Automations

Hi Everyone!I am planning a wedding and using a site like Zola to gather all Emails, Addresses, RSVP information. When someone completes the form it auto populates a Google Sheet. Currently I have my guest list organized in Airtable with just names and all of these other pieces of information blank. I would like to create an automation that searches the Zola created Google Sheet whenever a row is added, finds a matching name and updates the Record in Airtable. If in the case a name is mis-matched or not present in my Airtable guest list, ideally I would like it to just add it to my guest list and I can manually correct the issue. I created the automation and used a test Google Sheets and everything passed but I am not seeing my data reflected. I have attached screenshots: 

Hi everyone 👋I’m building an Airtable base to track and analyze daily puzzles from the NYT Letter Boxed game by The New York Times, and I’d love some advice on optimizing my structure and automations.Here’s what I’m currently managing in my base: Daily puzzle date The 12-letter grid (grouped by sides) Valid solution words Two-word solutions (minimum solve goal) My solve time Community solutions collected from different sources Difficulty level (manual tag for now) What I’m Trying to Improve: Better relational structure Right now, I have one main table for daily puzzles and another for words/solutions. I’m using linked records, but I’m not sure if I should normalize further (e.g., separate table for individual words across multiple days). Automation ideas I’d like to: Automatically tag puzzles as “Solved in 2 words” Track average solve time per week Possibly auto-calculate difficulty based on word count or uncommon letter usage Performance optimization As

Hello all.I’m wanting to run an automation that will create x number of new records in a table, where x is a number entered into a field (on another table).So someone wants 5 new records, the enter 5 into the field, the automation runs 5 times.I’ve seen this: But not entirely sure I understand how to implement this!Help muchly appreciated.

Is it possible to create an automation that sends new records created at the end of each day? Each Record would have multiple sub records and each sub records would have a photo as one of the fields. I would like the email to display the Record and sub records with the photos attached so that an email recipient who doesn’t have access to the Airtable database can view the photos. Maybe there is another way to do that without creating attachments? Can this even be done?

Hello all Have a script that creates new records in a table and then populates select fields in these newly created records with values from previous values. Works good, but I am interested in adding a new conditional argument that will do the following: IF: “Previous Assessment Status" is any value other than “First Assessment" or “Not Assessed";THEN: “Current Assessment Status" should be the value of “Previous Assessed";ELSE: the value of “Current Assessment Status" should be “Not Assesed" Hoping someone can help with the structure of the conditional logic. Script is below: let {foundRecordNames, foundRecordDate, linkedRecordID, valStartupID, prevStatus} = input.config()//Set the table to create the records inlet table = base.getTable('TRK: 360° ASSESSMENT')let recordsToCreate = new Array; for (let i = 0; i < foundRecordNames.length; i++){    recordsToCreate.push({        fields:{                           "Previous Assessment Status": {name: prevStatus[i]},            "Current As

Hey allI have been losing my mind over the last 5 hours.I have a trigger when a record matches conditions to see if some fields are not empty.Then I have a conditional logic step that checks to see what data is in those fields and then execute if they are true.If it does execute, I find a bunch of records. And then I run a nested Repeat for each using the list from the find records step.In the repeat loop, I am going to create a new record. But...none of the data from teh current item is getting passed into the create records step.The weird thing is the preview shows there is data coming in...but the create record step, or a script step because I tried that too, is just not getting the data from the Current Item.Here is my automationHere you can see the data from the Current Item  Here you can see the previewBut then I run the create step and that data is NOT getting to the create step. Manual data goes in like the Date below but trying to pass through the FTE value to the create recor

Tengo dos bases de datos. La primera, llamada "transmisiones" , hace referencia a varios registros porque deben registrarse en paquetes. También tengo otra tabla para registros individuales donde tengo que registrar manualmente los mismos registros, uno por uno.Lo que me gustaría es que al crear una transmisión y seleccionar varios registros a la vez, automáticamente se genere un registro en la tabla de registros individuales.No hay problema con los datos, ya que los registros individuales están vinculados a la transmisión y pueden recuperar la información. El problema es que actualmente el proceso de registro individual debe realizarse manualmente, uno por uno.

Hey I just saw this a minute ago. How long as this been out for?This is really really nice. Thanks Airtable!!!!!​@ScottWorld where you aware? When sharing this type of things I’m always afraid this has been there for years and never realized lol.  Completely different matter, but would love to have you join the March 2026 AT Community led Hackathon! Make sure to sign up!! Mike, Consultant @ Automatic Nation YouTube Channel

Hi, We’re currently running our business using a software package called Squeegee, but we’ve reached the point where it doesn’t allow us to scale effectively. We’re now looking to build stronger internal systems using Airtable and modern automation tools. The goal is to move away from software limitations and create structured, scalable processes that automate individual tasks wherever possible. At this stage, we’d really value an initial phone call to discuss requirements and explore whether there’s a good fit. Ultimately, we’re looking to build a long-term relationship with the right person, ideally on a retainer basis, where work can be carried out as and when required. If this sounds of interest, please let me know your availability for a short call to understand our requirements and a brief overview of your experience with similar system builds. Kind regards,David Halford 

I am traying to do the code scanning. In normal code development work flow we do the code scanning for vulnerability or exposed API keys. Is it possible in the airtable

Hi, I am looking for help with dates and quarters - we have several date fields across multiple tables that currently use each a LONG formula to calculate fiscal quarters (with specific start and end dates, not just first/last day of the month). I am hoping to find a way to use a table with start/end dates to populate the quarter fields in these other tables. I don’t want to use linked records, I think that would be too difficult to manage given our volume of data. I don’t think I can do it with a formula because I need information from separate tables. Is there a way to do this with an automation? Something like...when X date field is updated, find value from Y table?Thanks for your advice!

Good afternoon, I have a database with a number of different membership categories - e.g. Partner, Society, PAHH - and have set up automations to pass the membership details to generate either a form letter (via MAKE) or email (native Airtable) as a reminder that the membership is due. At the moment, I have multiple automations for each membership category for each of the 4 letters required. This is unwieldy, and there is a lot of scope for mistakes with so many automations and webhooks.All the 4 letters for each membership category are the same, other than the partnership category. I cannot work out how to have just one set of automations for these letters which passes the membership category to either the email or MAKE to personalise them. The problem is that some members are in more than one category, so I cannot, for example, use the membership field as there may be “Partner” and “PAHH” in that field, and I only want the reminder to be sent for one category.Ideally, when the button

I’m building up a base for my team. We have many workflows/processes that occur throughout the year and I want to track them, so our team stays on track and have ownership. I’m starting with one workflow but I’m running into an issue where my workflow tasks aren’t getting automated correctly when it runs for the month. My base is currently set up with People, Tasks, Projects, Process Templates (Where our workflows are held), Task Templates (where I would like the tasks that are associated with the processes held), Runs (when this workflow occurs), and then Workflow Tasks (where the team would edit and keep track of their tasks associated with this workflow).Two Things:1. When my automation runs, its supposed to populate all 7 tasks into the Workflow Tasks so that the team can start tracking them. However its only pulling up 1 out of the 7 tasks even though my Find Record is showing all 7 Tasks. I have it repeated and for it to create a record but it only does one. How can I fix this?I

Hi Airtable community! 👋I’m working on a base where I track projects and tasks. I have two tables:✅ Projects – one record per project✅ Tasks – linked to Projects (many tasks per project)In the Tasks table, I have a checkbox field called “Completed”. What I’d like to do is:➡️ When ALL tasks linked to a project are marked Completed, I want a field in the Projects table — like “All Tasks Done?” — to automatically update to checked.➡️ If even one linked task is not completed, then “All Tasks Done?” should remain unchecked.Right now, I’m trying to achieve this with: A rollup field in Projects that counts whether tasks are checked (ARRAYUNIQUE(values) or COUNTALL(values)), A formula field to decide if all tasks are completed. But I’m stuck on getting the formula right so that it reliably returns TRUE/FALSE without manual intervention.Here’s what I’m currently using in the rollup and formula:📌 Rollup (Tasks → Completed):values📌 Formula (Projects):IF({Completed Count} = {Total Task Count}

I am trying to create a google doc and populate it with data from airtable. The report pulls from a survey table and a linked responses table (~71 responses need to be organized into pillars and topics in the google doc). I have been trying a combination of automation and scripting or the scripting extension and google app scripts to generate the report. With every attempt so far, I have been blocked by 302 redirect errors. Has anyone been able to successful use the combination of app scripts and air table? I love it for the flexibility on formatting, but am not sure how to proceed. 

I have a table where I’m recording goods sold off from our inventory with a checkbox and status change. When I change the dropdown to `Sold` or `Donated` - I want to be able to :  Copy certain columns from one table to another (in the same base) Request certain fields to be completed (sale receipt upload, sale price added, etc)Is that at all possible in Airtable? 

Hi everyone — quick question about Airtable’s native Google Drive sync feature.We use a synced Google Drive table that should refresh automatically about every ~5 minutes. Occasionally, the sync fails or disconnects, but Airtable seems to only surface this through the UI (banner/error state), not through any automation trigger or field.Goal: Send a Slack alert when the sync itself fails at the table level (not tied to individual record changes).Is there any native way to monitor Google Drive sync health or detect sync failures via automations? Or do most teams handle this with a workaround like heartbeat/staleness checks or external monitoring?If this isn’t currently supported, I’d be happy to submit it as a feature request — just want to confirm best practices first.Thanks in advance for any guidance!

I have a main database that stores all the data for my company that is collected from various sources (team member input or customer input but all data is entered through forms) and I need help ideally preventing the input of duplicate records, or at the minimum flagging/alerting the person entering the data that a record already exists.To simplify - For my team member forms:Is there a way I can have a script or automation check existing records for matching ‘Project Name’, ‘Customer Name’, and/or ‘Customer Email’ and if any of these exist already, allow them to update/edit the record. Or, if it does not exist, they can create a new one. If there is no ability available to to stop/alert them while they are creating, can an automation be used to send an email after the form is submitted alerting them that it was a duplicate so they can go in a fix it?For the forms being filled out by the customer:Same as #2 above, creating an automation to send an email to a team member alerting them th

I have an Automation that sends an email when conditions are met that includes Update Record link for Fillout. However the link is emailed as a text field - e.g.  https://forms.fillout.com/t/zzzz?id=xxxxHow do I modify so it sends as a clickable link.I have tried  "<a href='" & {Your Formula URL} & "'>Open link</a>"  and it did not work. 

Hi everyone 👋I’m trying to use Automations → “Generate structured data” to extract structured data from a file that’s attached to a record (e.g., CSV / PDF / image). My automation is simple: When a form is submitted → Generate structured data.The confusing part: when I select the Attachments field as the input, Airtable only lets me choose attachment properties like URL / Filename / Size / Type / Attachment Viewer URL / Expiring Download URL (see screenshot). It’s not clear to me whether the model can actually read the file contents, or if it can only see metadata/links.My questions: Is it possible for “Generate structured data” to ingest an attachment and parse its contents (e.g., read a CSV and output a JSON array)? If yes, what’s the correct input to pass: Expiring Download URL or Attachment Viewer URL (or something else)? Does this only work with “Allow AI to access the Internet” enabled, or is there a limitation where it can’t fetch files at all? If it’s not possible direct

Hi everyone 👋I’m an Automation Specialist working with Airtable and Make.com (Integromat).I help businesses:• Build scalable Airtable bases• Design and optimize Make.com automations• Integrate Airtable with Microsoft 365, Google Sheets, CRMs, and email systems• Replace manual processes with reliable, documented workflowsRecent experience includes:• Membership & renewal automation systems• CRM sync with WhatsApp and email workflows• Multi-step Make.com scenarios with error handling and loggingI’m currently available for:✔ Freelance projects✔ Long-term automation support✔ Remote contract workIf you’re looking for help or want to discuss a use case, feel free to reply here or send a DM.Thanks! 

Hi everyone!I’ve been experimenting with Airtable as a way to organize and share daily word puzzles inspired by the NYT game Letter Boxed. The idea is to create a base where: each day’s puzzle layout is stored, community submissions (solutions) are logged, performance (time/words/points) can be tracked, and users can filter or sort challenges by difficulty or date. So far it’s been really helpful for keeping everything structured and allowing others to contribute solutions easily.A couple of things I’ve set up in the base: Grid view for daily puzzles with letter sets and status Form view so players can submit solutions Leaderboard view sorted by points or speed I’m curious how others here might use Airtable for game-like engagement, daily challenges, or community-driven activities. Has anyone built something similar? Any tips on making the base more efficient or fun (e.g., automations, lookups, dashboards)?Thanks! Looking forward to your ideas

We use Airtable to manage trailer rentals and insurance compliance. Customers periodically upload updated Certificates of Insurance (COIs), and we need to retain all past COIs for audit and compliance purposes. The issue is that Airtable automations overwrite attachment fields when updating records. When a new COI is uploaded, it replaces the previous file, which causes us to lose historical documents.What we want is for a “Misc Attachments” field to act as an archive, where: Any new file added to the COI field is copied into Misc Attachments Existing files in Misc Attachments are preserved No previously uploaded documents are deleted Requirements: Both fields are attachment fields in the same table The process should be automatic (triggered when a COI is added) The archive must be append-only (no overwriting) Preferably no third-party tools We are currently exploring a scripting automation that: Pulls existing attachments from the archive field Appends new COI files Writ

Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m running into automation errors in my Airtable base. Could you please share your suggestions on how to troubleshoot and fix them?RegardsDheeraj Sudan and Meenu Hinduja

I have a database that is used to record the status change of projects and I need help with my automation. Currently I have an automation set up that is triggered when a record is updated (watching the “status” field); then it creates a record on my Change Log Table. I want it to record the “old” status and the “new” status in a field, along with the date the change was made and the user who made it. I am having trouble setting this up, can anyone help? Thanks in advance!