Automations

So as we know, we can now enable the creation of records in tables that have been synced from other bases. It's great. Massive improvement. But can someone confirm for me whether we should be able to do the same using the Create Record action in Automations? Should spend my time doing a workaround or bug hunting? Because it isn't working for me.thanks,

Hi,I created an email automation, successfully ran tests and they all worked. I even saw the test emails on my sent folder items. However, when I published by toggling the "on" bar, the automation emails were not sent. I even created an update record to verify that emails have been sent, I performed a test to confirm the triggers were correct. It worked! the email test was seen in my sent folder of my email box, the update record trigger for that one I tested worked but the mass email automation has not been sent. What am I doing wrong or perhaps how long does it take for the email automation runs to work successfully? 

I'm trying to set up an automated email to email our clients with a feedback form (not an Airtable form, we use a different platform). The feedback form needs to be tailored to each individual, so I've added a field for the link for each record. In the automated email, I'm using the "choose data from" tool to insert the form url from the record. However, when I generate the preview, there is nothing left. I've attached screen shots of the draft email vs the preview. How do I make the link appear in the email??

Hi! I'm new at this. I want to send a scheduled email to a subgroup of contacts and pull in specific Airtable data into the body of the email and pull in the email addresses from the database. I'm using the gmail integration.In the "To" field I'm using the + to pull in email addresses from the base structure and the test keeps failing. It says "Invalid email address in the "to" field: fldU4hKNRZaMDR6U3".  The other fields in the body of the email that I'm pulling in from the base structure say FIELD ID instead of what the actual field name is and so I think those are also not working properly. I feel like I must be doing something incorrectly. PLEASE HELP. Is the email address in the To field what will act as my key to pull in all the other relevant data? I'm not clear if I need to set up a lookup/key mechanism here since the trigger is a specific time and not meeting a condition. To get to the subset of companies I plan to add a condition.

I have an automation that reminds me to complete a task once every month, however, I realized what I actually need is a reminder specifically on the second Wednesday of every month. I’ve been having a lot of trouble figuring out an automation for this new reminder requirement and would love some assistance if anyone has any tips or advice.

Hello the community,I want to write a script which will read the data from a csv file which is in the attachment field "doc"  in the table "fileImport"The csv has 4 columns:Nom,Ligne,Jour,Valeurhere is an example of the data:Nom,Ligne,Jour,Valeur Bornet Marc,AL / ASD,2024-04-01,2Doe John 85%,AL / ASD,2024-04-01,17I want to parse all data and to create/update/delete records in the table "Planning" and writing the data in the appropriate field:Nom,Ligne,Jour,SV how can I do such a script 

When I first started working on this automation script, Airtable presented a list of records to choose as the input for running tests. That was all fine.Later on, I deleted that record, and now the script is failing because the record doesn’t exist. But I don’t see any UI for changing or selecting a new record to use for the test input.Is that not possible?  

Hi everyone 👋I’m importing data into Airtable, and one of the fields arrives as a JSON array that looks like this:[ { "key": "Label", "value": "Sample A" }, { "key": "Code", "value": "0716" }, { "key": "Category", "value": "Lotus" }]Instead of showing the raw JSON, I’d like the field to display something more readable, for example:Label: Sample ACode: 0716Category: LotusI tried changing the field type and using simple formulas, but it still shows the full JSON array.Has anyone done this before?Is there a formula, script, or automation that can parse this JSON?Any suggestions would be really helpful, thank you! 

I have two separate bases. When a form is submitted in base1, a record is created. When a specific record matches a condition, i want to use an automation to create a record in base2.Ive tried using the sync feature in the data layer, which appears to pull base2 data layer into base1 data layer but when i go to the automation, the table I want to create a new record in is there, but is greyed out and cant be selected. I went through permissions with someone from airtable, but we still can’t figure out what the issue is. This is from the automationIn the table field i can see the table i want to create a new record in, but it is not selectable. IN the data layer, it is listed as grid view  

Is it possible to change the sent from email, from the default of automations@airtableemail.com to something of our choice? Or by a per project basis?

I want to update a record when a field condition is met, and currently the “Update Record” automation only seems to use any value/change to the field. What I am trying to do when the “Status” field is updated, and ONLY when it’s Value is changed to “Used” do I want to execute the update. Right now when the value is changed from Used to Unused, it runs the automation. Any guide on what combination of actions I can use to do this?

Hi everyone —I’ve built an automation that:1️⃣ Triggers when a Project Overview record enters a view2️⃣ Creates a related record in Prelims Summary (Client Breakdown)3️⃣ Updates the original Project Overview record to link back to that new recordEverything works — the link is created — but in the run log, the Linked Prelims (NEW) field shows two entries: ["rechvSfKKM3dFqypl"] ✅ (green — works) "rechvSfKKM3dFqypl" ❌ (red — literal string) I’m currently setting the linked record field value in the Update Record step as: ["Airtable record ID"] (using the dynamic variable from the Create Record step with the “+” button).Is this expected, or should only the array appear?Could something in the input mapping or type conversion be causing the duplicate string entry?Any insight from others who’ve built dynamic link automations like

Hi! I’ve tried a few different ways of doing this and can’t seem to figure it out. I’m importing some data into a new base and there’s a field that has update notes on different lines all formatted the same. I’d love to figure out an automation to add each line to a linked table as separate updates connected to the parent field. Has anyone attempted this before?Sample long text:6/24/2025: PB approves DM7/8/2025: revised draft sent to client7/10/2025: sent revised draft to sales/CST's7/14/2025: sent revised draft to client7/15/2025: final draft  7/24/2025: final approvals + sent execution copy7/29/2025: f/u w/ client + PE + email FE PDF to client 

Okay, looking for brainstorms/solutions. I use Go High Level for almost all of my business management. The one area where I struggle mightily to rely on GHL is calendars. So, I'm implementing Airtable. All my events. All in one place. Folks can register for more than one at a time. GLORIOUS. Until I want to send confirmation emails & reminder emails/texts. I'm trying to decide whether it's easier to do that communication through Airtable and then send it over to GHL for record keeping, OR....whether to send registration info to GHL and then handle all confirmations/reminders from there. I need easy/medium difficulty (with Chat GPT assistance!) to create and reliable replication as we grow. Suggestions????

INTRO:If you’re not a coder then how can I do Java code to make a script? If you guessed it, yes we use LLMs to help us like ChatGPT. But you tried that and it never worked. Welp, there’s some basics you need to know to appropriately instruct, in your prompt, the right details to get a script properly produced. This post will give you the knowledge and instructions to successfully start your scripting journey.WHAT YOU NEED & SHOULD KNOW TO DO:It is ideal that you know how to build automations with the provided Airtable actions. By this point, you’re figuring out that the basic actions are not able to accomplish certain functions you want. What you do need, is to have access to is some form of LLM like ChatGPT, Claude, etc. PREFACE:I’m writing this, because I’m not a coder and early on I struggled a lot in figuring out how to build scripts. The early version of ChatGPT was not great but n

I am trying to build an automation where multiple choice preferences of a customer under multiple columns need to be  matched with another table where these preferences are mapped to an expert. I am unable to find the output of the right mapping. Can someone help with a workflow direction ? 

Hello! I have a table which is sort of like a job application portal for our company. We have a google form which is filled along with roles and role specific questions which then we bring into airtable for screening. Now we wish to have a technical round (Round 1) which is through a seperate google form. I wanted help to get the score from the google form/google sheet into this application portal. As i understand there will be separate source data for the application form and for the Round 1 evaluation form (Seperate google sheets). Hence there might need to be some automation required to be able to match the data of both the sources and add it to the same table. I intend to use the email ID as the matching parameters since the forms are filled using google accounts.

Bonjour à tous 👋 Je suis en train de mettre en place une automatisation entre mes tables “Banque / Paiements” et “Synthèse mensuelle”. Objectif : Quand j’ajoute un paiement (avec une date et un montant) dans Banque / Paiements, Airtable doit automatiquement créer ou mettre à jour la ligne correspondante dans Synthèse mensuelle, et additionner les montants du mois.  Ce que j’ai déjà fait :1️⃣ Déclencheur : “Lorsqu’une entrée est créée” dans Banque / Paiements2️⃣ Recherche : “Rechercher des entrées” où Clé mois = Clé mois3️⃣ Création : “Créer une entrée” dans Synthèse mensuelle4️⃣ Mise à jour : “Mettre à jour l’entrée” pour lier le champ Mois (lien) Mon problème :🔹 Le champ Mois (lien) dans “Banque / Paiements” reste vide (ou “dossier sans nom”)🔹 Et je n’arrive pas à faire apparaître “Aucune entrée trouvée” dans la condition de vérificatio

’ve created four tables. Clients is the master table. New submissions from my intake form go straight into Clients.The other three tables are Service_1, Service_2, and Service_3. When I deliver, say, Service 1 to someone who already exists in Clients, I want to link that service record to the existing client—not just type their name again.Concretely: if I start a new record in Service_1 and type “John Doe,” I want that entry to reference the same John Doe in the Clients table, so I can pull his saved info (email, phone, notes) via lookups—rather than duplicating data.What’s the best way to do this?

Hello,Please I need help with resolving this blocker I’m encountering with the system adding multiple records of each unique client email to the email sent. I have tried replicating the issue in the loom recording 👇🏼;  Looking forward to positive responses and best/ideal recommendations 🙏🏼 

Hi, I feel this is a tough one and I would like to have some help to figure out where to start.I have a table of contacts and I want to send batch html emails to some of them only, depending on conditions, eg by country. It would also like to populate those emails with data coming from the contacts records, but also from other tables depending on what those batch emails will be about.Here’s a simplified example of what I need. One day I may need to send information about project A (from a “project” table) to my contacts in Canada. A week later I may need to send information about project B to my contacts in England.How would you do something like that? I expect I will need to use some sort of extension like Make, or maybe sendgrid? And maybe some sort of “Campaign” table, and automations?Thanks all for the help!

Hi everyone,I'm hitting a major roadblock trying to consolidate data for our care planning system. The main goal is simple: we need to merge the results of 25+ different assessment outcomes (Core Prompts) into a single Linked Record field on our final tracking table. Basically, we need the system to reliably weld 25 lists of IDs into one final master list. -Our Automation Setup  Structure: We have 25+ independent Automations, each dedicated to one Core Prompt (e.g., "Pain," "Swallowing"). Trigger: All 25+ Automations are set to trigger at the same time when a new assessment record is created. Action Flow: Each Automation executes a quick sequence: △Action 1 (Find): Finds all related Care Problem records based on a Formula field value (the core prompt name). △Action 2 (Write): Executes an Update Record to append the found list of Problem IDs to the target record.-Obser

This is kind of complicated and I’m not sure if it will be possible, but here goes. I’m trying to automate data entry for each record I create in my Project table. What I have set up now is a Long Text field called “Paste” where I paste the contents of an email, and several field agents that comb through the text of that email to fill out fields like Project Name, Project Type, Notes, etc. Each email contains the name of several people associated with the project’s production team: directors, writers, and producers. I have a separate table that is a Master Contact List of all the names that have ever been entered, and in my main Project table, I have a linked field called Production Team that links to the Master Contact List. Multiple linked records are allowed so that multiple people can be logged in that field in the Project table. Right now, I have to manually enter all the names. I would love for a field agent to be able to do this for m

Hey, I’m trying to achieve a scheduled reminder for the people assigned to the records. I have the whole logic defined, but it looks like the simplest solution of using “Actionable message” within “repeat for each” within the list doesn’t work (as Actionable message is waiting for action before moving forward).  Any other ideas on how to approach it in an easy and clean way without adding extra fields in the database?Also, Airtable Team, it would be awesome if this could be actually improved on your end if possible :) 

This one is a little convoluted and I can’t figure out where I’ve gone wrong. I have three tables - course list, participant list, and course completion status. I set up an automation so that when a participant is added to the linked field in course list, or a course is added to the linked field in the participants table, it creates a record in course completion with that information.What is happening is that the new record will do one of three things: it will link to the correct record in the course list, it will link to a different record in the course list, or it will create a new record in the course list. I actually need to make some changes to accommodate users who get future enrollments, but I want to get this working first.Here is the automation setup:When record enters a view in Participants table, create record in C