Automations

We have an airtable/make.com combination running a help desk/ticketing system. When people reply to their initial ticket, the system assigns a new record. Is there an automation that we could install that would combine the records?

For some unknown reason (i.e. I didn't make any adjustments to the recipients) my weekly emails generated from an automation that has been running smoothly for months now, went out in these configurations 1) to me only in the To and CC lines 2) to me with the typical recipients now appearing in the cc line in addition to me. Has anyone else had an issue with this today (late March 7, 2024)?

Hello Community,I am a beginner in air table configuration/Automation and I am looking for help to automate sending emails the every new email added into the Email field of the tab/chart.Like I have a chart with fields in it such as name, company, offer, phone, and Email. What I want is that whenever I add/write a new email address to the Email field, an Automatic email could sent to that email address. this action repeats with the addition of every new email in the field.I tried many ways but could not figure out and got error and not send email as i want. If anybody can help me out . That will be highly appreciated.Thank you.

Table 1: Companies (a list of every company that we do work for. For this example, say we have 10)Table 2: Products (a list of every product we offer. For this example, say we have 12)Table 3: Price list (a list of the price of each product for each company. If there are 10 companies, and 12 products we offer, this list will have 120 items). Each record in this list has a Company column and a Products column that links to a single record in Table 1 and Table 2.Goal: create automation that will automatically create price list records when a new company or new product is added.If a new company is added, I want the automation to automatically create 12 new records on Price List table, automatically linked to the new company and automatically linked to each product listed on the product table.If a new product is added, I want the automation to automatically create 10 new records on Price List table, all automatically linked to the new pr

Hi! I'm attempting to have an email going out to remind clients of their appointment time & details the before it happens. For example at 9am on the day of the appointment. I created a formula for "Is this today?" IF(IS_SAME(TODAY(), SET_TIMEZONE({Start Time}, 'America/Anchorage'), 'day'), 'Yes', 'No') The automation for "When a Record Matches Conditions" (When "Is this today?"=Yes) is used so that it creates an individual email for each appointment, rather than one email with all of them.  This fires at a weird time of day (5pm PST) so I'm sure it has something to do with time zones. I have attempted to modify the time zone this formul

Hi, I'm trying to make either a script or automation to update Table A from a list of values in Table B.Table A is a list of shifts in multiple clinic locations. I'd like to be able to select a clinic location in Table A (from a single select column), and have the address for that clinic populate in the Address column in the same table. In Table B, I have the list of clinic names with their addresses. I'm trying this script, and it will run, but it doesn't do anything to the Address column in Table A. Any help would be greatly appreciated- new at writing scripts... Thank you in advance!

Real-time automation does not work. I select Trigger: When a record is created, there I select in which table the new row was created. Then I select Actions: Create record and indicate in which table to create a new row. In Fields I indicate in which line to copy the values ​​from which line.When testing automation, everything works fine, new rows appear in the table. However, when creating a new row, a new row is automatically created in the required table, but the data is not transferred.

All of my automations across multiple bases are consistently failing to trigger naturally, even though they work fine when I forcibly "test automation". They also worked fine a few weeks ago. This includes a few different trigger types (buttons, when a field is updated, when a record matches conditions, etc.). I'm losing my mind as AT support is taking ages to help me (one email a day or every other day suggesting things that are clearly not useful if they'd take the time to properly engage with what I've sent) and several processes across the business are failing. Any ideas?[Screenshots show the run history of just one of my automations followed by a screenshot from when I "test automation". They're ALL malfunctioning like this]

Hi, I have been having problems with this for weeks now and cannot understand why my automation is not working. I work for a company that runs an appointment based service. I book the date it  is for and the status of it. When I put in the info, it is defaulted to "Booked". When the day AFTER the appointment comes, I want the system to find all record that match the given criteria (appointment yesterday, status booked) and update it to "Completed" I have tried a million different things but nothing is working.  Here is what my configuration is.. Someone please help me understand what I am doing wrong..

https://www.loom.com/share/75e6d81b7dc7414d9bdd62eba0e7f791?sid=a551b367-107b-4d5e-b2e3-c5573874cf5cSteps:Enter a role required to be at an eventFinds people associated with that roleUpdates people required at the eventWhen I delete the role required, the automation seems to run twice and deletes the people required, but then adds everyone associated with that project, and when I check the Run History, it only runs once.Any idea what's going on?  Thanks in advance

I've created a form. Originally I had it emailing a specific user (me) under the form's Submission options. I've since removed that and republished the form, but it won't "stick." Every time a user submits a new form, it emails me. And when I go back to the submission options under Email responses, I've been added back.No matter how many times I remove myself from receiving responses, I still get them. I’m doing this under Interfaces/Forms view where I create and edit forms. The selection is in the right sidebar.I will uncheck my name — I’ve even tried Clear all, even though I’m the only one selected. Then I republish the form. It will show that I’m no longer receiving email responses. I can leave and go back, and it still shows correctly. But once someone sends a form, I get the response anyway. When I go back to the forms interface, it shows me as receiving responses.In short: When I disable my receiving responses in the interface view, it won’t stick. I

I have a table that I created to track resource allocation, and use that information to then report out to a graph in my interface to show based on the allocations, how much I would be expected to spend each month. The setup for this is a bit of a workaround to solve for not being able to have multiple fields reported into a chart.  This is working how i need, but it is prone for error if I do not manually link the months in the linked field. I'm trying to create an automation, or solve this in any way that doesnt require me updating both the linked field and the fields that determine if a resource is active or not. My hope is that I could create an automation that would check the Month Fields, and if a Month is set to active, it would then enter that Month into the Linked Months field - this way i could just update the allocation fields, and my report would always be insync with wh

Hello,Alright, so I've been trying to automatize a duplication of a worksheet in a Google Excel document, I've tried through Make as well, but I can't seem to make it workAnyone could point me where or how to do this?Thanks,M

Hi Airtable - Can I please get some help in resetting my automation runs? I just ran out of automations for the month (due to a runaway automation that we have now resolved), but nmy business is non-functioning for the rest of the month because we have no more automation runs.Can anybody please escalate my emergency support request? My Airtable support reference # is 00762406.PS - Are there any intentions to allow us to automatically purchase more automation? Feels unfortunate to be locked in without options.Thank you! 

Hello All,Is it possible to implement a Lazy Approval function using Airtable Automation?

I have an automation set up to find records based on a view. In that view - there are 17 records. When I test or run the automation, it only returns 10 records. I can't figure out why this is dropping 7 records. I've tried recreating the automation, and I still get the same issue. I was thinking there might be an extra space. But I can't seem to find it. 

I have a pre-filled form that is launched from a button in a record in the Assets table. When the form is submitted, the automation is triggered. A new record is created in the Updates table. Then, there's a Find Record step where a condition is entered to find the record to be updated in the Assets table. Right now, I'm using the condition Today's Date.That's fine for testing but what I really want to do is let the Find Record value be the record from the Assets table from which I launched the form in the first place using a button.How do I refer to that Rec ID? 

Hi everyone! I'm trying to build monthly employee attendance with NFC tag. Basically when you "scan" nfc tag with your phone, it open up AT Form for submitting your entry or leave (start in the morning, start of the break, end of the break and end of work). In this form you can choose what type of entry or leave you're submitting. Name is preffiled (and linked to another table with personal information about Of course, when submitting the form, every entry from the form is in a new record. Is it possible to combine all four records into one (for one day)? And after that, I want to calculate duration (how long was one working and how long was on break). I tried by updating the field in another table, but I don't know how to define where (to which record) should information update (so for the specific employee and for a specific date). 

I've currently got an automation set to pull text fields from multiple records as a list into a Google doc. However, I'd like for the field names to not generate in the Google doc, just the content of the field. The hope is to compile text with less need for formatting/deleting of the field names.Example of how the field names and field contents are pulling in now:TITLE (field name)The quick brown fox jumped over the lazy dogs (field contents)STORY SNIPPET (field name)In a picturesque moment captured by onlookers, a quick brown fox elegantly vaulted over several lethargic canines in its haste to escape a pursuing hunter. (field contents)Is there an easy way to do this that I'm just missing?

I'd like to create an automation to send out a notice to individuals who did not meet their quota using data from a spreadsheet.So every week we get an individual's timesheet that is placed in a Google Sheet. Using this data, I'd like to make an automation to send out a notification to an individual if they have not completed their quota. With each failure of the quota, I'd also like to increase the amount of "Strikes" listed, if they reach 3 strikes, another notification is sent to a supervisor listing the person(s) that did not complete the quota. Relatively new to Airtable, any help is appreciated.

Hi, I want to create an automation that creates different events based on a form submission and pushes them to our website. 80% of all the events organised are recurring and we have over 400 per month. Recurring in this case means weekly, bi-weekly, certain day of the month or certain day in a specific week.Currently have two tables set-up (check table for internal purposes & live table). The live table contains all the events for the current month and are 2-way synced with the website.Struggling with the events that take place after the current month. For the 80% recurring about 20% is able to small changes (e.g. same date, but different location or starting time). Whenever an event passed, the event itself is automatically swapped with a new upcoming one to maintain the live URL on the website, instead of creating new pages for every event.What would be an efficient way to easily moderate the all the upcoming events? Do we h

I am trying to create an automation to transform a row with multiple linked records to multiple rows, each with one linked record. Ideally, they would appear on the same table. This is for a historical database where I track where people were over time, and it has four tables:(1) Location (registries of where people were at a particular moment in time)(2) Place (a list of cities where people could appear)(3) Person (a list of people, some of whom had the same name)(4) Reference (a list of archives where I get my information from)On the Location table, I have several registries where multiple people appear at the same place at the same time. Is it possible to create an automation to transform those rows into multiple rows, one for each person? I'm attaching several screenshots of a sample base that I made to illustrate the problem, and I'm including a link here in case anyone wants to copy it: 

Is there any automation in which I can transfer the whole record as it is to another table when it meets certain condition?Basically I have table 1 where once I click approved, the record should go to table 2. I am aware about the create a new record method were we can map all the data from table 1 columns to data in table 2 columns but I have nearly 100 columns and need to be done in 4 tables the same thing. It is very time consuming.

EDIT: I was able to solve my issue. My field configuration for linked records wasn't set up correctly. I think I just needed fresh eyes on it the next day.I am trying to create the following automation:Trigger: If a check box is selected on Table 1, thenAction: Send emailAction: Create a record on Table 2 using selected fields from Table 1Action: Uncheck the box from the initial trigger on Table 1When I run the automation on a record in testing, everything works perfectly, both when testing the individual parts as well as the automation as a whole, but after making it live and trying to trigger it, only the emails get sent and the next two actions are not completed. Any thoughts on what I could be doing wrong?

I have a Typeform question with multi select options. Right now, when the Typeform is filled out, the answers are sent through Zapier and then through to Airtable. Airtable will group the multi select answers into one field. For example for "do you identify as any of the following?" it will group "WomanBlack" together instead of as separate fields in the same Airtable cell ("woman" "black") - Can someone advise? Also how do I have the "Other" and typed answer populate into a different cell?