Automations

Is there anyway to generate an automation that updates field records within a table by matching values in a different column, similar to an Index/Match function, between AirTable and Google Sheets? Essentially, my team manages IRB protocols and we need to track due dates for annual reviews. I'm trying to have the due dates updated in AirTable once the annual review due date is scheduled. Due dates are updated arbitrarily by my institution throughout the year, so I was planning to do a manual export from the institutional data source to a google sheet on a regular basis. Then, once the google sheet is updated, I want to run an automation that updates the Due Date for each corresponding IRB Protocol. Is there currently a way to do this only using AirTable & Google Sheets? My institution doesn't allow for 99% of external extensions. 

Hi all, I have run into a problem with an automation where I am copying values from some formula fields into fixed fields. I have narrowed the problem down to 2 different fields that halt the automation. Both the formula field and the fixed field I am copying to are formated as decimal with 2 places (x.00). I know this worked before while I was developing it, but now it fails. The error message shown is “fields could not be converted to a string”. I see 2 questions for this topic in the Community, but I can’t see the solution. This is making my head explode, so I would appreciate any help you can provide.

I have a field that can at times have existing linked records inside them. I have an automation that when a record matches conditions will input a linked record to that same field. The issue I am running in to is that it replaces the existing linked records in there. I tried doing a dynamic input on the automation to include the existing linked records then separating with a comma, but it fails when testing. Any idea how I can keep existing, but add a new linked record in that same field with the automation?

Hello, I am looking to build automation.I have 2 tables: Task and Sub Task (both are linked). If a subtask is created under the task record, then the project selected on the task should be auto-populated in the subtask project field related to the specific task. Thanks in advance!

Hi,I'm evaluating if I can user Airtable for a Job Requisition Approval process.Hiring manager fills out form for new vacancy  (done)New records ends up in table (done)Boss of hiring manager get's email notification (done)email includes a link to a form showing the recordset data and a approve/disapprove choice (not done)I don't get how I can do 4. Any ideas?ThxMarvin

Hi everyone, I'm a beginner at airtable automation (so excuse the novice question) - I'm trying to figure out how to set up an automation to send an email with attachment when a new record is created. Same attachment will be going to all emails. More info: 1. User fills out a form on website with email address. 2. New record is created in Airtable table "Contacts" with the email address3. I think this record then needs to be updated to include the attachment (unsure how to do this) so that it can be attached in the email automationAny help would be greatly appreciated 🙂 

Hi! I'm trying to use a Task Template table & an automation to create Tasks aligned to an Account based on a specific criteria. I've got the automation working with the following set up: When a record matches a condition in the Accounts tableProduct/Service [LinkedRecord to the Product/Service table] is not empty Find Records in Task Template table & create list based on Product/Service dynamically pulling in Product/Service of Airtable ID in triggerCreate Records in the Task List for Accounts table with the relevant fields. Here is the problem: I want the "trigger" to be a multiselect field (IE there could be one or many product/services purchased by an account). I am having trouble figuring out how to change the trigger such that it creates tasks that are linked to multiple Product/Services. (In the Task Template table I've also linked the Tasks to the Product/Service. Some of these tasks can be for all three services). I want to look at ALL of the tags in the&

Hi, I don’t know whether this is a bug or something has changed - we have calendars on our outlook account - we did this using ‘sync to external calendar’ links. We noticed the calendar events are no longer showing in our outlook - they previously were. I am unsure when this changed. I have deleted and re-added the link and the calendar is still not syncing. Has anyone else had this problem?

I am working on using an Airtable automation to assign topics to writers. Step 1: Trigger Step 2: Find records that meet the right criteria. Step 3: Send an email with values from the found records as a grid. Step 4: Update the records from step 2. I have a single select field “Emailed” that can be true or false. I’d like to update these values to True. Step 4 is where I am having a problem. I do not see the possibility for selecting Record ID’s for the records found in step 2. Is there a workaround to this? Thanks in advance.

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 product, and also linked to every company on the Compan

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 formula references with no luck. There is surely a simpler way to do this, can anyone point me in the right direction?Any help is appreciated! 

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 still receive them.

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 what months should be linked -  See Image attached. 

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.