Automations

Hello,I have an automation set up to remind salespersons that an incoming job is scheduled and ready. Everything works except when I try to send the automated email the Salesperson field is not inputting their email and the configuration is not allowing me to select email. Please see attached. As you can see.. in the Account field I have a valid email  

Hello,I am trying to set up an automation where if the invoice number column of a record in the "Payments received" table matches the invoice number column of a record in the "Invoice" table, it will update the "Invoice" table record with a checkbox.

Hello, I have an automation to send an email everytime a record is updated. The team will go in and make multiple edits at a time and they would like to receive one email at the end of each day with the updates, rather than receiving 20 emails in one sitting. When I try to schedule an email, it doesn't let me reference back to the "updated record" that I need. But trigger by "when an update is made" doesn't seem to allow me to batch emails. Any ideas?

Hi, I want to create an automation that updates "Table B" when a new record is created in "Table A""Table A" contains customer information; some are new customers, some are returning customers. Returning customers will have multiple records, new customers will only have one."Table B" is linked to "Table A" and has a rollup field which identifies the most recent record for each customer.Each time a new record is created in "Table A" I want it to link to an existing record in "Table B" if it is a returning customer, or create a new record in "Table B" for new customers. The end result will be multiple customer information records in "Table A" showing all entries for each customer and one record per customer in "Table B" showing only the most recent entry.I'm sure this is straightforward but each time I try I just end up with a new record in "Table B" for each new record in "Table A."Please can someone help?Thanks

Hi,For one base we have created automations with Slack and email updates for stakeholders, where we want to show thumbnails of images (within an attachment field) in those updates. I only get those attachments as url's linking to the image, but I really would like to have those images as thumbs in those updates because it will clarify a lot in those updates.I already looked into the display option as shown below, but when I switch to thumbnail, it gives me an error message. So i'm kind of lost with this.Can someone help me in fixing this? Thank in advance!

I'm trying to make an automation that will update a field to say if a step is Completed, In Progress, or Not Started based on four checkbox fields.I'm able to get the field to correctly state when it's not started (when none of the checkboxes are checked) and when it is in progress (when any of the four checkboxes are checked) but I can't seem to overwrite the "In Progress" option when all four checkboxes are checked. I understand why this is happening as technically even if all four boxes are checked the conditions for "In Progress" are met but is it possible to have this condition not be active if all four of the checks are present. Or is there a way to have sequential automations so it could first check if all four checkboxes are checked and if not only then look to see if it's "In Progress"?I'm very new to automations so I figure there's a way to do this so any help would be greatly appreciated. 

We use a daily report of hours worked (we manage all our timesheets via airtable) that is based on Finding Records from the day before (or 3 days before on Mondays). My goal is to be able to title that report (which is created to Google Docs and then shared with admin) with the date for which the timesheet was generated (today is the 8/30, but the timesheets in question will be from 8/29). Is there a way to only reference one of the records for this purpose instead of inputting the whole string from ‘Make a new list of… Field values’? Any suggestions on how to get the right date in the title without repeats would be great, thanks!

Hi,I'm trying to set up an automation that generates tasks with due dates. For example, when I create a project with an overall due date in a "projects" table, I plan to create a record in the "tasks" table with individual tasks and due dates calculated from the project due date.So, I'm trying to get the task to calculate its own due date based on the "Send Date" field in my Projects table. I have the following formula that isn't working.I have also tried -21, "days", and a few other solutions others have seen, but I continue to get an error that says "Could not convert string to date" -- any ideas? 

I am trying to create a formula or a method that would allow me to trigger a message to be sent, but only in the hours of 9:00 AM and 2:00 PM Eastern Standard TIme. The rest of the trigger is as follows:   

Hi! I see this question has been asked and answered before Airtable updated their plans/billing structure, so checking in to see if anyone might have a solution.When creating a "send email" automation, I'm getting this message: On your billing plan, you may only email collaborators with verified emails. Contact your workspace administrator to upgrade.We are on the team plan and I confirmed in the documentation (https://support.airtable.com/docs/send-an-email-action) that I should be able to "email 100 unique non-collaborator email addresses per day."Any ideas why I'm running into this and how to fix it?Thanks!

Hello, in a automation on Airtable I set up a trigger that, when someone submit a form and create a record in a table named "customer", Airtable run a script that have a vlookup function that read a "Program code" value and insert the "Program Name" from "Code" table. If the vlookup have a correspondence than the value of the cell is equal to the "Program Name" if not the cells value is "Not found".After this action I set up a script that wait 20 sec. in order to wait the update of the data in the record and then I put a condition that:If the "Program Name" is "Not found" then send an email "Code not found"Otherwise (and then it means that "Program Name" have the name of the program) then send another email with the landing page and other info. If I test manually this automation with the function "Test Automation" with a selected record  this action work correctly. But if I submit a form and this automation run with his trigger, the

I’m trying to use the (new-ish?) “When a Button is Clicked” automation trigger. The button is on an Interface in the same table as the Automation. On the automation, the trigger’s configuration instructions are as follows; This trigger is not currently associated with any buttons in an interface. To connect: Open an interface Create or select a button Select “Trigger an automation” under “Button Type” in the properties pane Choose this automation from the list In the interface, I have the “Button type” set to “Run Automation” Under the “Table - Source” it says “Unconfigured Source,” with no options for the source. The Automation option is grayed out. So it seems like the button can’t find the Automation, but the Automation can’t be turned on because I need to fix the configuration…

Hello, I have a problem. I have a client table, a sector table, and a date time table. So I'm linking a client with one sector and some dates. What I need to do is another table to set meetings. I need a form where a company can write the company name, and then choose a sector but only show those dates from a specific sector and the company needs to be able to choose one date from those dates from the sector.  

We have a master table to track all bookings made on our platform, There is then a table for each partner location we have, I would like to automate the updating of the individual locations tables when a booking is added to the master list. Example, Booking 123 is added to master booking list for New York Store, -> Finds table named New York Store -> Adds the new records details to this table

I'm trying to create an automation that when I update a record then it also updates another record in a different table. I've watched several videos on Youtube on how to do this and it seems pretty straightforward enough.I created the trigger, tested it and it works fine. But the Action is where I keep running into the "Received invalid inputs" error. This is mainly due to the Record ID that's causing the issue it seems. It seems I'm not alone on this issue. I searched on here for answers but it's still doesn't help. What am I missing?Would be great if this Record ID process was simplified since Airtable doesn't show the actual Record ID itself on the tables and records.

Hi folks,I've been trying to solve this puzzle all day; there are quite a few scripting examples in the community here that I've tried to adapt to my use, to no avail.Here's the situation:These two columns should be ordered exactly the same, except that the one on the right gets jumbled up during a "find records" step in an automation that populates this field.They're ordered this way in the line items table, but for some reason the "find records" step jumbles them up:I need a script or formula that will re-order the line items in ascending order according to the purple-circled numbers in the line item IDs. I have used Batch Update to do the job, but I'm looking for an automated solution that will sort the line items for use i

New to automations - I would like send a reminder email to trigger when date is TODAY.  The field in the record is Target Date.  The automation states "when Target Date is TODAY".  This works, but the trigger continues to send a reminder email beyond the date in the record.  For example, the date is 3/1/24.  The reminder email was sent on 3/1/24.  However, I notice over the weekend that the reminder email was sent on Saturday 3/2 and Sunday 3/3.   

 I am trying to automate my order fulfillment process. It's a subscription service where products are in a certain sequence. Subscriptions can be monthly, 6-month, or 12-month. The products are the same and sent out every month but need to be in a specific sequence and depend on the customer's subscription type. I want to generate an output file for the customer when they place an order with the products for the complete duration of their subscription so I can track where they are and how many orders are left in the future.I am creating an automation where the trigger is 'when a record is created' in the Orders table. Then, I use 'Find Records' which searches for records in another table (product table which lists each product delivered every month) depending on the condition where subscription equals subscription type. Then 'repeat for each in the list of records' creates a record. The problem I am running into is it generates the c

I've tried to create such an automation:When one updates the value of field 1,if this value matches that of field 2,input a static value into field 3!How do you let people do this?Because AirTable doesn't let us set this condition, I've done this:a. added a hidden field with the formula: IF({field 1}={field 2}, "1")One can input any value after the condition / first comma.One can add an "else" output after a second comma.b. set the condition: If this field 4 has the value 1I've added step a because some service providers make service users do costly work.Service providers are supposed to do the main work. This is a part of the main work.

Hello.  I'm not a developer but I managed to create a button that when clicked sent a webhook to Make to run a scenario.That process has now broken because of the whole API thing (which I don't understand).  Can anyone tell me how I make the button send the web hook now?  I've created a Personal Access Token but I don't know what to do with it and I'm not even sure that's the right solution.Thanks in advance

Hello!We need help with a script or automation that duplicates an invoice/record from an interface view and opens it in a new window to be edited.We have an "Invoices 2024 Table" that is linked to our "Projects" table and "Invoice Lines 2024" table.Our interface for the Invoices looks like this.I've been able to get some scripts from ChatGPT to duplicate the record and open it in a new window that pass the coding tests, but when I click the button on the interface, nothing happens.Thanks in advance for your help!

I am building out a job board on webflow, and I had a workflow where a user would fill out a form to submit a new job, form data would go to Airtable, then from Airtable back to the Webflow CMS. Does this make any sense? (Using Zapier). Or should I just move the data from the Webflow form directly to the Webflow CMS? Thoughts?

How can I add just one button on a table and that button be able to include an automation?I have an automation and I need to add this automation in a table with a button. Just one button that works for all records in the table, not one button for each record which is what you can normally do.

Hi,I have a very simple script that sends two single fields of one record via a webhook to another service. Yet I'm getting an execution error:Script exceeded execution time limit of 30 secondsThis script was working fine for last two years and now it's throwing this type of an error once in 5-6 executions. How can I fix that?The script: console.log(`Hello, ${base.name}!`);let inputConfig = input.config();let response = await fetch('here_is_my_webhook_url', {&n

Hi!I've been looking to see if it's possible to have the JIRA Cloud Extension automatically pull down to a defined table within a base at given intervals rather than to have to manually click the "Pull from Jira" button.Was looking at the automations functions and it didn't seem like it was possible. Any ideas or is manual the only way?