Automations

Hi, I am trying to automate an email message with invoice details for the finance department to create an invoice. For each record (invoice) I have one or multiple sales, invoice lines, so each record will have fields with multiple linked data. In the body of my email I would like to split out these fields by the invoice line (sold item), but they lump together by the fields on one line.Message body build up: Below you can see Sale #1 and Sale #2 with their corresponding fields are clustered on the same line. I need them to be on separate lines with their corresponding fields:Thank you.Best regardsChristopher

Hi, please help me with this automation. For added info, this is created on a Base within a workspace on a Pro plan. All members on this Base are part of this Workspace as creators.I want to assign a record to a member of my team based off another field's data. We operate in several markets (UK, Nordics, US, etc) and different team members work with different regions. When a record is created with a region, I want to automatically assign the relevant team member to that record.I have tried this multiple ways, and the only one that seems to make sense is the following, which isnt working. I have created multiple automations (1 for each market to assign to the right person)Trigger: When a record matches conditionsTable: Table 1Conditions: When market is (market name) - for this example "UK"Step 2: Update RecordTable: Table 1Record ID: "Assigned to | Name"F

Is it possible to do a header / group each section? I am looking to put a few points under different sections but I cant seem to find the option to add a heading or a divider. Kindly assist.

Hello everyone!Im trying to automate a LinkedIn Image Post using Make. But i have some problems:Even tho my scenario runs successfully, the post dosnt get posted to LinkedIn, the problem is the image.I dont know how to get the image from Google Sheet/Airtable to the LinkedIn module, even tho i use a HTTPmodule, which is weird.Here is the scenario:This is in the output from the LinkedIn module:The image URL is public, so Make can find it.Do you guys have any tips?

Using the insert Grid/List of Records into Automation email how can I include more than the Name field of the record,? Similar to what you can do with a Grid in the Page Layout designer? So the result in the email would look like:Name 1 Date StatusName 2 Date StatusName 3 Date Status Again this is a field in the main record that looks up related records that I want a Grid of, but with more details.

Hey All, I’m looking to have a field that stores a hyperlink version of said URL field that is generated from a formula. I’d like to create this text(hyperlink) either via a formula, or more what I’m thinking an automation? Anyone aware of an ability to update a field with a hyperlink? Thanks

Is it possible to query my Airtable bases, add and modify records, etc. using chatGPT-like interfaces. Anyone encountered such a tool?I mean if you can ask human language questions, like "how many records created today?" just for example. 

I have an automation attached to a button, and I want to insert the user who is logged in to a field. I can’t seem to figure this out. Is there a current_user() formula?

Hi,I have set up a very simple automation. I've created a folder called "Leads Sent" and want any email that is placed there to trigger the creation of a record in my base called "Leads". It works a charm when i test it, both allowing AT to choose the data, and when I manually choose the data. When I turn on the automation and copy any email into the folder, nothing happens. The emails I put in there are a few months old, does that matter, and if so, can I tell the automation to pick any email, irrespective of date, that is new in that folder? Or is there another kink in the system that I am unaware of?I do not want to run this through a 3rd party integration, I want to use AT's own automation, so please stick with suggestions that will help solve that relationship, thanks. Thank you./Christopher 

Hello all! Would anyone know if it's possible to create a Slack > Airtable automation? I am looking to get data on how many times and when a client creates a message in Slack. 

Hello everyone, i'm creating an new Kanban record from a sync table of other base, the sync is ok and also the automation to create is ok, but it only works fine when the whole line is fullfiled at the time, if someone fullfill one cell each time it will create one record for each cell. The issue is that always return that the record does not exist. 

Hey there,I have gone through quite some posts about this topic in the community already, but none seems to solve my problem or maybe I just haven't fully understood how to solve it yet.I have a table "Product stock" and another table "Product catalogue". The product catalogue contains information how many products are in stock by checking via a link and lookup field to the stock table. The link between these table is the product code.However whenever the stock is updated (e.g we have a new product in stock) I have to manually copy the product code from a text column to the link-records field. I would like to automise this step. My approach here is the following:- Trigger: when a record is updated (product-stock)- Actions:Find records: in product catalogue, where product code isn't emptyUpdate records: in product catalogue: Record ID: from find records - selected the link field product-numberfields: link f

Hello,I've configured a Gmail automation to send emails to multiple recipients. However, it appears that each recipient can view the email addresses of all other recipients.I have selected the field "email; value," which contains several email addresses, in the "To" section.Is there a way to ensure that each recipient can only see their own email address and not those of others?Thank you!

Hi all! I am reaching out in hope of finding a solution. So I work for a music instrument manufacturer where we track each job (all instrument specifics) in our airtable database. I am trying to find a way to have a price column that calculates as you toggle the different specs of each instrument. Any ideas or solutions here? Thanks ahead of time!

I use Airtable to track and schedule vaccinations for the animals in my calf barn. Using the birthdate of the calf, I have formulas in the due date fields to calculate the appropriate date to give each vaccine to each animal. Then I have a field with a checkbox to indicate when that vaccination has been completed. I use the calendar view with this table to show me what I need to complete on any given day. This works well, but what I want to create is an automation that removes the item from the calendar view after I check it off as being completed in the grid view. I would even settle for the date of that item being changed to a date 6 months in the past or something, just as long as it doesn’t keep showing up and cluttering my current calendar. But most automations I have tried can’t alter a “calculated date”, which most of my fields are because they are all based on the birth date of the calf. I have been puzzling over this for a week now and am hoping someone out there has a pote

Looking to use a button that when clicked, links that associated record to other selected records.   

Hi Airtables Community!I'm wondering if this is even possible with Airtables?I have 2 separate bases ["Shipment Report" & "Customer Report"]Shipment Report Base has tables to keep track of all our shipments [Air, Ocean, Ground, etc.]Customer Report Base has tables specifically for each customer so they can view and keep track of what's going on with their shipments [customer #001 table, customer #002 table, etc.]Our office only edits tables inside Shipment Report. I set up each table with the primary field "Customer ID". I have created a unique identification code for each of our customers. For example, "001" is tied to "customer #001". So, when a record is created the first thing we input is the Customer ID to know who the customer is."Customer #001" will have their own tables in Customer Report Base. I would like to have each customer's table be linked to the shipment report but only pull records that pertain to them. For example, if w

is there a way to copy records between tables in different bases or how to switch the current base a little example would be helpful thx

I am wondering if it is possible to create an automation where a pool of 10 freelance job candidates are prioritized according to distance from an added Japan Postal Code, and then emailed one after another with a 24 hour deadline to respond if available or not for the job. So if Candidate #1 marks himself as unavailable, then the system would then email Candidate #2. If the entire automation is not feasible, how far could the automation be taken? Would it be possible to do with a free Airtable account? Thank you.

Hi,I have a table that contains Tasks. These are assigned to User using the User/Collaborator field.I want to be able to create an automation that runs daily, finds all the tasks in a view (Follow-up today) and then send an email to each User that is found in this view with a list of all there tasks. I'm trying to think of the best way of doing this without different views for each user. I was thinking I need to find a unique list of users that are in that view and then have a repeating step  to find all tasks in that view associated to that user and then send them an email. I'm not sure how to find unique users that have tasks in that view as there will be multiple tasks for the same users.Any advise appreciated? Jason      

I would guess this question has been asked and answered before, but I can't find an answer.I have a table of contacts and a table of campaigns. I would like to be able to filter the contacts by whatever criteria, and then add a bulk cross reference to that filtered group in a row of the campaigns table, populating the 'Link to another record' field.For example, I have a group of individuals I would like to contact for an event mailing. I have a row in the campaigns table that has details of the event mailing (description, date, etc), and I want to keep a record of everyone who was contacted.If that makes sense as a requirement, is it a job for an automations?

Bonjour Madame , Monsieur je suis nouveau sur air table , j'ai du mal avec ma base , est ce que quelqu'un peut m'aider s'il vous plait.Je voudrais réaliser des conditions sur les automatisations , est ce que je peux faire call avec une personne ?

I have an airtable base with two fields : name and website. Some of the orgs have website filled and some don't.  I want to do the following1. Check if the website column is empty.2. If no, nothing should be done.3. If yes, look for the name of the org in the 'Name' column               See if it matches with the name in an excelsheet/google sheet               Find the corresponding website from the excel               Update it back in airtable against the nameHow can I proceed with this? I read about API calls. Would the update to each record be considered as 1 API call? Is there a way to find records in bulk, match and then update records in bulk? I am okay to do this using Python script as well. However would like to first know if this is possible through airtable automation , automation using make or airtable

Hi all,I'm using the 'Find Records' automation to get a grid of records to email to other people. Though my table is sorted by date, the records are being returned in a completely random order (see attached, specifically the Overtime Worked Date column). Any thoughts on how to make the grid return information that's ordered chronologically instead?Thanks so much !!

Hi guys! Do you experience any issues with the automations these days? Recently, I’m experiencing the slowness of automations. Literally, it takes ages to write anything in the past few weeks. I’ve checked the issues on other machines of my colleagues and they also experienced slowness. Thanks!