Automations

Goal: To update records in my base table when changes are made to an existing meeting notes document or a new meeting notes is saved. I’d like to review the changes so I can approve or reject any changes before the records are updated in Airtable.Situation: I currently have my meeting notes saved in Google Drive which n turn is  synced to my base in Airtable. When changes are made to an existing meeting note or a new meeting note is saved, it's reflected in my ‘Internal Meeting Notes” table in my base. So the sync works fineIssue: I created an automation to incorporate a trigger that activates when updates or changes are made to the 'Internal Meeting Notes' table;  an action was added to find records, generate AI-driven suggestions for updates, and subsequently update records based on the generated content. Here is a screen shot of the automation. The issues I have are that, I'm getting an error in the “Find record ste

Hi guys, hoping you can help me out here. I have ‘Table A’ which is used for collecting issues. I have ‘Table B’ that will be used to track the work being done to resolve the issues from Table A. I’m looking for a way to automatically populate predefined data fields from Table A into Table B when you put a ‘tick’ in Table A.For example: If I have Issue 1, Issue 2 and Issue 3 in Table A and I put a ‘tick’ on Issue 2, I want the predefined fields from Table A to then automatically populate in Table B. Any help you’re able to give would be greatly appreciated   

Hey everyone, I’ve been using Airtable for a bit now and I love how flexible it is, but I keep running into issues when it comes to forms. Whenever I need a form with conditional formatting, multi-step process, or really anything that goes beyond a “submit once” form. Are there any good tools/workarounds that could achieve this?

Hello Airtable Friends!! I am trying to send automations to emails, but my automation field is not loving any of the formats I am using to store the email. I’ve got a lookup field, I’ve got a rollup field, I’ve got a formula field to put the lookup field into, and nothing!!! Can someone please point to where I’m going wrong?For some (maybe?) useful background: these fields are connected to one that is “limited to last 1”, so I only see who checked out a piece of equipment most recently, the original emails are synced from another base, and I select the field name in the drop down list so the “Field ID” keeps coming up, regardless of which field I select (the ID’s vary, though). 

Buenas tardes, soy nuevo en esta comunidad y también en la aplicación Airtable. Me gustaría crear una aplicación para el seguimiento del tiempo de los empleados en una empresa. ¿ Alguien podría orientarme? Gracias

Hello everybodyI have 2 connected tables : Contact and Contact BehaviorIn Contact Behavior, I want to follow the way my contacts interact with my posts, my communities.In Contact, I have the general information about my Contact with a formularI connected Contact with Contact Behavior in 1 to 1 relashionship.All I want is, when I create a new contact in Contact Table, it creates automatically the contact in Contact BehaviorIn Contact, I have the forname, lastname, mail, phone and I generate by a formula the Complete Name (Lastname&” “&forname)In Contact Behavior, the first field is the Complete Name.My automation is :Trigger : when a contact is created in Contact tableUpdate the entry in Contact Behavior with this argument. Origin table : Contact. Id of the entry : Airtable record IDField in Contact Behavior : CompleteNameWhen I run the test, everythin

No mention of this in the docs.Is it possible to limit the number of found records by setting the maximum limit to “1”?

I have setup an automation so when someone emails a purchase request, it makes a record and notifies me in Airtable, however it doesn’t look like there is away to email an attachment and have it populate the attachment field. Is this possible?

Can anyone help me with my weekly automation to make sure all of my products from my latest product list are listed in all tables? I need a code for this: I want to check on airtable that my “inventory live”, “stock evaluation”, and “cost evaluation” bases, all include the latest products from my table: “latest product info”.

we are having a problem on some orders where the attachments are downloading when we click on the opposed to opening 

Hi Airtable Community!We're Query Streams, and we built a tool to automatically keep your Airtable bases updated with data from your databases and APIs.What it does:Connect your database or API to Airtable and set a schedule. Your bases stay updated automatically - no more manual imports or copy-pasting.New records get addedChanged records get updatedDeleted records get removed (if you want)Works with:Databases: SQL Server, MySQL, PostgreSQL, Oracle, and many moreAPIs: Google Analytics, HubSpot, Shopify, Stripe, ShipStation, and more comingSchedule options:Every few minutes, hourly, daily - whatever fits your workflowCommon uses:Project data from ERP systemsSales numbers from your CRMLive invento

Bonsoir, j'utilise une extension dans Airtable. Pour que cette extension fonctionne, il faut que je l'actionne manuellement en allant dans l'extension.Serait-il possible d'actionner des extensions via un bouton quand on est sur interface ?

I have an Airtable automation where I : Filter participation records based on the type of participation. Send a recap email with details specific to each type. Currently, I want to update the record to mark the email as sent. Right now, I need to include the “Update record” action in every conditional block, because Airtable executes actions only inside the branch that matches.Question:Is there a way to have a single “Update record” action at the end of the automation, regardless of which conditional branch was executed (ex : where I wrote HERE on the picture), instead of duplicating it in every branch?I’m looking for a faster, cleaner solution to handle this “final step” without repeating it multiple times.  

I’ve been going through tutorials and step-by step instructions, and I can’t figure out why my automation is not working properly. Please help!I have two tables (Export and Projects), each with a field called “Slug”. When a record is created in the Export table, I need an automation to check the Projects table and compare the “Slug” fields. If there is a match, no action is required. If there is no match, then a new record needs to be create in the Projects table.Here are my automation steps:The trigger: When a record is created in the Export table.Find records: Where Slug in the Projects table is equal to Slug in the Export tableIf [Find Records > List properties > le

Hi all, I am trying to create an automation such that when a person creates a new record in the projects table, a view is automatically created in the tasks table such that any records with that record are filtered to be the only records shown. I figured that this could be done with scripting, but I’m not sure how to create a view in the tasks table with a specific filter applied.

I have an automation that copies fields from one table to another once the checkbox is selected. One of the field is “Marketing, Communications & PR”. When the automation runs, it splits it into two items “Marketing”, “Communications & PR”. I want to have it as one sector when it is copied to the 2nd table. I tried some of the ideas mentioned previously but got confused. I can try “Marketing Communications & PR” which might solve the problem but don’t like it.Is it possible to solve this issue? Thanks a lot.

Hello all,I'm working on an automation that was working prior. Now when i changed fields on other tables (added lookups and notes that are not in automation) that were affecting it stopped working.I was working on a backup and I restored it back to normal and still not working.After running some test I see that the first step that is create record its not populating, therefore when I link back to that record it doesn't recognize it. None of those fields were changed but I did add lookups to that table and deleted a few fields that weren't necessary.I went back to revision history to see if I'm missing something but everything seems to be the same and now I cant link records. don't know what to do.Also the webpage asked me to refresh several times.The testing was working on the main CRM and when it stopped working on the backup it stopped working on the main as well (where I wasn't working at the moment)

Hello all,  I want to update a record and use the famous trick to have another table and submit form.In the form a field contains the record_id of the line I want to update in the original table.When I submit the form, the automation fail, when I copy/past content of the cells in another line, the automation works.Here is a screencast to see the problem : https://youtu.be/DSfKKBnmfe0 And exemple of the lines (line 16 works well, line 15 breaks) : 16    rec4CbEaxD0FOSwWL    rec4CbEaxD0FOSwWL        Screenshot 2026-01-14 122852.png (https://airtable.com/appNAdRee7AIuvFLH/tblvVVZzS2tZ1btmg/recKXwRxIfZIWB847/fldD1Py2VRj2AtySo/attJtOQ7i1jcZtgKR)    Devis signé    checked    checked        15    rec4CbEaxD0FOSwWL    rec4CbEaxD0FOSwWL        Screenshot 2026-01-14 122852.png (https://airtable.com/appNAdRee7AIuvFLH/tblvVVZzS2tZ1btmg/rec16w5uCNmtP2gXq/fldD1Py2VRj2AtySo/attyeeGMrStyZYyDk)    Devis signé    checked    checked

Hi all!I'm trying to make something in Airtable which I think should be possible, but I haven't quite wrapped my head around how to make it do what I want.Here's the situation:I want a team to fill out a form with information which can apply to specific regions and/or date ranges. If one or both of the regions does not have an entry for today, I want to send them an automated email reminding them to submit an entry.I've got a base structure which looks something like this:The form part is easy, I have no worries there. Also, I was already able to set up formulas in the last 2 columns which determine if today or tomorrow is between the start and end dates.I thought I could then use logic in Automations to send an email if it encounters entries where:“Today within ra

Hello, We have went over the automations rate for airtable on business plan 100k. However, there appears no easy way to upgrade and a base that runs an app stuck with no ability to resolve. We’ve sent support email but no response yet.  Any solutions or way to get in touch with airtable so we can resolve this issue. This is costing us big. No response from their sales form either yet.    

Hi, I hope you're all doing well. I wanted to let you know that I'm building a chatbot in n8n, and I need the IDs for my "Base" and "Table" sections. I'm using an AirTool node for this; however, I don't know how to access them through AirTool. According to Gemini, it should look something like this:Copy the IDs:The code that starts with app... (Base ID).The code that starts with tbl... (Table ID).

Hi I am a New user to airtable. I need to create a quiz platform. I decided to use airtable for backend.But couldn't connect both and lack of guidance. Can you anyone please help me work around it its kinda emergency.

I have 20 project managers. Every Monday i need to email each of them independently their list of jobs that meet specific criteria they need to take action on. I am starting to run out of automations for this base and am trying to consolidate this into a single automation rather than an automation per PM. Here is what I am trying to accomplishat scheduled time (good on this part) find records - find the PM by email address (this is a record within the table) I've taken this line out because it does not seem to be able to dynamically pull each PM, but m not sure how tog et the automation to accomplish this step. find records - when status1 <100%, and status1 due date is empty (good on this part) find record - when status2 <100% and status2 due date is empty (good on this part) send email - the PM defined in pm email address in the table gets an email listing the records in parts 3 and 4. These records are sp

I have a table called “Tickets” that my team enters project requests. Each ticket has a due date. A second table called “tasks” are specific things that need to be done to complete the project. Some of these tasks must be done a specific number of days (lead time) before the ticket due date to meet the deadline.I have a third table with standard tasks with a field called “lead time” that I use as a template to populate the tasks for each project.I want to be able to automatically enter the task due date based on the pre-defined lead time and the ticket due date. These dates need to editable to account for holidays and other conflicts, so I can simply use a formula.I want to create an automation that will look at the ticket due date and calculate the task due date (subtract number of days from said task due date) and enter it into the task due date. I can handle most of the automation, but I’m a bit out of my league trying to grab data from one tabl

I’ve spent hours on this and can’t figure it out. My goal is to simply click a button to trigger a N8N webhook trigger. Can anyone help me?