Automations

I have set up an automation to send client creatives for approval, which allows them to update the database with either an 'approved' or 'denied' status. However, it appears that they need to create an account to do so. Is there a way for them to approve without having to create an account? Thank you. 

Help please! I cannot figure this out. (I thought I'd posted this earlier but it doesn't look like it went through....)I have about 5000 people in a base and I need to send individual emails to them, so 5000 email messages total. The emails will contain a link to a form prepopulated with a couple pieces of their individual info, and I need them to update their info using the form. I had everything working but apparently overlooked the possibility that somebody would limit the number of these emails that I can send. I don't know whether the problem is with Airtable, or Gmail. The Gmail account being used is a Workspace account (not a free Gmail.com account). What are the limits for this sort of thing and who are they imposed by? Is this something I just can't do? If so, what's my alternative? I need this ASAP so be grateful for any help. William

Hi, im trying to create an automation that will move data from a field with a formula to another tab whenever a trigger is activated, but for some reason, i get this error - “Fields” could not be converted to a string. can somebody help solve the mystery? Thanks, Liran

I am attempting transfer checkbox data from Webflow form using checkbox fields for multiple selects it returns a value of TrueTrueTrueFalseFalseFalseFalseFalseFalse via webhook what is the best approach to convert the true false value to multiselect - Thank you 

Hey All, I'm getting an error message about the Record ID when the IDs are the exact same. All automations are failing with the note "Record does not exist," yet the trigger is succeeding with the same Record Id. Photos below show the failing automation message and matching record Id from the trigger.   The Automation itself is based on formula fields which are populating correctly- photos below. If the Created Time (field) is within a certain Quarter (formula)- then update a single select field in the same record. I have this in 3 tables and for 1 everything is running correctly but for the other 2 everything is failing. Any advice before I submit to Airtable as a bug/glitch? 

I'm working with a Kanban view where we drag action items into Today/Tomorrow (single select) options. I'm currently assigning dates manually, but I'd like to automate this - so that when someone drags an item into the "today" pile, it automatically gets today's date. I don't think it should be a formula (because that would automatically change dates on items that have been done in the past), but I can't find a way to automatically assign a date dynamically (today's date) with an automation. (but there must be a way, right?)

I have created a script to delete  a record but it is giving me an error. Here is the code: console.log(`Hello, ${"300 Replens"}!`);let table = base.getTable("300 Replens")await table.deleteRecordAsync(input.config()['reckUma1c1NLjQADd']); Here is the log:CONSOLE.LOG"Hello, 300 Replens!"ERRORTypeError: Invalid arguments passed to table.deleteRecordAsync(recordOrRecordId): • recordOrRecordId → recordOrRecordId should be a Record, not undefined or recordOrRecordId should be a string, not undefined at main on line 4I got the record id after expanding a record and copying it from the google search bar. Why is the log saying undefined?Thank you

Hi, I have a Make scenario setup, but it is not pulling through any data to Airtable. The Make scenario is attached and is very simple; it Watches for items in Podio and then Creates Records in Airtable. I have set up the link between accounts a few times to double-check that everything is working. I've continued to run the scenario, and it comes back with no errors or warnings, but when I refresh the Airtable page, no data is being pulled through. Any help would be greatly appreciated. 

I have two automations in question.  The last time they both ran successfully was September 26, 2023 at 4:43pm CDT, and now neither work as of today.I'm not sure if its some strange permissions thing or an internal limit? Or was there some sort of update that may have nullified some function that I was using?Both Automations concern making records, both revolve around the same main trigger (one actually waits to verify the first record is made before the second record is made).The first record automation just does not want to run it seems. as per the screen shot, it was working 2 days ago with no issues.When testing, first it said it lacked permissions, so I changed the receiving table's permissions to open.  Then it said it couldn't enter information into certain fields because it was a computed field (the table it would be making the record to, those fields aren't computer).  I found work arounds just in case, but now suddenly it seems to be working with both - the fie

Hello, We are struggling to extract the first image of a column called "photos" then re-upload it in another column. We tried to do it by having a formula to extract the first attachment url (which is working) : (IF(BLANK(photos), "", MID(photos, FIND("(", photos) + 1, (FIND(")", photos) - 1) - (FIND("(", photos)))) Then, using the following automation to upload it in our target column "1st_photo" :=> WHEN a record match conditions "photos" isn't empty THEN update the column "1st_photo" using the url from the formula column as input. However, this automation isn't workingI guess the issue come from the attachment url. Do you have any idea to handle it ? Does it require a script ? Thank you very much ! 

Is it possible to create an Automation so an email send 2 days after record updated?

We're a real estate company looking to have Airtable Automations help us get client feedback on properties we present. Ideally, the process would look as follows: We add properties to an airtable base Once status is changed to "pending client feedback", an automated email sends the property information to the client. I'd love for that email to be able to solicit client feedback via button/checkbox/text field, for instance client received 123 Main St and did't like it they could have the option to "reject" (via button or form?) which would update the record in AirtableIf they liked the property, opt to "like" or "shortlist" the property which would update the record and trigger additional notifications to our team that the client wants to tour this site. 

I've seen great docs and help for this for MS Excel on Windows.. but MS has not released the Power Query Editor for Excel on Mac.  Has anyone successfully done this, using any hack or workaround? TIAGary Wong

Hello,I am stuck at automation and would highly appreciate help with the issue.I have the tables:Projects (linked to operations),Operations (linked to projects, stakeholders, products, accounts),Stakeholdersand Accounts. What I am trying to do:If you create a project, I want to create several rows in Operations table (with template) - one for revenue, several for fixed costs.But I want to input the Stakeholder and preferably product, when adding a new project.Scenario:1. Add project (project name, stakeholder)Projects Table:Project NameStakeholderTEST1X2. Template created one row for Revenue and several rows for fixed costs in Operations. What I want is to fill in the same stakeholder for Revenue entry in , which was chosen in Project entry.Operations Table:ProjectStakeholderTypeTEST1XRevenueTEST1 Cost1TEST1 Cost2

I am new to Airtable.  I have a base of speaking engagements.  I want to send an automated reminder to my boss when the engagement is 5, 3, and 1 day away.  I am able to get it to work the first time but I can't get it to know that the time is getting closer.   From what I read, DATETIME_DIFF used with NOW() doesn't update daily.  How to get this to work?

I have a base that I use for onboarding new users. New records are created via a fillout form. I want to create a linked record in my Agents & Staff table, as well as my phone directory table when a new record is created in onboarding. I know how to link to an existing record, but I am stuck on creating a new record and linking.

Hello you wonderful people! Small roadblock I've encountered that I am hoping someone can help with. I would like to use Airtable for our team to record meeting notes. When a new record is created in that table, it would be great to have some text pre-fill, much like in the manner default values can be assigned to some Field types. Since the default option (as far as I can tell) doesn't exist for Long Text Field type, I figured I would use an automation. I tried a simple test. I tried to get the automation to produce rich text entry, or even multiple linesEven using markdown, I was not able to get more than a single string of text to appear... ie it looks like this on my best efforts: **Action Items:** <br> * 1 <br> * 2 <br> * 3 The Goal is to have a much more complex volume of text (ie default questions for one type of meeting, default questions for another, action items, follow up reminders, priority... etc etc...Is there a solution?  

Hello, everyone,I'm trying to create a email off of the scheduled time trigger that gives the recipients a list of the current records in a view (aka for review). The records in the view have critical documents that I need in the email, but I am running into an issue where because I have to get the records from Find Records instead of triggering off of their appearance in the view, the attachments can't be added, even if I make the fields they would be in visible in the grid.If anyone has any recommendations, I would love to hear it as the individuals receiving these emails are not going to be active in the bases themselves.P.S. If anyone is curious, this is my current automation:Trigger: At Thursday at 11AM -> Find Records based on view (x) -> Send Email (Use grid with relevant information.) The grid contains the attachment fields relevant but always show as empty.

Hi everyone! I'm trying to create an automation that tracks data from two columns. We have a "planned publish date" and an "actual publish date." I'd like to have a way to track how frequently records are published within a week or so of the planned publish date. Is there a way to set up reporting in an interface for this? Or an automation that can compare the two dates and perform an action if they're within a certain timeframe to one another? I haven't tried writing my own script, but I'm open to that, as well as other suggestions. Thanks so much! 

Hello everybody ! I would like to set up an RFID card reader system for my fitness center that will be linked to a database. I would like to have the time when a customer scans their RFID card saved in the corresponding customer line and change his status from something like “Inactive” to “Active”. Can I do this with Airtable? I’m kind of a newbie :slightly_smiling_face: Thanks in advance !

Hi,I am looking for a way to make my 'Last Modified' column update when a look up field updates. I understand that this is not directly able to happen as it is not an editable field. But I was wondering if I could do this with automation? The look up field is a text box and could contain anything.

Hi all, I have automation setup to put notes in long text field when certain conditions met (and was proud of myself :winking_face: )…BUT when it triggers it removes and REPLACES any text that may already be there…just wanting to add additional text in that field…can that be done?

We have dozens of automations that I've built running in our paid plan. Troubleshooting an automation in a free plan, so I may be missing something obvious!- Automation Trigger - when form submitted. - Slack Action - send channel message with simple text with field data from the form. This was running for months with no issue, we edited the message field and the automation tests run successfully. we see the post appear in the correct slack channel BUT.. we can't get the Automation Toggle to stay on.  (It is on for one second, then reverts to off.)We're below the 100 automation limit for the Free plan, so not sure what else might be causing this.any suggestions?  

How do I update a record on a table, based on a record on another table that just got updated, it requires a record ID but the update record automation action only gives the record ID of the just updated record and not the ID of the target record

Hi and thank you for any help you can provide.I have created an automation so that when a record status is set (trigger = Pending), I get an email and Slack notification.I would like to know how to include record information in the notification. Right now, I'm just getting the message I typed in the Message field. Can I add record specifics there? I would like to see when the record was last modified, which in this case would be when it was set to Pending. I would also like to include other fields, such as the headline and writer.Thanks for your help.