Automations

Hi, Wanted to check if airtable had automation enabled for email requests (sent by customers on a distribution list) received to be converted to a case/record for follow-up for client services?Need to check if the 'email to case' conversion capability is feasible in airtable?Thanks! 

Hello,I am creating a base for performance reviews. Individuals receive Case Review scores (based on a form submission) in one table and then those scores are tabulated in a second Cumulative Scores table. My tables are linked. When I initially created my rollup fields in the Cumulative Scores table, I was able to pull the info from the Case Reviews table and populate my rollup without issue. Now when new forms are submitted, those rollup fields are not updating. I have tried adding lookup fields and automations, but I can't see to get it functioning. Can anybody help me resolve this issue?       

Hello, I have a 'Client' table linking to another table that holds information about Event Labor. From the Event Labor table, I am trying to send an automated email to the client (email address linked from its own table.) When creating the action, the 'Email (from Client table)' is an option, and then I have the choice Linked Record ID or Value. I assumed to use Value but neither choice is working. Any solutions? Video to show my work https://www.loom.com/share/38183324bec943ca8c58bffa9ac91162 

Hello everyone,I've been working on a project that involves making calls to the OpenAI GPT API from Airtable scripting. However, I've encountered a limitation that's been a significant hindrance in the progress of my project.The issue lies with the execution time limit for scripts in Airtable, which is currently set at 30 seconds. In my project, I'm using OpenAI's GPT to generate text based on prompts, and the time it takes to make a request to the API and receive a response often exceeds this 30-second limit.This becomes a significant issue especially when dealing with larger text inputs or outputs, as the processing time inherently increases. Network delays can also contribute to the problem, further extending the execution time.Given the complex nature of language models and the extensive use cases they can cover, it's often necessary to allow for more processing time. The current limitation restricts the full utilization of these powerful APIs and hin

Hi everyone!I have a schema of 252 records to apply to some client in a standardized order. This is the script I made (deleted different lines because of number of characters:   let duplicaTable = base.getTable("Duplica_Form") let tyrecords = await duplicaTable.selectRecordsAsync({fields: ["Dashboard Clienti"]}) let cliente = tyrecords.records.filter(item => item.getCellValue("Dashboard Clienti")) //console.log(cliente) let arrayTypeform = [] cliente.forEach(item => { arrayTypeform.push( {fields: {"order": 1, "typeform":[{id:"recg1yUeuxfjKfn0t"}],"duplica_form": [{id: item.id}]}}, {fields: {"order": 2, "typeform":[{id:"rec0TnCthwKaCsBcF"}],"duplica_form": [{id: item.id}]}}, {fields: {"order": 3, "typeform":[{id:"recg9NPL21ZWduc5g"}],"duplica_form": [{id: item.id}]}}, {fields: {"order": 4, "typeform":[{id:"reck4nzT8lp9Us5Nx"}],"duplica_form": [{id: item.id}]}}, {fields: {"order": 5, "typeform"

Hi there ! I used to have automations running with an outlook connected email being a shared mail box. These kind of mail box doesn't have an outlook account (no password).Since a year now, my automations are no longer working, I have to change every account connected with an exchange account with log in + password. So I tricked here and put a standard email address as connected account (mine) and use the option "send as" and there I put the shared mail box I work with.... still, I have an error message in all my automations saying I don't have the right to send on behalf of...but checking the exchange tenant, I do have these rights....can somebody help ??? How can we used shared mail boxes to send email automation from airtable ???

Hello ! So i have a base and i want to delete all records that are on the table every sunday (weekly). i heard that it’s possible to do it with a script, but i don’t know how. Can you help me please? Thanks

I'm looking for a bit of assistance. I've created an automation that sends a message to a specific MS Teams channel when a record enters a view.However - the message is sent from myself, which means that when the automation triggers, I don't actually get any notification on my PC or my phone (since technically it's "me" who's sending the message).Is there any way to bypass this so that I actually receive a notification? I could use Zapier, but I'd like to avoid that if possible.

Hi everyone,I would like to create 1 automation that starts when a record is created in airtable and that creates an event on google calendar. I used the "when recordmatches conditions" trigger specifying the conditions to make it activate (for example the date field must not be empty). I then inserted my Dynamic "Date" field as "Start date" and "End date", which is made up of both the date and the time. The problem is that when I go to create a record and choose the date, the time is automatically filled in, the automation starts and creates the event at the wrong time. Does anyone know how I could solve it?any help is precious!

Hi fellow AT users. Please forgive this long post, but if you have the patience to read through it, I know there is a super smart person out there who has a creative solution. My boss wants to share an org chart link with other people in the company without them having to login to AT. I know how to do that. I also know that I can find the URL to the org chart so it can be shareable. I have learned I can also share the base publicly with a passcode - so far all is good. However, as you know, you can click off the link and view the entire base contents which is what we do not want.We cannot afford the Softr Business plan each month (non profit - even with their 30% discount) so we have to manually find a creative solution.We thought we could sync a limited view to another base and create the org chart there but with one way sync, it doesnt allow the links and the org chart cannot be created as such.Here is where automation co

Hi, I'm really new to scripting and despite a bit of ChatGPT help, I haven't got anything to work yet. I'm hoping that with a basic bit of help here that I can get going with my relatively limited coding knowledge...I am doing a "when a record matches conditions..." trigger, and then hoping to find at records that have a start time of 00:00, update it to 09:00. this is because I'm hoping to drag/drop bookings onto a timeline and they default to 00:00 to 00:00 which doesn't work for our bookings system. I've found the field, and I can see in the record info, the {start} field shows (eg) 24-01-31T00:00:00.000Z.I figured the easiest thing is to add 9 hours to that, so I'd started with this:// Retrieve the start date-time from the input variableslet startDateTime = input.config().startDateTime; // 'startDateTime' matches the name given in step setup// Check if startDateTime is providedif (startDateTime) {// Parse the start d

Hi friends, I am having a problem when pressing buttons from the app in an interface that I made, it throws an 'Invalid permissions' error. Does anyone know why this might be or how to solve it? Thank you very much!

I have a table in airtable with a field called 'Logos' which is of type: Attachment. I am using Make integromat to pull the logo urls which get populated in the Mailchimp Create Campaign module (that uses HTML layout). When I see the campaign being created , I see the logos but after a few hours I see that the same campaign does not show the images. Is there a reason for this? Please let me know if there is a resolution to this.  Thanks in advance!

I am looking to update multiple linked records w/ the current time/date in one table when a button is clicked in another table.Here is a screenshot (shows checkbox, but a button would be my preference).I tried creating an automation but if I understand correctly it is not possible to run an automation on multiple records. So I believe I may need a script.I know enough to be I can make small edits to a script but if someone could help get me started and confirm if this is possible it would be a big help.Any and all guidance welcome and appreciated. Thanks!

Hi! Enjoying the automation features of Airtable. It would be great to be able to sort the records found via the “Find Records” automation before sending them to the next step. As of now, they are sorted by the time the records were created, which is logical but seldom what we’re looking for. Thanks!

My Customers book appointments through google calendars. When they book I want their info to be added as a new contact in my airtable base. The issue is that the info doesn't show up clear and their email, phone number, and name all show up as one massive gargle with page breaks and such. How can I tell airtable what info to pull for what column (name, email, phone number)? Also, Once this data get cleaned I want to set up an automation to add that contact to google contacts so that when someone calls their name shows up on my phone. Is there a way to link their airtable customer history to their google contact? 

Hello everyone,I have two tables. Table 1 contains campaigns and table 2 contains events. The events can then be linked to the campaigns with a linked data record. Now I would like a notification to be sent to the creator of the event if something changes in the campaign.I would also like to display both the campaigns from Table 1 and the events in a timeline overview. How can I do this with values from two tables?Thank you and best regards.

In AirTable, I have 3 Bases; ● One base that includes a table with all student records ● One base that includes testimonials ● One base that includes a record of all questions submitted when we do a Q&A How can we merge all these bases into one base and ensure that everything is linked?

Hi there.I am trying to create a voting system in airtable. Basically, I am hosting an awards show kind of thing (think oscars kinda structure) where people are nominated for awards, and judges vote on the nominees. There are 2 rounds: round 1, each judge in each award catagory individually rates each nominee by a set of 5 criteria; round 2, all the judges from every award get together and vote which of the top 3 from each award should win the award. I am currently finishing up round 1, and am running into a few issues. The issue that I would like to address here is about a "Power Point" or "Je Ne Sais Quoi" point that each judge is able to give 1 nominee per award (its basically there so that if a judge thinks one nominee deserves an extra point they can give it to them). The issue is that as my base is set up right now, a judge can add this Power Point to multiple nominees. Ideally I would like to make it so that if a judge decides to add the power point to anot

I'm trying to use this feature of passing the name of the user logged in to the record when a new record is created and it is just not working and for the life of me can not figure out why, clearly I'm missing something. 

How to create a checkbox inside a field Send Email. Need steps.

I have an automation set up that sends an email (through gmail) based off a row.I want to send this with an attachment where the attachment is the same for all users or it is provided as a lookup field based off a value.i.e Option 1: Send all users the same attachmentOption 2: Depending on the value of a field send one of 3 attachments However it seems that with the gmail automation we can only send attachments from an attachment field in the row. So I can't just choose the attachment or point it to a lookup field.Are there any workarounds for this? I've considered Zapier/SendGrid as alternatives but would prefer not to.

Hi allany ideas how to solve this problem?can this be doen with the automation or do i need someone to write me script?night shifts should be split per day, if the time span is over the midnight insert a new row with the working times (Hours) on the next day ... or something like that?  Thx!  

hello every one.Now i am having few risks.My risk iswhen the record is updated or created in wordpress table, that data have to sent to airtable sync.help me please.thank you for any help

I am working on two tables of independent data: Tables A and B. The common denominator for each table is that they have a date value that I and other team members need to track.I've been able to create an automation where every time a new value on Table A or B is created, a new record on Table C is also created -basically copied- with values from A or B that are relevant for all those accessing Table C.Where I'm getting stuck is when I update anything on Tables A and B, I'd also like to automatically update the data on Table C, specifically dates but every now and then other values. This would be a simple fix with link to record if I wasn't pulling data from two separate sources, and I can't seem to find how to set up the right automation I need. This is where I am:Trigger: When any relevant value on Table A is updated,Action: Update Record on Table C <-- What record ID shou