Automations

What are some good software options for automating generation of word docs using data from a record in Airtable? I would like to be able to trigger the automation in an Airtable interface (as opposed to an extension on the data side).

Hello everyone,I’ve created an Airtable to help manage pre-production workflows and am struggling to get what I think is a simple automation running; I’d like that when a record is assigned a contact person (The “Assigned?” field is “Yes”) and given an “Assignee” to carry out this task, that the status of that record be updated in the “Interviewees” table to “Contact Assigned.” This is the automation I’ve set up so far but no matter what I do, I keep getting the “Record does not exist” error.

Hey everyone! I just launched ETL++ on the Airtable Marketplace. It pulls data from any API into your base with clean field mapping. What it does: Connect to any REST API (Yelp, Google Places, HubSpot, Stripe, your internal tools, etc..) Map JSON fields to Airtable columns visually Smart upserts: updates existing records, no duplicates Schedule auto-syncs every 30 min, hourly, daily, or weekly  I’m actively collecting feedback and will build custom features for users.Give it a try and let me know what you think or what you wish to be added! Check it out here →  

Hello all.I’m looking to have a column (field) of field agents run/process once a week on a Monday morning. FYI these agents a prompted to go out to the internet and retrieve x information. There are no automation options specifically to do this - am I missing something or how else can this be achieved?Currently I’m thinking about having an automation that changes a field in each record (say make it today’s date), and that is something the field agent is monitoring to kick it off and run. Feels a bit hacky, but if anyone has better ideas please let me know. 

Hello! I need some help with an automation setup.I’ve created an automation that ends with a loop step, and I would like to add one final action after the loop completes — for example, sending a notification once the last record in the loop has been processed.However, Airtable doesn’t allow adding steps after a loop, so I’m not sure how to handle this.What is the best practice to be notified when the entire automation (including the loop) has finished running?Is there a recommended workaround or pattern for this?Any advice would be very helpful, thank you!!

Hi Guys, Has anyone found a way to schedule an export of a view and send it as an email attachment as a csv natively in Airtable (possibly with a script)? Thanks

Automation in AirtableI have a Donations table with the field Donor that contains a Single Line Text field with the donor name in it. I have a Summary table that is linked back to the Donations table using the Link Another Record filed with Allow Linking to Multiple Records to be selected. The linked field in the Summary table has a list of Donors from the Donations table. I want to automate the insertion of a new Donor name into the linked field in the summary table when I create a new record in the Donations table.It seems it should be straight froward but I keep running into a problem with figuring out what to select in the Actions section.Trigger = When a record is createdIn Actions:I choose Update Record I Put in a description so I don’t forget whY I did this. Action will run Always Under Table I choose summary table Under Record ID I copied the record id from the t

Hi everyone, I have a question about automations and what the best practices are when dealing with external API calls.We have an automation that enriches records by pulling data from Google Maps. Every time a new record is added to the table, a second automation is triggered: it uses an enrichment API to find an email address from the website, verify it, and then update the record.The issue is that this enrichment step takes a few seconds for each record. Because Airtable runs automations one-by-one and queues them, this causes huge backlogs of pending automations, which slows everything down and sometimes causes the system to get stuck or bug out.My question is:What’s the recommended best practice to avoid infinite queues or stuck automations when using external APIs that take a few seconds to respond?Should we batch records? Or is there a better architectural approach?Any guidance or suggestions would be g

Hey all - I need your helpBasically - am trying to create an expense reimbursement form that will then create an automated email to trigger approval/payment.I have created a form in Fillout that has a form and a sub-form. Users can use the sub-form to input 1 or more items to their submission. Once filled out and submitted it gets ported over to Airtable. (all good - this works)What I originally wanted to do was to have it take all the records that are created in Airtable from Fillout consolidate into a different table with a roll-up field to get the total payment needed. (for example, if you have 3 items for reimbursement, fillout creates 4 records in Airtable - 1 for each item and 1 for the overall form info). However, I had to create a workaround because the info for each item for reimbursement was being ported over to Airtable from Fillout immediately upon creation. The workaround I created was to add a trigger at a t

Hello all,I’d like to configure my Airtable so that when the category for a record is labeled ‘Uncategorized’ it automatically triggers a certain ‘Status’ label. I’ve been following this tutorial: https://support.airtable.com/docs/repeating-groups-of-automation-actionsBut I get stuck when I reach the last step for the action as I’m not sure what to put in ‘record ID.’ Every time I run it, it updates the same record, but I want it to search for all records that have been labeled ‘Uncategorized’ and update their status. How do I do this? Thank you! 

I have over 30 Google Forms to Airtable automations setup which have been running very smoothly until this week when suddenly none of them are running anymore. I’ve tried resetting the connection but none of them want to trigger when a new form is completed. They only seem to work when I “run as configured” but that’s not really automated. 

As of today, our airtable automations that react to action triggers of certain fields in not really large tables are incredibly slow and sometimes freeze, so we have to disable and re-enable the automation.In addition, navigation in the backend is tedious and slow.Our tables have a very manageable size, the largest tables have around 1500 rows.Since we also use Softr as a UI, we also notice very poor performance here.What can we do?Edit: To make the severity a little bit clearer: Action Trigger was set at 2:54 pm and the automation was finished on 3:49pm! It simple copies a row from Table A to Table B! 

New to airtable. I’m looking to have Airtable create a record when someone submits a Google Form. See image below. Action Type > Google form/create response Connect Google Account + Select Google Form Spreadsheet: select spreadsheet. Worksheet: select worksheet Help: 5) Row data… I select the relevant rows from the spreadsheet, but then within each of the “Columns” I don’t see any data to pull on. Confused as to what I need to do next.

We're trying to send a email with a unique booking code from a list of booking codes sent to us when a form is submitted.

Hello everyone,In short, I am trying to use an automation to combine multiple single select linked fields into a single multi select linked record.I have two bases: projects and team. Depending on the complexity and size of the project, there may be 5-15 resources assigned. We assign these resources through their own single select linked field so that we can utilize the timeline/utilization function. This makes doing things for the entire team complicated - such as creating a distribution list for the team members -  as we have to create a lookup field for each resource's email, another field to combine them, and another field to format it. I thought a simple automation could address this issue. It is pretty simple: when one of the 15 single select linked records is updated, it updates the multi select "team" field with all the assigned resources. I am running into two issues: 1)If I don't put a separator, then the multi select merges them all together

Hi everyone,I’m facing an issue with an Airtable automation and would appreciate some help.In my automation, I’m trying to Find records whereProject Number  contain  Project Number fxBoth the values are sameIt give error:-  Invalid filter on Project Number (Invalid filter value: [ "P454" ])Could you please the solution for it.

Hello - I duplicating an automation and was able to make 7 duplications but I am not able to duplicate anymore. Is there a limit on how many we can duplicate? 

Hi!I have setup email automations through Airtable (trigger: when a record enters a view - action: to send email through gmail).The issue is the email is being sent at midnight, which makes it evident that it is not a personal email from our team. How can I setup either the filter on the view, or the trigger/action so that all of our emails are sent at 8am PST? We have an enterprise account, so I feel like this has to be an easy solution, however everything I'm finding seems to incorporate like four additional columns and formulas, which seems really inefficient...

I have an automation that 1st Finds Records from a table then Inserts the Found Grid into an Email. I have static Emails and also want to Use Emails from the Found Records.  If all the Found Records Emails match is there a way to just add 1 instead of it putting in multiple identical Emails in the To:I imagine maybe a script but do not know how to write those. Bull

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