Automations

Hi Folks,I hope this post finds you well. I'm working on setting up automation in Airtable where a script runs upon creating a record. The script involves an API key, and I'm looking for a secure way to handle it without hard coding.Ideally, I'd like to use something like process.env.ENV_VAR to reference the API key securely. Is there a recommended method or best practice within Airtable for achieving this? I want to ensure the key is stored securely while still being accessible for the automation to function smoothly.Any insights or guidance on this matter would be greatly appreciated. Thank you in advance for your assistance!

Hi all!I'm out of ideas and I need help. I have an automation which sends an email to a specific staff member (it fetches the email of that staff member in my table) when a date field is updated in a record. When I create a record and update the date field before adding the informations of the staff member, the automation ends up with an error message (which is normal since the email field hasn't been filled yet). Any ideas of how I could do the following by using an automation ? :When a date field is updatedAnd the email field is not emptySend an emailBest! David

HiIs there a way to pull a last contact / email traffic date for a selected email address / domain?E.g. I'm emailing with joe@company.com  and I want to have a cell that pulls a date of a last email from Outlook (regardless if its an email sent by myself or by a recepient)Seems easy, but I can't seem to find the solution. 

Hello, I am wondering whether it is possible to add an image to the body of the emails that are sent using automation? I want to add the logo of the company to the signature. Thanks Amir-Homayoun

Hey everyoneHoping someone can point me in the right direction.I have a table where I created a custom view and grouped the records based on a "Service type" field. In the table view I get a few different groups with several records in each group. This is working as I would expect.Next, I have an automation that finds these records based on the custom view I created. I then insert the results of that Find Records step into an email as a Grid of Records and have the "Use groups (if any)" switched on.What I get in my email is not expected. Each record is individually displayed within their own section within the group.Hopefully the images below help.Here is what my custom table view looks like  (I had to blur the data)As you can see I have 4 groups (A,B,C,D) and there are records per group. This view is exactly what I am looking to have in my email.

Hi,I receive information from a webhook trigger at the beginning of my automation. I want to apply conditional logic based on the values of certain variables in the webhook data (in this case, I'm using Stripe to trigger this Airtable webhook). If you examine the structure of the data contained in the webhook, you'll find that most of the useful variables are located in Body > Data > Object > ...However, when i try to set the condition in the Conditional logic block, I can't have access to the variables in Object (there is no little arrow ' > ' on the right)... Is this bug ? Is there a workaround ?Thanks for the help,LF

hi guys, i try to use web clipper for getting data from linked in automatically in my airtable. im new to airtable and also to HTML. so i tried to set up the webclipper by selecting the HTLM atributes with CSS search. But unfortunatly my set up is not correct yet. can you help me and answer if i picked the right html attribute or notationfor example i attached my aproach for the websitewhen i start the extension in chrome, no records are made in the airtable so far.  thank you a lot!regards jana

HiI have two tables: Table A that has a period_start_date and a period_end_date and Table B has a bunch of rows with a date columnIn an automation that's triggered by a particular row on table A (which means I know the period_start_date and period_end_date to use) I want to find all the records from table B where the value in the date column lies between the period start and end.The "Find records" automation seems to allow only static date values, but I need to use the period start and end dates from table A.Any suggestions on how to do this without having to fetch all the rows from table B and then loop through in code, which feels very wasteful and slow.Thanks in advance

One of Airtable's FAQs on how to use a form to modify existing records utilizes automations. Fine, but if I'm going to use this a dozen times a day I'm going to be hitting my 100 monthly automation runs pretty fast, especially since I also want to email daily and weekly reports.So I ask, do automations acting exclusively within Airtable count towards that 100 number?

  console.log(`Starting...`); let table = base.getTable("Imported table"); let inputConfig = input.config(); let last_name_array = inputConfig.last_name.split(' '); let formatted_first_name = last_name_array.shift(); let formatted_last_name = last_name_array.join(' '); console.log(`Customer ID: ${inputConfig.customer_id}`) let response = fetch(`https://api.shop-ware.com/api/v1/tenants/xxxx/customers/${inputConfig.customer_id}`, { method: "GET", headers: { 'X-Api-Partner-Id':'xxxxxx', 'X-Api-Secret':'xxxxxx', 'Accept':'application/json', 'User-Agent':'PostmanRuntime/7.34.0', }, credentials: 'include', }); let body_response = await response; let json_response = body_response.json(); console.log(json_response); await table.updateRecordAsync(inputConfig.record_id,{ "First Name Formatted": formatted_first_name, "Last Name Formatted": formatted_last_name, "Business Name": inputConfig.first_name, }) &nbsp

Hello!I am just starting out with AirTable and I am trying to create an automation that when an item is moved to the status "Backorder" (this should happen when the field "B/O Qty" is greater than 0) in my "Open Orders" project, it is then duplicated into another project called "Backorder Clip". Once the order status is not "Backorder" anymore (or the B/O Qty goes to 0), it should be deleted from the "Backorder Clip" project and moved to the "Not Started" status in my "Open Orders" project. I can't seem to figure out exactly how to achieve this. Any help is greatly appreciated. Thanks so much!

Automation set up was.Step 1: When a record matches a condition.Step 2: It will update a field which is the "Client Portfolio Record" (this is a linked to another record field to a view called Client Portfolio)This automation was just working fine before, but there was a change happened on the default column in "Client Portfolio view" which caused the issue. If you suggest putting it back to the normal setup, I can't because the default column in "Client Portfolio View" which is the "Portfolio Title" should be in formula type now. It should also remain as default column.  Is there any way to update this automation even if the Portfolio Title is still a computed field?

We have connected our event registration from Wordpress to an Airtable table through Zapier and it was working for a while until it started glitching.. After a while we only started seeing part of the registrants, while the other part is not showing in the table, although we see it in Wordpress. We tested it out and got this screenshot.. The test go through as not an issue while this keeps appearing and we keep getting notification emails that something went wrong. Thanks everyone

Hey everyone,Running into a bit of a puzzle here. I'm managing our subscribers table and a CRM for member benefits. Both are on separate platforms, not even in the same database. Wondering if anyone has experience with a double synchronization setup between two tables on different platforms? Is that even doable?Would love to hear your insights and tips if you've tackled something similar.On a different note, www.startupbenefits.eu – offers some pretty neat resources like $750K in perks, investor databases, pitch decks, legal templates, and more. Might be worth a look if you're in the startup game.

I have a button that I would like to trigger two tasks: 1 - trigger a webhook that passed the data to zapier (done) 2 - automatically update the value of a single select field to ‘true’ While the webhook script runs when I click the button, it seems that the other script I am using (to update the single-select) wants to take in a user input every time and it does not run automatically. Is there a simple way to set the value of a single-select field automatically to true without me having to specific the field and the value every time with a script?

I am trying to create an automation that sends an email or a slack notification when a record matches conditions when X is one month from now. However, I received the following message. I have included two screens shots (a) the trigger and (b) the table and conditions chosen. Can anyone advise me to how to fix this issue?  

Hello, I am trying to create an algorithme in AIRTABLE using the script automation. I have 3 tables : Mission_Request, Cookers and Companies. My script compares all the pattern in both Mission_Request (wich is connected to Companies table) and Cookers and when there is a match, it is supposed to fill the "MatchingCookers" cell in MissionRequest with the Cooker best match. My script doesnt' have any type of error and i don't have any kind of mail error. My script is active. My journal log don't have any kind of error. Does anyone have an anserw ?? It will be very helpfull. Thanks !!! And i would like any advice from people who have made an algorithme in airtable!!! Thank you! 

I am trying to assign 4 different users records as the come in.  I found this code const collaborators = [ {name: "Person 1"}, {name: "Person 2"}, {name: "Person 3"}, {name: "Person 4"} ] const chosenOne = collaborators[Math.floor(Math.random() * collaborators.length)]; output.set("collaborators", chosenOne.name) My problem is that it doesn't exhaust the 4 names before repeating.  What do I need to do to this code for it to go through all 4 options and then repeat?

Hi,I am running into issues. I am not a coder at all and I ask GPT to help me. Usually, it does a great job in writing some basic scripts and it has already created nice solutions with scripts. But this time, I am running into issues. I have a huge database and I was asking GPT to write a script to merge duplicates. When I do it one by one, it works. But as soon as I let it search the whole database, it crashes and mentions that it's taking longer than 30 seconds. I was trying to break it down into smaller views, but the problem is that it should check all the data actually, and searching records is also not an option since that's limited to 100 only. Any idea would be awesome.here is what i got from GPTOption 1// Access the table let table = base.getTable("Online Stores"); let query = await table.selectRecordsAsync(); let records = query.records; // Define a map to track duplicates let recordMap = new Map(); // Identi

Hello Airtable Community,I'm encountering an issue with an automation I've set up and would appreciate any insights or advice you can offer.Here's what I'm trying to achieve: I have an automation with two steps. The first step is a "Create Record" action, where a new record is added to a table. The second step is a script that should modify a field in the newly created record.The problem: In the script part of the automation, I'm trying to access the ID of the record created in the first step. However, when I run the script, the variable that should hold the record ID (createdRecordId) is coming up as undefined.Details of my setup:The "Create Record" action seems to work fine, as a new record is indeed created.In the script, I'm using input.config() to access the record ID, like this: let inputCon

Hello! I am trying to automate the following process: when a file is uploaded to a specific Dropbox folder, a new record is created in Airtable with the file attached. This works fine, but there is no preview in Airtable. I have created the following automation in Make (formerly Integromat):Here are the details of each step:  Below is what is seen in Airtable. As you can see, no preview is shown.I have already done some troub

   let table = base.getTable("Cashflow Grid (Sales Pipeline)"); let inputConfig = input.config(); let record = inputConfig.record; let mmyy = inputConfig.mmyy; let i = 0; const table2 = base.getTable("Cashinflows") const fieldName = "Name" const queryResult = await table2.selectRecordsAsync({fields: ["Name", "Record_ID"]}) const ids = queryResult.records.filter(record => ( record.getCellValueAsString(fieldName) == mmyy )) console.log(ids[0].id); output.set('Cashinflows_Record_ID', ids[0].id); let id1 = ids[0].id; console.log(id1); for (let records of record) { let recordId = record[i]; console.log(recordId); await table.updateRecordAsync(recordId, {'Cashinflows x 1st AZ': [{id: id1}],}) i = i+1; } console.log(record);    

Hello community,I am trying to automate the following problem:I have a stock table "Stock" and a catalogue of products "Catalogue". Not all products from the Catalogue are listed in the Stock and the Stock changes on a regular basis. The availability of products from the catalogue is linked via "Link to another record" field to the stock the value used for this is the "articlenumber" So when the stock changes (e.g. we have a new product) I need to manually select the article number in the linked field for the new product.So I created an automation that runs daily at 8:00 am and runs a script that is supposed to copy values from field "Articlenumber" to field "Articlenumber-linked" in the catalogue if a record with this article number is found in the stock. This is my script:  // Get the current tableconst currentTable = base.getTable

I am trying to create an automation. I have succesfully created a trigger for when a "Delivery Date' gets updated however when i go to create the action, it will not allow me to select the trigger as the input.  Essemtially, when the delivery date is updated, i need the "Location" to update to "Out". Any help would be appreciated. Thank you

I have a field where an agent selects a status and it will show last modifed by his name.But when another guy redo the same thing, it is changing to his name. How can i restrict modifcation of a field which is already done by one agent.