Automations

I want to use the “send an email once a record is created” automation tool, yet I want it to from an alias account connected to my g-suit account. For example- once a user is registered to my website I create a record containing all his info. then I want to automate an email welcoming him to our service, yet I want the mail to be sent from an alias account (info@…com) and not my personal address (for example- david@…com). Airtable allows me to connect my g-suite account (david@…com), but the alias account (info@…com) cannot be connected (because there is no actual account). Any suggestions on how to set an auto-reply from my alias account?

Hey y’all, Starting to dip my toes into Airtable Automations which are pretty neat, but worried about long term maintainability if I am to lean on them more heavily. Do you all know of any ways to report errors within Airtable itself? Or is it better to wrap all scripts in a try catch & report to an external error service like Sentry?

Is it possible to set a table to sync from an Excel Sheet?  I know I can import data, and I know I can setup Bases to sync, but I'm looking to set up a Table to pull data from an Excel sheet and keep up to date with those changes.

Hi all, I've been a fly on the wall in the community for a while now, today I need some help. I reviewed this post to help me with my problem, however I'm still running into issues I can't seem to get around with my current ability. For reference, I'm getting comfortable with formulas, but have no scripting/coding experience. https://community.airtable.com/t5/other-questions/create-tasks-from-templates-table-via-button-automatically/m-p/47873#M9641 I need a template of tasks, like in the above post; but I need to be able to repeat these tasks for several projects. I've managed to get this above suggestion to work, but it turns out that I need to be able to make NEW tasks that aren't linked to each other, every time I trigger my automations.E.g. My base is built

An automation is failing with the following error:"field "ID" cannot accept the provided value: cannot modify a computed field" The automation is supposed to create a new record in table "grants", when the "proposal" form is filled in. However, the automation fails to create an ID in the "ID" field in the "grants" table.  What is strange about this error is that sometimes it works and sometimes it doesn't. I don't know why. Looking forward to your response.

We have two bases, a UAT and a Prod base.  Changes are made to the UAT base, and once approved, we sync to the Prod base.  We notice that the records themselves sync over, but they are not in the same order.  Are we missing something or is this a limitation of sync?

Hello, has anyone experienced this issue as of now on October 6, 2023?I usually copy and paste leads from our sheets to Airtable to directly upload leads for our campaign. However, at 5am ET, I couldn't even copy and paste a single row into our database.Is there a solution for this? I noticed announcements stating that Airtable is performing database upgrades today, so I suspect that might be the reason. However, I'm not sure if this is happening only on my end.I would appreciate hearing from others as well.

Hello everyody,I have 2 tables with date column.When record is created in Table 1, I want to find all the records in Table 2 where the date is the same.For this case i need to use a condtion with dynamic date field, I found out I can do it with a string field using the gear icon and choosing 'dynamic' instead of 'static', though I couldnt find this icon when conditioning date field.Is this function unavailable, or am I missing anything? is there a different way to do so? 

Hi!Just wondering if there is another way to use "does not contain" condition in automations.For example.. I have one field (named Country) with all countries. And then I have three different emails.If the person is from Slovenia, they get email in slovene (condition: if the country contains: "Slovenia")if the person is from Croatia, they get in croatian (condition: if the country contains: "Croatia")if the person is from anywhere else (conditions: if the country does not contain: "Croatia", AND  if the country does not contain: "Slovenia")So in the last example I have to use two different conditions.. is there a way to use both countries in only one condition?Thanks!

Okay so I am fairly new to automations with Airtable. I am needing to create emails that are triggered by a certain time for reminder notices and I need/want there to be an actual attachment within the email of the PDF Notice. I will even settle for an image of the notice within the body. I cannot seem to figure this out. Is there a way to do this? The picture shows where I get lost as to what it wants so maybe someone can make it make sense.

Hey gangs - curious if anyone has come across this situation and found a solution. I'm working with a table that will contain all of the contacts for a business. These contacts have relationships to each other. We want to keep track of the people and who their clients are AND do the reverse - keep track of who represents the clients, which we've created two separate linked fields within the table (Clients field & Representatives field). What I want to do is set up an automation that automatically updates these linked fields when one is updated for the related records. Here is an example:Sally is a individual and Chuck represents her. When I add Chuck to the Representatives field for Sally's record, I want the automation to add Sally to the Clients field for Chuck's record so they stay up to date. I want to eliminate the need to update both records when a change needs to be made.Would love any help!

I have an automation that sends an email out after a form is submitted. It was working fine when I created it. I turned it off a few days ago to do some testing. When I tried to turn it back on today it wont go on. I keep getting a red triangle with a ! in it next to the automation name.I tried to recreate the automation which did not work either. I then took away the email step and I was able to turn on the automation. With it turned on I added the email step back and now the automation will not let me update. I click update and within 5 seconds the bar asking me to update is back.

I have an automation set up to send personalized emails to a set of records with a When a record matches conditions trigger. One of the conditions is that the value in the Email Date field is today. This automation has run reliably in the past, but now it's showing an alert symbol in the Automations sidebar and it immediately turns off when I turn it on.All tests were successful. Any ideas?

I have multiple automations available on multiple bases however when I create a new one or turn off an existing automation (running properly) and then turn it back on, it turns off itself automatically. It shows an alert sign

My script was working and then it wasn't after I increased my records from 50 to 100. With 100 records the script was being terminated after 30 seconds. 30 real time seconds is an eternity for computers. I will paste my simple script below and appreciate if you can provide some insight on why the script runs so slowly.First some background. My first Airtable automation triggers on a change to a Field in a Table. The following action is Find Records there are conditions in the action and the found records are output as a list of records that past the conditions. Next was the Repetable action that can take the list of records as input and inside I added the Update Record action. Here I hit the wall, for the life of  me I could find no way to auto extract the Record ID from the individual records in the list as input to Update Record.Next I turned to Make but ended in the weeds with the same issue. I used the same Airtable actions except Repetable was replaced with a

Hello,So the use case here is that we have a store with 50,000 products and we will start building additional stores. So I want to have a main product table where all the products are. This one is already done in Excel. Then I want to add checkboxes for B2B, IT, DE, and FR (Italy, Germany, France).  So when I click on the checkbox on the main list it should appear in the additional list. So when I click on b2b it should appear on b2b with all relevant data. In b2b I have additional fields where for b2b pricing for A, B, and C that I calculate with certain formulas based on Acquisition pricing.  Up to this point, it was easy. I already did this with automation. But where the problem comes is how the hell do I delete the record after? So I have it in b2b now. But let's say I don't want to sell it in b2b and I remove the checkbox. The records need to be deleted from b2b. I was thinking that the checkbox should be a relationship field

Hello,Each line of my table represents a blog article.On each line, I have a tag, the URL of the page, and several URL cells to fill with the URLs of the articles with the same tag.Is it possible to automate the filling of the URLs of the articles with the same tag?If yes, how can I do that?Thank you so much if you can offer me a solution!

I have a Zap that uses the "Find Many Records (With Line Item Support) in Airtable".It seems the search is limited to only 10 records.Is this the limit of the function or is something else happening that I'm missing?

Hi,I send automated emails to my referral sources updating the status of their referrals.  I would like to keep the color formatting and in particular the graphic from the progress bar that shows up in airtable.  However, when the automation runs, it only shows the progress in a numerical value.  Is there a way to bring the progress bar to life in the automation?  DW 

Hello,I am reaching out to see if anyone else has had this problem and knows how to fix this.We use a form that is to file reports at the end of a shift, which includes the time stamp of when the form is being filled out. This form is then sent out to Administration and Management staff via the Automation tool in Airtable. Which then gets populated into the corresponding Base. Strangely, when the automation sends out the email, it creates a strange and incorrect time signature along with the date (example: Saturday, 2023-09-24T02:26:00.000Z when it was the 23rd of September and at 9:26pm). It does not effect the base however, and places the correct date and time in there, but I am wondering if anyone has had this same issue and has found a way to correct it??

Before I say anything else, Airtable is excellent.  Super awesome product.  That said, this problem is really holding us up.I see I am not the first person to ask this question, but I am surprised that it's not resolved, and that such a basic feature is not already available when this question has been asked a couple of years ago.  Is there some reason that this cannot be easily added as a feature?  Snag: Without sorting, the info in the email digest is useless.  An emailed grid could just be sorted, or just use any view created in the base or interfaces.  This would seem like an easy feature to add given the entire platform is based on table data.  I do realize things can be complex in programming even for something simple.  Is this feature coming though?  It makes or breaks the email digest concept for us.  I am guessing we're not the only ones who could benefi

I'm inputing a list of records to the Update Record action. Let's say 3 records. I want a field in all three records updated. In the Record ID box if I enter a record id only one of the 3 records is updated. if I leave the record id box blank and click search I put one of the record field names in the Display box and I put the following formula in the Formula box.IF(OR({Net Profit} < 2,{ROI} < 0.4,{Average Rank (90 Days)} > 99999,{Amazon 3x Cost} < 3,{Pack QTY} > 2,{Estimated Monthly Sales} < 10,{# of FBA Sellers} > 5,{EUM} < 10,{EPM} < 13,{Rating} < 3,{Reviews} < 10,FIND("Oversize", {Product Size}) != 0,FIND("yes", {Amazon Sells and in Stock}) != 0),RECORD_ID(),BLANK())This formula is based off the filter I use in the Search Records action. When I try to exit I click ok and the 3 values of the field that I entered in the Display&

Text:I am interacting with two tables in my AirtableFirst table: "Payment History," where I have a lookup column called "Unpaid Delivered Tasks" that displays codes in a format like "#C0005, #F0055, #T800."Second table: "Sales," where the first column is called "Unique Code," and it contains codes corresponding to each sale. Additionally, there's an important column named "Advisor Payment Status" with two options: "Pending" and "Paid."What am I looking for?I'm trying to find the most effective way to update records in the "Sales" table when an automation or script is executed from a specific record in the "Payment History" table. The goal is to search for all the codes listed in the "Unpaid Delivered Tasks" column of the "Payment History" table and update the corresponding records in the "Advisor Payment Status" column of the "Sales" table to mark them as

Hello!I have a table called "Payments" where I record all my payments of the day, I upload a csv file daily. Each record represents a transaction and could be a declined transaction or an approved one. Daily I check my declined transactions and call my clients, if they answer and agree i fill out a field called Rescheduled Payment Date. The next day I'll upload the csv file of the payments of this day and want to create an automation that finds a record with the same name and that the payment date matches the Rescheduled Payment Date of the first one it encounters if the payment is approved. I hope this is possible to achieve and thank you in advance 😊

Hello, everyone,This may be a very specific use case, but I have created prefilled URLs from formulas that I need to get to my reviewing committee. The problem is that they want a once a week email that has the information in a list format.This is largely not an issue as the rest of the informing information gets across, but it does present a challenge as when the formulas are one of the fields turned on in this list, they don't hyperlink.Is there a way to work around this, or should I focus on an alternate way to get the prefilled URLs to them?Thanks!