheduled maintenance outages). Each Plant has a unique Plant ID that is also listed on each Event with multiple Events for each Plant. Is there a way to automatically link each Event to its respective Plant based on matching the Plant ID in each record? In other words, is there an automation that exists or can be created that looks at the Plant ID on the record in the Plant table and the Event table, recognizes that field as identical on both, then links the two records? Thank you!KCVellichor