Automations

Hello!I'm fairly new to Airtable, but I have found myself stuck on something and I'm unsure the best approach.  I have a base that is receiving data from submitted forms for security requests.  These requests are worked on by 3 different staff members.  I've built interface views for each member and I am now trying to add a button on each interface that once clicked, would update a record with a blank "Assigned to" field to their name and thus populate into their interface view.  Is there anyway to do this in Airtable? It could be I need to think about it in a different way rather than updating a field, that's why I am reaching out!Thanks!!

I'm adding a row in sheets successfully but only 2 of 6 fields are being copied over. What could be the issue? Thanks.

Hi, I have multiple automations pulling data from formula fields, that have been formatted to include the euro sign. This works fine in the data, however when I pull the values into automations, the euro sign and formatting that I put in the formula field isn't applied. The base I am using is under a free account.  Could you let me know of any solutions?  Thanks 

I ran into an issue setting up an automation for some colleagues of mine. We all work in the same workspace, but depending on the team there are different tables within the workspace to manage their work. To keep things simple, lets say Team A works in Table A, and Team B works in Table B.Some of the work Team A does in Table A is for Team B. Team B asked for a way to see just that work in their production calendar on Table B. I created an automation pulling just the pertinent info from Table A to Table B so they can keep track of it. (I am oversimplifying this for the sake of my issue.)The automation has so far worked perfectly, with one issue. Team A uses a Date field for their Due dates without a time field, Team B uses a Date field for their due dates with a time field. For whatever reason, when the automation runs, it will change Team A's due date (ex. 1/2/24) to the day before at 7 or 8pm (ex. 1/1/24 7:00pm). Both date fields use the same date format of "U

https://airtable.com/apprdPguzaBCfjD56/shroyWamJGrG0yeMiIn the sample base above, I have two linked Tables. One is a list of projects, the other is information for a quarterly report. Currently, I am linking the tables to each other manually when updating project start and end dates. For example, if I add a new project scheduled to start today and end 3/1/2024, I'd add a new record with a start date of 11/30/22, the end date of 3/1/24, and then link it to the "2023 Q4" and "2024 Q1" records from the second Table. Projects don't often (if ever) end when planned, so I come back and update the end dates often which means I also have to go back to check the linked Quarter records to make sure they're still accurate. This seems like something that should be easily automatable.I don't necessarily even NEED the Quarter Table. There is no other information about each quarter that I collect.

Hi, is there a way I can send a webhook to an automation in another base via a button which runs a script?So like:press button on record on base A > runs script > script sends webhook to base B > webhook triggers automation to create recordI can achieve what i want via a checkbox and syncing but i dont want them to have to uncheck and check the box to do it againAny ideas?

I need an automation to remove a linked record from a linked record field, without removing all linked records from that field.For instance, if a student is in enrolled in the courses 'knitting for war, animal husbandry and marriage, ice cream + pies', but drops 'knitting for war', I'd like the automation to leave the field as 'animal husbandry and marriage, ice cream + pies'. I gather from some forum browsing (specifically this thread) that this cannot be done without scripting. The good news is someone posted a script on that thread. Yay!The bad news is that the script looks like hieroglyphs to me. So, my questions:1) Is it even safe to implement a script for someone whose understanding of scripts boils down to 'it's magic, I guess?' Like, do I need to worry about ha

I've been working on a project where I'm utilizing Airtable for data management and an external automation website for process automation. Everything was running smoothly until I encountered a peculiar issue. I'm struggling to seamlessly integrate the automation website with Airtable.The challenge lies in ensuring that specific triggers in the automation website accurately update corresponding records in my Airtable base. Has anyone else faced a similar situation or found a workaround for such a nuanced integration? Your insights would be extermely valuable in helping me to sort out this process.

Hey community, Aundre here. I hope you're all doing well!I found this script on YouTube that works once you're on any table view where applicable. I need to automate it to work without being on a specific view. When I run it from automations, it does not work, I get the error below.The automation I am trying to create is to run whenever a record enters a view. It should run the script which compresses images in the IMAGE column via TinyPNG, and then output them in IMAGE COMPRESSION. However, I find that I have to be on the view itself, click 'run script' for it to work. The automation however is not running from a view standpoint, hence why I believe it's giving an error.After the image has been compressed, I'd like the IMAGE column to clear (delete) the original image, leaving only the compressed one. I've been able to do a simple automation for this by making the action an Update record and leaving the IMAGE field blank. However, I need it to be in one where i

Hi everyone, I am trying to automate an SMS using a basic Twilio script that I found here: Twilio Script This script works when I run it within the script app, even with my changes made to disable to input text. When I run the same code in the automation run script action I get the error code ‘ReferenceError: btoa is not defined’. My code is below: * Twilio send SMS script * * Send a single SMS to a provided telephone number using the Twilio service * * The Airtable "Send SMS" Block (available to customers with a "Pro" account) * is capable of sending many messages in batches based on the contents of the * Airtable Base in which it is installed. * * **Notes on adapting this script.** * * The script prompts for input every time it is run. For some users, one or * more of these values may be the same with every execution. To st

I have email automations that are sent out when a record matches conditions. When a date is one day ago an email is sent. Overnight this has not worked, emails have sent even though the field date that triggers the email was not one day ago. What could be the cause of this?Could this be caused by the time zone airtable uses? It says it is in GMT, but the date generated in a field is the wrong date?

I have around 40,000 addresses that need to be assigned to a precinct. I was curious to find out if there was a way to give airtable a range of addresses, so it knows what precinct to put them in, and assign the addresses a precinct automatically. Thanks!

Hi everyone, Hope you are doing well. I need help regarding an automation 🙏 I'm struggling to do it so I'm asking the help of the Airtable CommunityOn my base, I got a table calls "Project table" where I put all my project here. In this table I got a Multiple select field calls "Deliverable" where I put all the deliverable of each project : Email, Post, Analysis. On my base I also got a table calls "Task table" where I want to automate the creation of all the tasks regarding each deliverable of each project. For example:- I got a Project on my "Project table" with 2 deliverables : Email and Analysis - I will need to have on my "task table" an automation who will automatically create all tasks regarding the creation the deliverable "Email" and "Analysis" (as it's the same tasks for each email and Analysis) My problem here is when I have multiple deliverables, my automation will only

Hello everyone, I need help with automation. 1. I have Table 1 with the primary field 'Date' where I receive in a column 'Complete Description' a long and annoying detail2. I want to simplify step 1. based on the primary field of Table 2 'Expense' where I have a list of expense types. 3. So, when a record is created in Table 1 AND CONTAINS ANY OF THE WORDS from the primary field of Table 2 'Expense', I want it to be placed in the column 'Details' in Table 1. How could

Hi there,New to AirTable and Automations but was hoping to get some help with setting up my first workspace. I currently have 3 tables: Project PortfolioProject WorkplansProject StatusesIn the first table, I would like to display the Next Milestone and most recent report / status. On the milestone side, this would somehow be a lookup of the tasks in table 2 (All workplan records are tagged with the right project). So if there were 5 records for Test Project and the next future dates were 11.30 and 12.04, I would want just 11.30 to display.This is what table 1 looks like right now. For status, I can manually pull in the status I would like, however I would like the status to update from Nov 27th to the next week when a team member submits a form with a new status update. I am struggling with the automation there, spec

I have a base where I have a template table - let's call it Table A - that I copy to create new tables with the identical structure (i.e. all fields are the same). Is there any way to have the automations associated with Table A be automatically created for Tables B, C, D, etc.? Failing that, when I manually copy the Table A automations, is there any way to have it recognize the fields with the same names in Table B and not force me to reselect them each time? (In my use case, each table represents a different event, but I'm sure there are many other use cases as well!)

Hi Airtable community,Does anybody here utilize any third-party consultants to help set up automations and integrations? If so, are you able to recommend any quality consultants that our company can reach out to? Thanks!

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