Automations

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 watc

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? 

Hey,I have an automation that when the status changes to "done" an email is sent to the customer.Is it possible to send an email to the customer from the email of the user who changed the status?For example, if I change the status to "done" then an email will be sent to the customer from me, but if someone else from the company changes the status then an email will be sent to the customer from him.

Hello....I need to automate a record when its status changes and reply to the original email (attached msg format into each record) to the sender with some editions. Has anyone tried this? 

HiIm trying to work out a fix for an issue where the automation is searching for empty records of a column and emailing the relevant editor. The issue that comes into play is that it will find say 3 records of one author and add their email in 3 times instead of just once ? Im not certain that I may need another logic step added in?    

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.