Automations

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. Ultimately, I just need to be able to graph the data points out to count how many projects were in proce

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 having to debug it if I change some info in my base or similar?2) I assume I'll need to make some basic modifications to the linked script, like updating table names and such. Could somebody point to wha

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 it will clear the origina

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 streamline * their workflow, these users may modify this script by defining the constant * values in the first few lines. The values should be expressed

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 consider the first deliverable it finds (For example, whe

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 I do this? I always get the error 'cannot assign list of string to string'."

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, specifically the Record ID. Again, all statuses are linked to the Project Name through a link through from table 1. If I could automate this part, then I could auto sort p

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.But when I insert this view with "Use Groups" here is the result I get in an email. You can see that each record is individually listed

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, })  The last console.log returns an empt

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?