Automations

ObjectiveI would like to automatically import files (PDF or other formats) into Airtable, from either: a local directory, or a Google Drive folder. ContextI currently have a CSV file containing the drawing numbers.However, since it’s not possible to include file attachments directly in a CSV, the corresponding files (PDF drawings, images, etc.) are stored separately in a folder.RequirementI would like each file to be automatically matched with the correct record in Airtable, based on the drawing number, in order to consolidate all data and files into a single, centralized table. Thank you in advance for your help.

Hi everyone, I have been troubleshooting this for hours. This is an automation that used to work and suddenly it no longer does. I have an automation, triggered by a button, It’s a simple form submission and the button triggers the creation of various new records in different tables. Many of these records are linked. The Links are written by the automation. All of this works great. But for the last of the records, that is supposed to be created, it does not. The records IS created, however the linked records are not connected. I am linking to records that were created in earlier steps. And linking these records in the earlier steps was no problem. I do not get error messages or anything. The link simply does not get written. Any thoughts?

I’m looking to backup all the data in my base and I saw you can do it by automation but I’m not sure how. I don’t see download files as an action, would it need to be done as a script? Ideally I would like this to download into SharePoint but if it downloads locally and I have to upload manually to SharePoint that is fine.

Hello, I’m trying to use for the firs time a Airtable table inside a Docusign Maestro. At the Airtable workspace I created a table called Clients. Now, using a Docusign Maestro step called “Read from Airtable” I would like to select that table then read the records.A picture where I’m trying to config the step: How to do that? Thank you,Alexandre

Hi. Hope someone could help. I’ve automated a create tasks from a task template and it worked. Now how do i automated creating subtasks. I have subtask template table as well. That’s where I’m stuck on. Thanks!

I would like to send an email at 10am every week day to orders with the status ‘past due’. At the moment I have an automation with Trigger > at a scheduled time Action > find records (if status is ‘past due’) Action > send email however the test email fails due to “Cannot email more than 25 recipients at a time.” at the moment it is adding every recipient to one giant email, rather than separate emails. Is there a way to have it send out separate emails for each ‘past due’ record? I don’t want all of my clients to see each others email address :slightly_smiling_face: Thanks

My employer requires a strict technical control to ensure that employees can only check in from their authorized workstation. The idea is to automatically capture the user’s public IP address at the time of check-in and compare it against a whitelist of IP addresses stored in Airtable.The key constraint is that the solution must remain 100% Airtable-based: forms, automations, scripting, with no external front-end, middleware, or proxy server (e.g. Netlify, Vercel, etc.).However, in our tests, Airtable scripts always return the IP address of Airtable’s servers (AWS), not the end user’s IP. We would like to know if there is any native Airtable method or internal configuration that would allow us to capture the real client IP address directly within Airtable.

Hi everyone,I’ve set up an automation in Airtable that is supposed to trigger once a day at a fixed time. The automation is configured to send an email via Gmail.Here’s the setup: Trigger: At a scheduled time Interval: Every 1 day Time: 1:30 PM (local timezone +07) Start date: Jan 9, 2025 (Screenshot 1 shows the trigger configuration).The problem:Instead of firing once, the automation is running three times: Once at the correct scheduled time (1:30 PM) Once again almost immediately after (same minute) And another run about 2 hours earlier than schedule

I’ve got a nice little script within an automation to auto-categorize transactions in a bookkeeping base. It relies on a table for transactions with various fields, as well as a table called Rules, with the rules I want to create for my categorizations. The Transactions table has the following fields: *Name - single line textLowercase Name - formulaMatched Terms - single line text*Vendor - single line textPayment Type (tax purposes) - single line textPayment Type - single selectCategory - Linked fieldMerchant - Linked fieldTransaction Year - formula The Rules table has the following fields: Match Term - single line textLowercase Match Term - formulaPayment Type - single selectDesired Vendor Name - single line textCategories - linked fieldUpdate Rule? - checkbox It all works great, but now I want to add another parameter to the Rules table, a linked fie

Hello all,I'm encountering an automation issue that I thought adding a delay action would resolve—allowing sufficient time for all record data to populate before triggering the email. The setup: Our work order base captures information and automatically emails the assigned technician. While most fields transfer correctly, two field agent fields consistently fail to appear: "Job Name" and "Scope of Work." The first field: The second field: The workflow is: The PM manually enters the Scope of Work, which then populates both the Job Name and Job Summary fields. These should all be included in the technician's email.

Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records. I've recorded a Loom to add context: https://www.loom.com/share/b24fb5b8f11b4a18a786075e2966d681?sid=7454058e-7874-482e-9696-99a4cbde75c3 Looking forward to hearing your support.

I have an automation triggered by an incoming POST web hook.I do not have control over the format of this workbook however it send its content as a JSON whose structure can vary but at the top level contains a key "data" which is an array of objects each containing information about a particular answer in a form response.e.g { "data": [ { "title": "What survey/inspection would you like?", "description": null, "type": "choices", "key": "d747n", "custom_key": null, "value": "Level 1 Health Check" }, { "title": "", "description": null, "type": "hidden", "key": "4pf996l", "custom_key": "age", "value": "4" }, { "title": "", "description": null, "type": "hidden", "key": "9b8fc", "custom_key": "cost", "value": null } ]}This means that the when trying to use the data in a script using inputConfig it w

Hi all - I’m validating a tool idea for sales and marketing professionals who use Airtable — but I need to make sure it’s solving a real problem and not just my own curiosity.I’m looking for a few folks who actively use Airtable for CRM, campaign management, or outbound tracking and are open to a 15-minute chat about how they handle messaging, outreach personalization, or content alignment today.Happy to pay your consulting rate or offer a gift card — since I’m asking for your expertise.If that sounds like you, please comment or DM me — I’ll reach out to schedule a time. 

Hi everyone! We wanted to invite you to a new beta feature: Microsoft Outlook Triggers/Actions for Automations! If you use Outlook for work, you can use these triggers and actions to more deeply integrate email and calendar into your Airtable workflow (similar to our existing Google Calendar, Gmail, and Airtable Email actions and triggers). The following triggers and actions are now supported: Outlook Trigger: When a new email is received. This trigger fires whenever a new email is received in an Outlook Email account’s inbox. Basic details about the email such as its ID, sender, to/cc/bcc recipients, reply to addresses, message body, received date, importance, and its permalink are included in the output of the trigger. Outlook Trigger: When an event is created. The trigger functions similarly to the existing “Google Calendar: When an event is created” trigger. It fires whenever an event is created in a specifi

Contexte et objectif du projet Nous cherchons à remplacer un cahier de commandes de consommables (fournitures, outillage, etc.) par une application interne simple et automatisée. Le but est de simplifier la soumission des demandes par les employés et de fiabiliser le processus d'achat pour le gestionnaire.Nous avons choisi Airtable comme plateforme de développement pour son approche "No-Code" et ses capacités de base de données relationnelle. Structure de l'application (MVP - Minimum Viable Product) L'application est construite autour de cinq tables liées : Employés, Fournisseurs, Catalogue des articles, Demandes de commandes (le panier actif) et Historique des commandes. Fonctionnalités clés (déjà configurées ou à finaliser) : 

Hello,Is it possible to update multiple records from information in one email?I know I can use the “When email received” trigger to create a record and extract the body of the email into that record. However, I sometimes receive emails with information that belongs to different records in Airtable.Initially, I receive an order confirmation. That contains only information about one order, so I can set Airtable up to create a record from each order confirmation.When the order is ready, I receive another email, and that email often contains information about multiple orders.The data in the body of the second email is structured roughly like this:           The ordered materials have arrived.           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]

The Send SMS App only works when I use the primary number under the Twilio Account Info Section But I have a second mobile number in the same Twilio account under my other Active Numbers that I want to send from but When I change the number in Airtable send sms app sending fails. I tried Creating new API Credentials but that didnt work or I dont know what I am doing there - there was no option to select a particular number,  and I cant find Auth Token and SSID for the number I specifically want to send from. Any ideas would be greatly appreciated.  

There has got to be an easy way to fill an Adobe PDF form with an Airtable record.It honestly sounds simple to me and I can’t find a solution (so I guess it’s not simple LOL).  I should be able to map fields from airtable to the fields on the existing pdf form and press a button to put the airtable data on the pdf form. Done. I’ve been messing with this for days now looking for a simple solution.  Fillout offers a complex solution and I’m struggling to overcome the learning curve.  Fillout forms are max two columns and it just doesn’t look good to me.  I like the way airtable forms look, the the functionality is limited.  For example why doesn’t a button exist to “SUBMIT and email a formatted copy of the data”? Currently, our staff is using an airtble form to enter data into the table.  Works fine.  But thennnn, someone has to physically enter that data from the airtable table into an existing pdf form.  Very time consuming and mistake prone.  Cut

I have a transaction table that is collecting post information through a serverless function. When I get those transactions, I want to run an automation that will look for am email address and, if found, update the contact record, if not found, insert it. I need an Upsert. Is there such an animal in Airtable?

Hi everyone 👋I’m running into an issue with an Automation setup and was wondering if anyone else has dealt with something similar.Context: Trigger: Webhook (connected to a form on my website) Action: Google Docs: Create doc Problem:Sometimes the automation fails with the following error:The contents contain unexpected formatting that cannot be convertedIt doesn’t happen every time, only occasionally, which makes it hard to debug.Has anyone experienced this with the Google Docs integration? Could it be related to certain formatting coming through from the form/webhook payload? Or maybe a limitation in how Airtable passes rich text to Google Docs?Any tips or workarounds would be greatly appreciated 🙏(I’ll attach a screenshot in the comments as well.)Thanks in advance! 

How to populate a blanc single column in Hubspot from a filled column in Airtable using integromat?

I’m running into a strange issue. I have a table of records that I filter by ‘Created date’ before passing it into “Generate text with AI.” At this AI stage, I’m just filtering entries where the Source is a scientific source (peer-reviewed papers, preprints, PubMed, etc.).This used to work perfectly. But today the output only contains 1 row, even though my input table has more valid entries. If I feed the AI a table containing only the two Nature entries, it correctly outputs both. But when I pass in the full table (with more rows from other sources), it only outputs one Nature entry. ExampleTitle: Paper 1 Source: natureTitle: Paper 2 Source: natureTitle: Blogpost Source: yahooExpected output:Paper 1 (nature.com) Paper 2 (nature.com)Actual output with full table:Paper 1 (nature.com)I also tried simplifying the prompt to:Based on the table: Grid of Records

Hi fantastic people, I am struggling with an automation.  I basically have one base that I have synched to my main base, certain rows. I then want these rows from the synched view to populate onto my main table. I have managed to get the event name to populate over but the dates do not. I have screen shots of each step below. Any help would be great.  This screen shot you can see the Main Sub Task populates to the Topic fine. I then want the Main Start Date to populate to the Enter Start Date and the Main End Date to the Enter End Date.  This is the actions part which fails: This is the update record part which is successful

I need to center the logo image of my client in the body of an email. How do I do that?  (Don't worry - I'm not using an image in an attachment field. )This is what I currently have, but the image is not actually centered. Can anyone help?<div style="text-align: center;"><img width="400" src="https://static1.squarespace.com/static/myimageurl.jpg"></div>

Hi there, I’m trying to set up an airtable automation to update an existing record in a table “new members” after that member submits additional information through the airtable form I’ve embedded on my website. The form is set up to automatically add their Memberstack ID to the new submission so I can match it to existing records and use this to update them but I cannot get the automation to work as it seems to be based on the Record ID field, not Memberstack ID. Can anyone help me out Thanks in advance Charlie