Automations

Hello im trying to build an ERP for my food business we manufacture and package fast food, so my main goal using airtable is to control raw materials, receiving of raw materials, production control, finished product control, recipes, and inventory.Since my Finished product (recipe) consists of various ingredients, im wondering if its possible to populate said ingredients taken from my recipe table to my production table every time I add (manually) the quantity of items to be produced in the day. or if the is a simpler solution would be great, im trying to control de raw materials consumption during production.    

Can’t imagine this isn’t a bug, but I’m open to hearing explanations. I have a table built from a Salesforce report sync. One field is Account Name. If account name contains a comma, lots of other things break because Airtable doesn’t handle commas correctly in linked records (there’s a feature request open to address this). So I have a very simple automation that should fix things.When a record enters a view I have 2 actions:Run a simple script to grab the account name, strip commas, write the new account name to a separate field in the table. This works fine. Send a Slack message that includes the new account name from that just-written field. This does NOT work. Account name is always empty in the Slack message.If I test the automation by generating a preview of the Slack message, the account name is there correctly, without commas. It seems Airtable does not wait for action 1 (the script) to complete before running action 2. But that couldn’t be… right? 🤔To test, I added a delay a

I’m trying to create a base for researching and resolving potential duplicates in another system. This system produces reports on a monthly basis that I’m trying to use as my starting point, ideally without any data cleanup of that file. So far I have 3 Tables:Imports Individual Records Group RecordsMy imports file/table has one row per individual record. Each individual record has a field called duplicate group ID. When two individual records have been identified as possible duplicates, they have the same duplicate group ID. I was trying to do something like:when a record in the imports table meets conditions linked record field “Group Records” is empty Another condition that checks for another automation to run first that corrects a field in the import file. find records that have the same duplicate group ID create one group record  create one individual record for each record found that have the same duplicate group idThe problem I’m running into is that the automation is triggere

Hi,i am totaly new to Airtable and i am working with the 14 day trial version.if i try to add any extension, it seems, that i can not work withit becaus it seems to be “locked” and i can not change anything in the extension.Is this because of the trial version?ThxChristian

Hello everyone,I'm facing a challenge with automating the synchronization between two tables: "Meeting Notes" and "Tasks."Goal:When an entry of type "Action" is created in "Meeting Notes," a corresponding task should automatically be created in the "Tasks" table. Changes to an entry in either table should be automatically synchronized in the other table.Current Implementation: I've created a formula field in both tables that checks if the entry has been modified within the last 15 minutes: IF( AND( DATETIME_DIFF(NOW(),LAST_MODIFIED_TIME(), "minutes") >= 1, DATETIME_DIFF(NOW(),LAST_MODIFIED_TIME(),"minutes") <15 ), 1, 0) An automation is triggered by this formula field when it's "1" and the type is "Action." The automation then creates or updates the corresponding entry in the other table. Problem:The formula field remains at "1" even after the 15 minutes have elapsed. This causes the automations to be triggered repeatedly and unnecessarily.Question:Does anyone have an i

I am very new to Airtable and have been trying to figure out if there are ways for me to automate some of the things I’m doing -  I have ad copy written in one column and I have another column for sorting the ad copy by length (i.e. One-Liners, Paragraph, Essay) - is there any way to automate my length field to auto-populate based on how many lines are in my ad copy field? I tried running a field agent that was ‘if {ad copy} is 1-2 lines…’ and it worked for some records but many had errors. I also tried using the AI assist and asking it ‘if records have 1-2 lines under {ad copy} then categorize it as ‘one-liners’ under {ad copy length}’ but had the same issue where sometimes it worked and other times it ran into errors. 

Can airtable take an uploaded document, such as pdf, doc, docx and then extract the text from it?If so how do I sort that out?I want users to upload a document rather than paste the words in the document for a smoother UX journey

Is there a way to automatically assign people based on a list? Basically, when I change a status on a record, I want it to automatically assign 1 of 3 people from a list to that task (list is separate from base users) and if number 1 was just assigned, the next on the list is 2, then 3, then back to 1. Is there any way to automate this, or do you have to manually assign? 

Having trouble with another automation. I’m trying to make an automation that will send an email to an assigned care worker, when one of their assigned clients (global worker) has not had a touchpoint in more than two weeks. I’ve mapped it to send an email to their email ID from the linked table, but it’s saying “Invalid email address in the "to" field: fldoiK6gc9Jd7MMgy”. Here’s a screenshot of it:  

Hi there, I’ve got a bookkeeping base I created and added an Auto-categorization feature that’s giving me some trouble. Basically, there is a Transactions Table, a Categories table, a Merchants table and a Rules table. In the rules table, you add the match terms you want the automation to look for, and a linked field with the category you want it to be. The way the automations works is this: record is created in Transactions, triggers automation automation looks to see if any match terms in the Rules table match up with the text in the transaction name if there’s a match, automation runs a script to fill in the category and some other fields (like “merchant”, which is a combo of the Vendor name that comes filled in from the bank plus the transaction year, and “payment type” etc) for the transaction in questionI confess I’m not adept at scripting and enlisted the help of ChatGPT to work this out. The script seems to be working most of the time, but recently has started throwing an error

Hi everyone! I’m working on an automation that needs to create records based on two linked lists, for example: A list of projects A list of team membersQuestion 1:Is it possible to have an automation that loops over the projects list and, inside that loop, creates records for team members only if the record doesn’t already exist? In other words, can I add a condition inside a repeating loop to check for existing records before creating new ones? Question 2:Is it possible to have nested loops in Airtable automations? Or are there any workarounds to loop over both projects and team members together to automatically create every combination without hardcoding? Thanks so much for your help!

I’m using Airtable to organize a writing group, and I’m trying to set up an automation that will send a weekly reminder about the meeting on the day before we meet, but only to the people who opt into the reminders (who are all listed in a “Reminders List” view of my “Members” table). However, when I activate the automation, it sends multiple emails to each person on the list. How have folks set up weekly reminders to a designated group? I can’t seem to get the table’s “email” field to work as a correct input for “To” so I’ve used another airtable community post’s recommendation of the “find records” action to make a list of people needing the email...but now instead of four people each receiving the email once, each of us receives the email four times. Here’s what I currently have set up, in case that’s helpful:Trigger: at a scheduled time (Mondays at 10am) - WORKS First Action: find records (From the “Members” table, make a list of everyone in the “reminders list” view) - WORKS Secon

Hi all,I am in the process of creating a table for my coaching and consulting work. I have listed all my client names and which company they work for in a table. With about half of these people I actually have meetings with. These meetings are all on Zoom or Teams and I am sent a Zoom Meeting Summary compiled by AI Companion, which creates a summary of what we spoke about. Ultimately what I would like to achieve is the following:I would like this table to automatically assign any meeting summaries the clients are involved in, and then in a separate field, I would like Airtable to extract information from the provided summaries to display what the focus has been for the past six months, and another field to provide recommendations on how to best move forward with each person. Is that possible?

I am trying to share information between two tables, a short list of info and a long list of info. There is a checkbox column in the long list that when checked, it adds that record to the short list. But if the record is unchecked, I want to delete that record from the short list, so it is not there anymore. I haven’t found an easy way to do this, so I wanted to throw it out here.

I have to download the attachments from smarsheet and directly upload them in to Airtable attachments column. is it possible as it is taking much time to upload attachments one by one?

Hi people!I am trying to establish an automation which appends a row to Google Sheet when the certain cell in Airtable is filled.Everything is ok except that duration data from a formula cell is not synced as h:mm as in Airtable but instead I get some strange number such as 3427.Is there any way I can correct this?Thanks so much!

I’m having an issue with an automation getting stuck when trying to update a Google Calendar invite, but only in a conditional set of automations. When I test it with the exact same instructions without the other actions it works fine, so I know that the configuration is good. The automation is triggered when 3 fields match conditions. The conditional actions are based on 2 different fields with the first two actions having one of the fields the same (status), and the other field being empty or not. These first 2 sets of actions work just fine with no issues. The second set of actions is a different status, and whether the other field is empty or not. The emails go out fine, so I know it’s getting to the correct conditional actions Then it gets stuck on the first calendar updateHere is what I see in the history. I have no idea what the error message ERR_UNESCAPED_CHARACTERS means. As stated, this exact same configuration works just fine on it’s own.  

Here’s what I have:Meetings table with Meeting Status single-select field.Tasks table with Task Status single-select field.What I want to do:When Task contains (blah)and when Task Status is Completed.ThenUpdate Meeting Status to Completed in Meetings table.I did this exact same thing a while ago with the same tasks table and an exam table, and it works perfectly. Here’s a screenshot: But when I set it up exactly like this one, it doesn’t work? I’ve even duplicated the automation that does work, only changed the action’s table and field, and it still doesn’t work.How am I doing it differently from the first? How do I make it work? It needs to only work on the single meeting that is connected to this task (there is not more than one).

Buenas tardes a todos, tengo una tabla de clientes que tiene un campo casilla de verificación que se llama Realizado, y me gustaria crear una automatizacion que cada 12 horas el campo de verificación realizado se modifique a 0. quiero decir que recorra toda la lista clientes y modifique el campo a 0 que todas las casillas marcadas se desmarquen. gracias.

I currently have a table called template table with about 100 items in it. I want to run an Airtable Automation, so when a new record is created in a second table (Request Table) and the name of the record matches the name in a field from the Template Table, I have a step to find all records with that name in them. Let’s say for that new record from the Request table there are 10 matching records in the template table. What I want to do now is go into a new table and copy those 10 records and essentially create 10 new records in the new table with all of that information.I created an automation for this consisting of 3 parts:Trigger: When Record is Created (Request Table)Action1: Find Records (Template Table)Action2: Create Record (New Table) The problem that I am facing is that instead of creating 10 records in the new table, it takes all 10 records found in action 1 and puts 10 items into a single field for all fields in the table I am copying over. I want 10 records, but I am gettin

I’m running into an issue with an automation that should create a new record in a table and link it back to the source record. Here's my setup: Loom incase you dont want to read below :) I have two tables: New Applications, which contains fields like Full Name, Cohort, Officially Onboarded Date, and Status (single select). Board Buddies, which has a linked record field called Member Who is Onboarded (links back to New Applications). It also has fields like Cohort, Officially Onboarded Date, and Name that are lookups or formulas based on that link. The automation is set up like this: Trigger: When a record in New Applications matches conditions (Status = Roster Member and Officially Onboarded Date = TODAY()). Action: Create a new record in Board Buddies, and set Member Who is Onboarded = {{Record ID}} (from the trigger). The problem is that the automation fails with the error:"Creating the record failed due to insufficient permissions."I’ve tried: Wrapping {{Record ID}} in square br

I want to make sure I'm not missing something. I have an automation that copies some data columns from one table to another, when a button is clicked on an interface. It does this for batches of data, and I have a checkbox to mark when the automation reviewed a record.This is easy to setup using the Repeating group feature.However, I also now want it to check for duplicates. Rather than creating a new People record, I also want to check if that person exists.This would require using the Conditional Logic tool in automations. However, I can't seem to use both Conditional Logic and Repeating Group. I'd like to 'Repeat' through every record, then use a Conditional Logic by finding if a match exists.I'm guessing my only option would be to script this using Javascript in the automation. Is that correct or am I missing something? 

I have an automation that runs everyday, looks for records with certain conditions and if they exist, adds them as a grid to an email that is sent out. The problem is, if there aren’t any records that day, I get an error because it still tries to send the email. Conditional logic(else do nothing) to prevent an email from being sent if there were no records would make sense to use here. I don’t see those options coming up when I try to add actions. Am I missing something or is this a bug? I’m not looking for an script alternative. If there a way to do this using the block logic I’d like to know.

I'm trying to create an automation that when a form is submitted to one table (Touch Points) then it also updates another record in a different table (Global Worker) I’ve got the RECORD ID formula showing in Global Worker table, and am Linking the automation to it.However I’m getting the Received Invalid Inputs. Not sure what I’m doing wrong here. ​​​​​​ 

Hello, I need help in resolving an issue with an automation I created that includes an  integration with documint.   The workflow begins with a form where several names can be submitted to recieve an award certificate.   In my automation each of those names creates a record in a table and then upon creation of the record I have the “award” generated in Documint.  It seems that Documint cannot handle multiple requests at once, so it kicks back an error.  I need to create a delay between requests in some way.  any suggestions?