Automations

The above is a view.The idea is instead of trying to get an automation to trigger by 48 hours prior to the start date of an event, and sending an email, I thought perhaps, the automation being triggered when entered by a view that only displays events that are 48 hours(2 days) prior to an event. However, my view from the settings still shows, all the start dates.   

Hi, I’m building a page to track hours — comparing what we’ve budgeted versus the actual hours spent. We’re tracking time in Harvest, and at the moment I’m manually entering that data to match it up, which means there’s no direct link between the two systems. We use the same standard phases for every project (example: B01-B09). Each time a client signs a fee proposal, I want to add these same phases to the new project and allocate the initial budgeted hours. In Excel, I’d simply copy and paste multiple rows, but in this system I can’t duplicate more than one row at a time, which is slowing things down.Ideally, I’d like to be able to duplicate all phases (B01-B09) and assign them to a new project in one go, then input the hours. I also update the actual hours weekly, so it needs to be easy to maintain. I’ve been exploring whether an interface with a button (plus an automation) could do this — so that with one click it would add all the phases for me — but I’m a bit stuck on how to set t

Hi! Do you know if it’s possible to add the text generated for an AI field to an email automation? Everything seems fine in the other fields but not in the AI generarted. I tried copying it with a formula but it is not working.   

Hello!I am a novice with automations and trying to figure this out:I have one table for Projects, each record is a separate project that is then linked to records in another table for Deliverables. When I change the status of a project to Archived, I’d like an automation to trigger all the linked records in Deliverables to also change their status to Archived. What is the best way to set this up? Thanks in advance!

Hi, Many of my automations that worked for months are failing after the recent update. Is anyone else experiencing this?

Hi Dear community i’m facing a scipting error pleaase help mei need to connect  my ingredients tables to the API open food factsThanks   let tableIngredients = base.getTable("Ingrédients");let tableOFF = base.getTable("Open Food Facts");let ingredients = await tableIngredients.selectRecordsAsync();let offRecords = await tableOFF.selectRecordsAsync();for (let record of ingredients.records) {    let ingredientName = record.getCellValue("Nom ingrédient");    if (!ingredientName) continue;    let response = await fetch(https://world.openfoodfacts.org/cgi/search.pl?search_terms=${encodeURIComponent(ingredientName)}&search_simple=1&action=process&json=1);    let data = await response.json();    let product = data.products && data.products.length > 0 ? data.products[0] : null;    if (!product) continue;    let nutriments = product.nutriments;    let energie = nutriments["energy-kcal_100g"] || null;    let proteines = nutriments["proteins_100g"] ||

I have an email automation set up so that when an attachment is added to a field, an email is triggered to a project manager with a copy of that attachment.Currently, we delete the old attachments before dropping a new one in so you do not receive multiple attachments with the email that gets triggered.Now with the new Versions feature, I want to keep the old attachments in the field but only have the latest attachment added to the email. Is there any way to limit the attachment field in the email automation to only the latest one that was added?

Dear Airtable Community,I am refining a project management base, established in June 2025, to streamline task tracking for a small marketing team using Airtable’s Professional plan. While the base effectively organizes tasks, I seek to optimize automations to sync status updates across linked tables efficiently. Your expertise in this area would be greatly valued.My base comprises three tables: “Projects,” “Tasks,” and “Team Members,” structured per the Airtable project management template (https://www.airtable.com/templates/). The “Tasks” table links to “Projects” and “Team Members” via linked record fields, tracking approximately 200 tasks for 10 projects and 5 team members.I configured an automation in the Airtable Automations panel to update a task’s status in the “Projects” table when its corresponding record in “Tasks” changes to “Completed.” The automation uses a “When a record is updated” trigger and an “Update record” action, referencing the linked project record.However, duri

Trying to build an automation where an email is sent when a record enters a view (specified by a month status). The record contains a previously uplodaded file (pdf). Up to that point I’m able to make the email automation work, but when trying to add a last “update record” step (so that the record is updated after the email has been sent out, by having its status changed/updated) I get an error. Seems as if Airtable wont be capable of updating the record  “status field”  because the record contains an attachment. Trying to work a solution that will allow me to keep using the product. I have a paid version.  

Is this scenario possible?I want to automate a task on my team in which a team member would create a record and attach a word doc to it. The team member would then fill out a form which allows them to attach the record they just made (or any record via the dropdown that lists all team member-made records). Once they submit the form, it triggers an automation to send a pre-determined Teams message with the record chosen from the form. I successfully created an automation to make part of this happen, but i can’t get it to attach the record (because the message is static and the attachment is dynamic?) Is there a way to make this work??

Hi all, Any help would be appreciated on this one. I'm working on an automation in Airtable we previously used Zapier for to try and streamline some self-fulfilling on-demand educational resources. The way I currently have it set up is in one Airtable base, but two separate sheets. One sheet has an external-facing form for people to order course content through, another sheet has the content listed by name, in zip files or individual files. The names match the form exactly, and I have tried two different methods to get the automation to grab the content from the form sheet based on the name: multiple select and link to another record. Any way I do this it provides all or none, and won't search by name. The content is currently fulfilling best in an Attachments field in a zip file as it ranges from PDF documents to videos to PowerPoint files. The actions I'm using are 'When a form is submitted', 'Find Records', and 'Send an Email'. I've attached images of the form and the back

We are looking to reply to specific Slack messages to update product status. While it looks like it’s possible through Slack conversation IDs, I haven’t found documentation on how to set it up. Does anyone know how to do this without an external automation? I checked the following thread from 2 years ago, but it mentioned Make (an external automation tool) - I don’t believe my company will allow such integrations: 

Hey Airtable Community,I’m new to Airtable and trying to set up an automation to send an email when a task is marked complete, but it’s not working. The automation seems to start, but no emails go out. I need help figuring this out!Details:Using Airtable Team plan on Chrome (Mac). I have a “Tasks” table with columns: “Task Name” (text), “Due Date” (date), and “Done” (checkbox). Automation goal: Send an email to my team (e.g., me@example.com) when “Done” is checked. Automation setup: Trigger: When “Done” checkbox is checked in Tasks. Action: Send email with task name and due date. Problem: Automation runs (logs say “triggered”), but no email is sent. No error messages. Steps I tried: Checked my email address is correct. Tested with a different email—still no email. Made sure the task has “Done” checked. Looked at Airtable’s automation help page but got stuck. Questions:Why aren’t my emails sending? Is there something I need to set up in Airtable to make emails work? Any simple tips

Hey everyone! I’m new to this platform and just getting started with Airtable. Looking forward to learning from you all and improving my workflow. Any tips for beginners are most welcome! 😊

Maybe i am ignorant here, but i suggest a feature:  convert row into columns this means: what is on row 1 as a,b,c  will overwrite the name of the columns d,f,g as a,b,c  kind regards

I have been trying to help my son (13) start up his lawn care business.  I'm familiar with, and use airtable regularly for some small tracking.  I love its accessibility, range, and adaptability.  Thought it would be a good fit.  Created an easy to use base with services available (with fees) table, service provided and dates table, and client table.  Then created an invoice table that he can simply add the services provided to certain customers from the "services provided" table.  Works flawlessly.  He has grown the business and uses written invoicing.  Tried to help him save a step by automating the invoice so he could send it as a text to the clients each month.  Page designer creates the invoice.  Is there a way to send the invoice created as a text or email to an email in the invoice? To sum it up, use page designer to create a document.  Send the document via text or email.  Solution needs to be simple, and low cost

I want to send different people emails containing a link to a form that they can only submit once. Once submitted, if they click the form link to the form again, they wouldn’t be able to do another submission. How do I do this? Ideally, the form would be tied to a record in airtable, and if the status column of the record is no longer “new” and transitioned to “progress” or “finished”, the form would no longer work.

Hello, I seem to be running into a problem where I can't get my automation to uncheck a checked box when certain conditions are met in a linked table. Essentially, I want the "Ordered" Checkbox on my primary inventory table to be unchecked automatically when a new order of the associated item enters my "Received" table. Here's the setup for the automation:And the result where I'm having trouble:Airtable seems to recognize the cell that I want to affect with the automation as evidenced by the fact that the box is highlighted in red, but it doesn't actually uncheck the box. How do I work around this? Thanks

I'm setting up an automation triggered by updating a field in one table, which updates a field on the linked record in another table. I'm using "Find records" to search the linked table based on condition that the record's name/title matches the name/title of the linked record from the source. Essentially, I'm just trying to find the record linked to the updated record.However, when selecting "Dynamic" for the condition value, the name/title field to be used is not selectable, with the pop-up message of "no valid nested values" when hovering over the field. It really seems like this should work, and this error message is cryptic and not helpful.Does anyone understand this "no valid nested values" error?Should I be grabbing linked records to be updated in a different way?

I’m building a database for products that sell on multiple marketplaces (Etsy, Creative Market, and my own website). I have one table for the products and another for the marketplaces. I have URL fields for inputting direct links to product listings (separate fields for each marketplace), and fields for linking the products to the marketplaces they’re listed on.Currently, I have to manually add both the URL and link to the related marketplace, but I’d love to create an automation that updates the marketplace link to include all marketplaces for which the URL field isn’t empty. For example, if a product has only an Etsy URL, it should only link to the Etsy marketplace record. If it has both an Etsy URL and a Creative Market URL, it should link to the marketplace records for both. I was able to successfully create an automation that linked to a single marketplace based on a single URL, but when I tried to update it so that it would also link to a second or third marketplace when addition

I have a project with a start date, end date, completion date. I want to put the start-end dates on a timeline in one colour and then as an extension from the end date to the completion date if the project over runs.As well as that I want to be able to assign tasks to that timeline linked to the project underneath it on the fly. For each task I have Collection Date/Start Date/Expected Completion Date/Completion Date/Delivery Date. Similar to the task above I want to be able to set the start and expected completion date in conjunction with the project timeline so it cannot be set outside the projects start/end time. I then want extensions before and after the tasks start and expected completion date for collection and delivery date and between expected completion date and delivery date a part for completion date.Above is what I mean. Collection and delivery do not matter to the project but the task itself does. If this is possible let me know how. Colours aren’t necessary it’s just for

Assuming you as a coach have several students and you need each student to upload his or her credentials, and you know we have a table of students. My questionIs there a way to make sure every upload by a student goes directly to the attachment column of the student record that made the upload. Do note that we are using the same form url for all students

Hi There,I have a list of PNG photos in Airtable.for example:D:\Files\QRCodes\2100.PNGD:\Files\QRCodes\2101.PNGD:\Files\QRCodes\2102.PNGD:\Files\QRCodes\2103.PNGD:\Files\QRCodes\2104.PNGand I have an ajoint attachment fiels.How can I tell Airtable to upload one PNG to the attachment fiels based on the addess in my local PC?  

I’m using the Outlook Email action to send my emails, because (1) my org uses Outlook, and (2) normal Send Email automations get caught by the spam filter of various Outlook distribution emails that are the recipients of certain automations.In the last month, there have been two different instances of the Microsoft API being down, causing my Outlook Email-based notifications to fail to send. But these emails are sending essential information, and I’d like to be able to do something else (send a Slack, or use the standard Send Email action) if the automation failed. Is there anything in either automations or the various APIs that would support this?

Hello everyone,I've built an automation to update records in Airtable whenever a new row is added to a Google Sheet. I've run all the tests I can think of, but I'm unable to toggle the automation on.What's strange is that it works perfectly when I run it manually. I've also confirmed that the connection between my Airtable and Google Sheets accounts is solid, as I have another automation that successfully creates new rows in Google Sheets from Airtable updates. It just doesn't seem to want to work the other way around.Could anyone help me troubleshoot this? Thank you.