Automations

I like this reminder feature I tapped into sometime last year.  I am using it to monitor subscriptions based on their "Expiry Date".The triggers have worked so far, but I just noticed that obviously the Expiry date needs to be updated each time the date passes so that the reminder is triggered yearly/monthly recurrently, until I set the subscription to "Disabled".  What is the best way to do this?Sorry if this has been covered.Many thanks 

Is it possible to share Airtable automations between other users or bases? I’m interested in the following depending on the situation: Create an Airtable Automation and then share it with another user Create an Airtable Automation and then share it with another base Share a Base and allow another user to copy the base with it preloaded with automations Thanks!

Hi! I'm trying to create an automation to assign a due dates to tasks that all have a due date of Thursday, and the tasks vary by how many weeks out they should be completed. For example, our "Final Paperwork Due" task always needs to be due the Thursday 2 weeks out from the event date.I've been able to make a formula that can automate the deadline to a certain number of days out from the event, but I can't pin down how to always make the due date a certain day of the week. Any help appreciated!

I am trying to create an automation that will update a record. I want to add a linked record from one field (Field A) to a different field (Field b). Field A will have only one linked record in it. Field B allows multiple linked records. Right now, whenever i update the record with the info from Field A, it either overwrites everything that was in Field B or it creates a new linked record that merges the info that was in Field A with the info that was previously in Field B. Is it possible to automate this kind of update? thanks for any help! is this possible?

Hello My department is trying to decide whether to move forward with Airtable or not and the feasibility of the items below would help us decide. Is it possible to do the following in a native airtable form? If so, could someone please tell me the specific steps I should take? I’m currently using the trial version. Unfortunately I can’t use any third party integration but I can use the extensions currently offered within airtable.1/ Can Airtable auto populates fields whenever a selection is made in another field?I thought “link to another record” was it but apparently it isn’t.There are project IDs that the form submitter will choose from a drop-down that are linked to specific tasks, owner names and other values that need to be auto-populated whenever said project ID is selected 2/ Is there a way to create an automation between my form and main excel spreadsheet in Airtable

Hello, Can someone help me if this is possible or not?You may watch this loom for more information.So we have this view called "HitList" which came from the sheet of "Client Briefs" This hitlist has our client list that is waiting for some properties that we need to buy for them. We also have another view called "Rejected" which is under the sheet of "Properties" What I'm trying to achieve is that,Is it possible to gather all of the Rejected properties and group them to specific clients from the Hitlist?Do you think this is possible, if yes could you pl

Hi. I am trying to use the "Find Many Records (With Line Item Support) in Airtable" in Zapier and keep getting zero results. My goal is to attempt to return all records that had a specific column modified that day.Airtable:Zapier:      

I have an expense base.It has two tables - All Expenses and Budget.The All Expenses table contains a form that is filled out by anyone submitting an expense. It will categorize based on program, sub-program, and category within that program.The Budget table contains every category of budget items. The overall program, then the hierarchy of sub-program and category within the program.The automation I created triggers upon the creation of a record in the All Expenses table via the form. It is set to find records that match in program, sub-program, and category. Once found, it will update the budget item record in the Budget Table. Specifically, it will update one field titled "All Expenses" in the Budget table. This field is a lookup field to the All Expenses table. There is a connected lookup field that will show the value connected to the title of the expense attached. So, the theory is that as expenses are submitted via the expense form, the automation w

Images to make it easier to understand. When a record gets the single select category “Investment from private”, this automation triggers. This is synced directly from my business bank account every day. This is the record i want to update: Thought i had it covered with this automation: Buuuuut the automation overwrites the linked records instead of adding to the end of it. Is there any simpler way to deal with this? Do i have to use a script instead? This is for a client that deals with tons of transactions and i have to make a separate table categorizing cashflow.

I received this message " The Zapier third-party integration's access to your Airtable account has been automatically revoked by Airtable"  I cannot find where in Airtable to fix this.

HII'd like to update my current job submission form to collect extra details on certain projects.  I only want this new field to appear if Job Type "XYZ" is selected (I know how to do that part!)Part I need help with:I need the submitter to answer a few questions pertaining to the job. I'd rather the answers all sit in 1 field rather than have a separate field for each question.  How do I get a Long Text field to be pre-populated with this text, so that when it is triggered to show on the form, all they do is add their answers?• Question one goes here?• Question two would be here?• Question three would be next?(Note: This answer will help us blah blah blah) Fingers crossed it's possible.Thanks!

Hi There,I have an issue using the Send email Automation,I have created an automation to send an email that embeds a table that results from a query.It works well except that my table embedded in the email include dates that are not sorted, and it is required that my table is sorted by dates.ThanksArnaud

FolksI am getting this error now, after thousands of emails sent through several automations along the time, using only one email."Google reported an error while processing this action:You've temporarily hit Google's rate limit for sending emails."How can I prevent to get this error?What is the google limit?Will a professional google account prevent this from happening?I am trying to get these answers from the net, and nothing yet has showed up.Did someone already got one of these?Thanks in advance for the help

Hello! Please help 🙂 1. I have an "all expenses" tab where we input all of our event expenses. In this tab one of the columns is "event" where you select what event that expense is tied to. 2. We also have a "budget summary tab" that includes what was budgeted for each event as well as an "actuals" column next to it for each event. 3. I am trying to make everything entered in the "all expenses" tab populate the actuals column of the correct event in the budget summary tab. 

When editing an automation that uses the Find Records module, the "Test Action" function outputs the resulting records in a nice pop up table. How can I get this same functionality with the published interface/automation? If I don't add an output, then initiating the automation from the interface (in my case a button), yields a "Started" notice at the bottom left, but then nothing. I've been able to get the output to go generate a GoogleDoc, but this is cumbersome. I really just need to be able to Copy the text (and paste it into an existing email reply).

Hi all,I need help getting my new records in Google Sheets to show in Airtable. I created an automation as followsAfter successfully testing the automation, I see the new record in the automation window; but when I go to the data table, it is not there. What could be causing this, please? Thank you 

Hi all- When a campaign needs to be created in CRM to manage email/email journey, we need to inform the digital team which CRM instance this is for. How can I create an automation to allow users to indicate which of our three CRM instances to choose in an activity? 

Hello Community!I have run into a perplexing issue when trying to automate attachment field updates or use script extensions to convert a url to an image asset.In my automation script I follow these steps:- make call to external api to get order data- pass that data to a function- the function preps the data and creates an object that holds the table field names as keys and the response data as values.  // values come from parsing the api response data and assigning that data to variables // ex. let recordName = data.name let myObj = { "Order #": recordName, "Part Name": part_name, "Order QTY": quantity, "Image Url": image, "Image": [{url: image}], }   - The object is then passed as an argument to createRecordAsync(): table.createRecordAsync(myObj)​All the values popu

Hi team, I have created an automation scenario with Zapier to automatically create an interaction on Airtable when a google calendar event is created. Is it possible to add a filter to only create interaction when the event concerns a webconference like Zoom or Webex? Thanks for your help! Best, Ned

Hello,I wrote this code and it works perfectly as I want in Script extension but in Automation it is a mess. The first part of the code works fine in automation but not the second part, so only the second part needs to be adjusted. Here is the whole code : // first part of the codlet poTable = base.getTable('PO');let transpoTable = base.getTable('Output');let poRecords = await poTable.selectRecordsAsync();let transpoRecords =&nbsp

Hi everyone! Please give advice on how to sort a list of records inside a Google Doc. 

Hi there!I've created and automation that does the following when a record getting updated...Watches FIELD A for update (which I do a copy/delete/paste of 50 records to trigger)Finds all records where FIELD A contains FIELD A (identical names)Updates FIELD F with a list of values FIELD B using FIELD A matches (x50)Updates FIELD E with a list of values from FIELD C using filed A matches (x50)Updates FIELD G with a list of values from FIELD D using filed A matches (x50)Here's where I need support figuring the next part out...Once the above automation runs and I then update 1 record in FIELD A the automation will still run but only tweaking that 1 record accordingly...Watches FIELD A for updateFinds all records where FIELD A contains FIELD A (identical names)Updates FIELD F with a list of values FIELD B using FIELD A matches (x1)Updates FIELD E with a list of values fro

Hey guys,Trying to create a template that will be sent to a customer based on a records status. I want to create a button that gives the client receiving the email the opportunity to click "approve" which will then fill the field and give me the chance to create another automation based on the entry.When the email is sent, the button after "approve here" is not there. Is this possible? 

I recently created my first automation with conditional formatting. This is a great feature that I will be able to get a lot of use from, however, the only condition group in my automation that is working properly is the first one. The run history will show that the others have worked, but my team isn't getting Slack messages from the automations like they're supposed to.  How do I fix this? 

Hi I'm looking to create a way to delay an automation (The automation is that every time someone creates a ticket it will automatically create in their Outlook calendar a new appointment/reminder) the issue that I have is that if I put in a date that I would want for some reason it creates itself on the day it was created not the day that it's being scheduled for.Is there any way I can schedule to the day it was created to the scheduled date and not the date that was created?