Automations

  We are a small design build construction company. We have started using airtable to organize the design details of our projects. These include things like paint colors, cabinets, flooring, etcOur ideal workflow would be: Click a button to create a new project and then be able to import templates based on what is in that project scope (tile work, bathroom, kitchen etc).Pull items from our catalog and other sources to create the selections.Generate a PDF report that we could send to the client to get a signature.Track changes made to the selections.Once the selections are signed, we would move to procurement and use airtable to track purchased items ( when to order, and when they arrive on site).When the project is complete we would present the customer with a printed copy of all the selections.   The key portions of the tasks: Creating multi-page exports in PDF or google docs. From our research, there are several add-ons that can do this but we want

Hi everyone,I have an Airtable view containing filtered records that may change daily.I want to set up an automation to send an email with all the view records as an attachment (CSV/PDF/Excel) or in the email body, every day if the view contains any records. Is it possible with the SendGrid App?What is the best way to achieve this?Thanks in advance for your help!Best regardsRashid

Hey all, I am trying to create a solution to reduce the image sizes in one of our bases, that is wildly over limits due to being populated with MASSIVE cell phone photos uploaded via a form.Currently I have setup an automation to trigger a miniextensions webhook that compresses the image and places the resulting smaller file into a new field.What I would like to do now is create an automation to run at a specific time to delete the contents of the original field automatically.The update record function does not support deleting field data (why?).Can someone assist? Thanks! 

this is the formula field in the record -  This is the formula -  Formula FormattingThe email in the automation -  The actual email received, the "EC Formula" has way to many decimals, it should only show 2 like in the actual record - How can we fix this? Thanks!    

Hello Community,My email automation that I use to send out reports has failed 3 times in a row and does not give me any information besides it has "failed". I went to the automation itself, tested it, and it said everything was fine. So I am not sure what the issue is. I am attaching a photo of the email I keep receiving. Hopefully I can get this figured out soon. (This is also just the normal email automation, not the gmail specific one.)

I am trying to insert a formula field for a "friendly name" into an automated email.The formula just looks to see if a person has a nickname and then either uses the first name or the nickname.IF({Nickname},{Nickname},IF({First Name},{First Name}))I keep getting this error message:""Message" could not be converted to a string."What the heck does that mean?Thanks,~Lisa  

Hello everyone,Always with the ultimate goal of creating the perfect automated ToDo List,I have a script I was able to write that copies tasks from one table, pastes them into another table. The script copies the important information (task name, task categories, who's responsible and when it needs to be done). My script then links the task to the event in the ToDo Lists.But it's impossible to copy the dependencies between my tasks (link to another record) directly into the script. In any case, I was unable to do so and no one replied to my previous post. I got around the problem by asking the script to copy the dependency links from my main table into a text column in my ToDo Lists table.So I created a second automation to "Update record" the new records created by my script, to copy the text from the text column to the parent Task column, which is a link column to other records.As I said, I have about ten child tasks linked to its parent task (13 parent tasks) and I guess that's what

Hi, we manage Airbnbs. We want to create a warning system that alerts us if a new booking comes in that matches the name, email or phone number of a previous guest that has caused issues in the past.When a previous guest has caused an issue, we flag them as High Alert on Airtable.This puts them into a View called “Guest Warning”.We want to build an automation that sends us a message or email when a booking comes in that matches the name, number or email of any records (guests) in the “Guest Warning” view.How do we do this?Thanks,Ollie

Hello, I have Automation that Creates/Updates Events in Google Calendar.For example one record scheduled event at 11:00-12:00, there is the possibility to avoid scheduling another meeting at the same Time?

Hi all--We have a form that staff use to pitch a new idea or project for our organization. We want to connect their name and email (as submitted in the form) to a preexisting linked record with their details.  Sometimes, staff will fill in multiple names and emails at once, separated by commas. This would look something like this:[PROJECT LIST TABLE][Project Name Field]: Special Event[Name Field] : John Doe, Jane Doe[Email Field]: johndoe@org.com, janedoe@org.com [Project Details Field]: A special event that we will be working together to create for the organization.I would like to have an automation or script pull apart the comma-separated values, search for each one in the linked Staff table, and if the name or email exists in the linked table, add that name/email's linked record to a separate [Project Staff] field in the Project List table. Theoretically, it's simple! But it's been about a decade since I've done any scripting, and if lack of practice makes one "rusty," I'm

I have recently started trying to use airtables but i cant seem to correctly sort out the filterByformular thingy where i can call up a particular field i keep getting a 422 error i have read the other articles and i probably missed something can you help me out please. I dont have any coding background i attached the error message and also my airtable view please help me out 

Hello dear communityI want to be able to automate the email sending, every time I have a new registration from a person, I must send a welcome email attaching an excel file (this excel file will be the same for all new registrations), what would have to vary is the sending to different emails, what I need is that a new record is automatically created and I sent the welcome email attached to the excel file that I have stored in a table.I hope I have explained myself well.I look forward to your comments, thank you!

Hi I'm trying to set up my base (I have a separate Reminder base just for this purpose) so that it should sync my Airtable to the Outlook calendar, it should show up all my reminders that I have in that base, is there a possibility that it should work both ways? I want to be able to add reminders in my Outlook that will be editable within Airtable but I should be able to create new ones.I have already created the calendar in my Outlook.I'm looking to have that it should bring in new ones and export to the same location And where do I get the Event ID? What should I be looking out for? 

Looking to add an automation to an interface that will assign a record to someone based on an order. I found an article explaining how to set up the automation, but am getting stuck! In your collaborators field, have the following fieldsa checkbox field indicating the next collaborator to be assigned. This checkbox should be selected for only one collaborator and will be managed by the automationa linked record field stating who is the next collaborator after the current one. Make sure that every collaborator is linked in a circular fashion.When the automation runs,Use a “Find records” action to find the one collaborator that is checked.Use a Update Record action to update the collaborator linked record of the triggering record to the record found in the “Find records” action.Use an Update Record action to clear the checkbox of the collaborator that was just used.Use an Update Record action to set the checkbox of the linked “next” collaborator.I believe I am getting stuck on

Hi I used to use the extension that moved records over from one table to another on the same base however, due to API Keys ending and becoming Tokens this extension has been removed from the options. It was essential in my job. My only option now is to copy over the records but I can only copy them in the same table not into a different table can someone please help?Thank You!

Hi everyone,I have an automation here that works perfectly fine when I add a new dataset into my grid view. Once I switch to a form to add a new dataset the automation doesn't work properly. The automation I duplicated starts but the value is wrong. With a single automation nothing at all happens.Not sure what it is. Maybe the trigger "when record is updated" vs "when record is created". I duplicated everything tried to keep everything the same, which is not really possible. There are some minor differences.Here is what I have:Trigger (when record is updated)Action (update record)  Here is the other automation the creates a wrong value:Trigger (when a record is created)Action (update record)

Hello,I have an automation that sent an e-mail to the client.But, if the client has an "out of office", can airtable recieve this notification from the client? 

Hi everybody,I have the following issue and hope somebody can help me with that!Background:I have setup a form in Webflow and want to push the data to an Airtable table. I created a flow in Webflow (The second step in the webflow form is "Make HTTP request", "Authentication" is set to "None", In this step I added the Hook URL I copied from the Automation in Airtable).The corresponding flow is setup and tested in Workflow and setup and tested in Airtable. I was able to map the colums from Airtable with the actual data from Webflow. When I run a test in Webflow where I build the flow a new line with all the data is created in the Airtable table - same when I test the automation in Airtable itself.Here is the problem:When I submit data via the form on the website I build with Webflow, a new line is created in my Airtable table, but without any data in it.- The record in line 13 has been created after I tested the Airtable automation -> Data available- The record in line 14 ha

Hello! I need some help with creating an automation. I attempted it, but was unsuccessful. I have a base called "CRM". In that base are tables called "Bookings Log" and "People". Here is what I want to happen in the automation: 1. When a record is created in "Bookings Log" 2. The automation searches a specific view in "People" to see if there is a matching email address (as compared to the record in "Bookings Log"). This email address will be dynamic. 3. If there is NOT a matching email address, a message is sent to Slack Could someone please help me to create this automation? Thank you in advance for your assistance!

In two different bases, I have just noticed a few automations that were disabled (they have been working just fine for the past year)....there's a triangle with an exclamation point inside of it. There's no message or indication as to why they were disabled and I was not notified of this by Airtable....someone submitted a form and didn't hear back from us so they sent us an email and that's how I found out about it.I turned most of the automations on just fine, but one of them just won't turn back on. When I try to turn it on, it hangs there for a few seconds and then turns itself back off. I have tested the automation and it works fine. I made a duplicate of the automation, tested that and it works just fine but that one also won't stay turned on.The automation doesn't link to any 3rd party apps (I saw some suggestion of this in this troubleshooting page), but it does send out an email (though so do other automations that are working just fine).I'd much appreciate any thoughts about w

Hey all, I'm the co-founder of a software startup called Slideform that helps link your Airtable records to your slides. I know there have been a few questions asked about this in this forum, so I thought I'd post something here just in case anyone is interested.Our key capabilities include:- Ability to replace specific text elements with your Airtable records (with a variety of ways of querying your data). This ability still preserves the original formatting of your slides.- Ability to link up & mix other data sources, including Google Sheets- Support for shared image attachmentsWe primarily work with client-facing and operations teams that send out regular account health decks but I'd love to hear what sort of use case you might be interested in!

Hello, I have been trying to update a single select type field. I am using this example script from the official documentation : const table = base.getTable("Suivi des profils 🙋‍"); const field = table.getField("Client "); await field.updateOptionsAsync({ choices: [ ...field.options.choices, {name: 'My new choice'}, ], }); This script works using the scripting extension.I wanted to use this in automations, but of course, updateOptionsAsync() is only available for the scripting extension. The problem is that I need to watch for newly created records in another table and use a specific field value from this created record to add to the single select field.Is there a way to update a single select field using automations ?Or is there a way to automate a script from the scripting extension ?To summarize I need to do this :New record created -> Get a field's value (name) -> Add to options of single select field

Hi I am trying to create an automation where a record in one table (New Listing) is updated by submission and record creation in another table (Sold). Example: Record sits in New Listing and then a form is submitted in Sold, then a record is created in the Sold table. I want this to then update the status of the record in New Listing to Sold?Can this be done? Thanks

Hello, I'm really enjoying building for the first time in Airtable but need some help creating a script (if that's the best approach).I have a form where users will put in 3 comma separated words to describe the Niche they work in.I want to turn this column into tags, so that I can group records by common Niche.My understanding is that I need to write a script to go inside an automation that fires when that field is not empty on a new record (when the form is filled in). And takes the text, parses it based on the commas and then adds it to my Tags column which is a multi-select field.I've tried using claude.ai and chatgpt to write the script portion but they're failing! I'm confident a real human can help me!cheersjonny

Having an issue where multiple paragraphs in AirTable are showing the same bullet point of 1. Rich text is enabled but it isn't working correctly (it shows up correctly in Make.com but doesn't transfer over from AirTable)Please help, thanks!