Automations

Hey guys, Just signed up and exploring all the possibilities of Airtable.What I need to do is create a chart tracking my financial portfolio performance over time (I doubt it's possible to create charts, so essentially a table with two columns - one with the day, one with the portfolio value - extracted from another table. Can the entry creation be automated?So let's say every day at 6am, it creates a new entry for that day and takes the value of the portfolio at that time.I hope it's clear.Example: Sun 24$10,250Mo 25$10,480Tue 26$9,880Another option would be to have the days pre-populated (manually

Hello,I set up an automation to notify certain colleagues when an asset is due to expire or up for renewal. Everything looks right, but when I send a test of the notice to myself and one other person, the notification goes through, but the identified asset that is due to expire is not included with the email notification. How do I sync up the notice with the asset? Thank you,Alisha

Hi, I couldn't find an automation trigger that ignites actions "when a record is deleted".  I have 3 tables interconnected (Projects, Tasks and Allocations), and when a project is deleted I need to delete the associated Tasks and Allocations.  How can I do this?Thank you since now,Gustavo Chelles

  A good example of what I am trying to do . . . . when you fill out a job application and it says list your most recent employment and it provides categories for date, company, address, title, etcetera.  I want the person answering to be able to say I have two and then a table is created where they can then fill in the information for each.  The number would/could be different for individuals answering . . . I want airtable to take the answer to one question and create a custom table within the questionnaire to collect the data needed for the specific number answered.How do I create something like this in airtable?

Hi,I'm trying to find a way but have yet to find anyone who has managed to solve this specific problem. I want to include an image, a big thumbnail in the body of the email, and it needs to be fetched from an attachment field "Artwork" in the trigger record.I have tried;1. Adding the small attachment thumbnail to the body, which makes the thumbnail too small and compressed.2. Using a formula to derive a public image URL from the attachment and including that in the body, which doesn't seem to work anymore since Airtable doesn't support public URLs from attachments (?).3. Simply adding the attachment in the email and choosing "Thumbnail" which leads to an error message saying "map(Artwork, propertyGetter("thumbnails")) cannot be converted to a string".Uns

Hello community,Please, can someone explain (or where can I find the information) on how to add 2 decimal places after the comma in the currency format in email automation?Thanks

I am attempting to send information from Airtable to Zapier and ultimately a message to a client. I am using the Automations > When Record Is Created trigger to Run Script. I am using the script from this article: Instant Webhooks with Zapier and Airtable My automation says it runs successfully in Airtable, and my Zapier says the Catch Hook runs successfully, but my QueryString is returning everything “Undefined” Basically none of the data is being sent from Airtable to Zapier. let url = "[ZapWebhook]"; // Replace the [ZapWebhook] with the webhook provided from the Zap Trigger step. let config = input.config(); // This allows the Input Variables to be used in the code. await fetch(url + "?RecordID=" + config.RecordID + "&FirstName=" + config.FirstName + "&LastNa

Hello,I have a script running automatically when the USD balance of my expense sheet is changed. It updates the balance column to track expenses.   // change these names to pick a view: let table = base.getTable('Tangle Treasury Expenses'); let view = table.getView('Grid view'); let result = await view.selectRecordsAsync(); let runningTotal = 0; for (let record of result.records) { // change the field names here to adapt this script to your base runningTotal += record.getCellValue('USD Formula'); await table.updateRecordAsync(record, { 'USD Balance': runningTotal, }); }   It keeps timing out at 30 seconds. Randomly it successfully completes at 28 seconds but rare.Any options to fix this?

Dear community,We have a group coffee and drinks pool at work that everyone can help themselves to as long as they write up their use. I am using airtable to track everyones consumption and payments, which works great. I managed to set up automations for emails to notify what the users owe and when their payment has been received. The only thing that I can't figure out for the life of me is how I set up an automated email reminder if they haven't paid after 14 days.I have the following table (simplified):Let's say I do the invoicing every 15th of the month and want to send out a payment reminder on the last day of the month. In my example above person ABC wouldn't need a reminder because they already paid while person XYZ still owes $30. I figured out how to send out an email if the Total is >$0 but I can't figure out how to make it conditional that this

HiFirst time here ! I have a problem with the Google form automation. I use the trigger "When response arrive" to get the answer from a Google form. The automation was working well, retrieving the answers from the google sheet and adding them to my database. But for a few weeks now, the retrieval no longer works (it doesn't trigger at all). I've checked that the trigger and action tests are ok.I also noticed that when I modified the width of a line in google sheet, the automatization was triggered and brought back all the records that hadn't been taken.  I've tried duplicating the automation and reconfiguring the trigger, but it doesn't change anything....

Hello! I have two fields as per this table:ScoreLikelihood15%220%340%460%580%Is it possible to type a score 1-5 in that field and return the associated percentage in the Likelihood field. Then also being able to do the reverse when needed: ie. typing in the percentage in the likelihhood field and return the associated score in the score field? Many thanks to anyone who might

OVERVIEWI'm using Airtable as a main inventory of the products I sell.I have a table wherein a new record is created with an SKU whenever I scan a barcode of my product. WHAT I WANT TO ACHIEVEThe Main Inventory is located in another table. I just want to automatically link the MAIN INVENTORY whenever the StocktakeID ( or SKU) has a match.Here's my automation PROBLEM: The test works but nothing happened. I also tried doing a direct automation like When a Record is created, upda

Hi all,I would like to create an automation that triggers each time a record is created to update a formula (I guess, this is the part I'm unsure about).One table creates records through an automated link to Google Calendar, creating a field with a number value (number of hours) and a single line text (a name). In another table, I want to add up all the hours in one record, titled by the same name. This record already exists, so it needs to be updated every time Google Calendar creates another record with the name of the person in it.I already set up the automation to trigger each time a record is created and link it to the second table via "search records" and IF {Name} in table one IS {Name} in table two (paraphrasing here). Now I can't figure out what to put in the formula field in the second table to actually let it update and show the sum of the hours of all the records in table one.Any help would be appreciated, thanks!

Hi Everyone,I have two automations that I need to combine into one. Is there anyway to merge the two or move pieces from one to the other without having to rebuild the content? I would have set it up as one automation to start with, but I was new at this and didn't see how to do so at the time. We're bumping up against automation limits, so it's important to combine them.Since they both trigger the sending of emails with a lot of inserted fields, it's a hassle to do it manually as even if I copy and paste, I have to manually re-insert the custom fields.  I tried searching but only got results related to automations that merge records, not anything about merging the automations themselves. Thanks for any insights you can provide! Regards,Anne

Hi all,I'm creating an automation to retrieve data from an endpoint then update a record in Airtable.The api call works, the data is formatted into a string, and correctly passed into the `updateRecord` function.However I'm getting the following error when testing the automation:Error: Request parameters failed validation.Here is the code:  let inputConfig = input.config(); let table = base.getTable('Orders'); let record = inputConfig.recordId; fetch(`https://api.myEndpoint/${record}`, { method: "GET", withCredentials: true, headers: { "Authorization": inputConfig.apiKey, "Content-Type": "application/json" } }).then((response) => { return response.json().then((data) => { updateRecord(data) return data }) }) const updateRecord = async (data) => { let status = data.status await tabl

I have tried to build an automation from instantly to Airtable. I want to make dashboards for campaign data. My problem is:I want the fields in the (Data_Handling) table to update automatically, when data is updated via an API in the Instantly combined table. I have created the record IDs because i thought it would make it like working in excel in a way. But i vant seem to figure out why i cant make the update record function work in the automation. I have attached pictures. Let me know if someone can help solve my problem, and if you need additional information 🙂 Best;Christian

Hi Everyone! On the screenshot, a colleague (who left the company) was able to set up a notif that shows:Number of records updated View of the records updatedBefore leaving, she said it was done via Airtable Automations. Until now, I can't figure it out. Was anyone else successful at doing it? 

Hi,I am trying to create an automation where:If "Adviser 1 ranking" column has been updated as "Outstanding", then the "Adviser 1 rating" column will automatically have 5 stars appearing. Same goes to any update on "Adviser 2 Ranking" will update the "Adviser 2 rating", "Adviser 3 Ranking" with "Adviser 3 rating". In all 3 single select Adviser ranking fields, I have "Outstanding" (i.e. 5 stars), "Very good" (i.e., 4), "Good" (i.e.,3), "Poor" (i.e.,2), "Try Again" (i.e.,1).Could anyone please help out?Thanks! 🙂

Hello everybody,I'm trying to automate sending an individualized email to people in my database who match criteria.ex :trigger when creating a new record (announcement with location A criteria, type of mission 1),I ask this airtable in the face of the action to find records corresponding to the criteria: location 1 and mission 1 (people)then I ask him to send an e-mail and there I get an error message that I can't fix"Invalid email address in the "bcc" field: <span style="display:inline-block;height:1px;width:100%;background-color:#999"> </span><br/><span style ="display:inline-block;height:1px;width:100%;background-color:#999"> </span><br/><span style="display:inline-block;height:1px;width: 100%;background-color:#999"> </span> "Has this ever happened to anyone can you help me?

Hello,I would like to achieve the following.My trigger is "When record is created" and I would like to send a message to my Slack channel once a new record is recorded in my Airtable base. I’m tracking three variables for example Category, Price, Date. I want to be able to see the specific amount of times a specific category was created, for example, if G99 appeared in the Airtable base it would count 1, if G88 appeared it would count 1, if G99 appeared it would now count 2 and so on. However, I want the count to reset daily meaning everything would return to 0 after a 24h period.  I want the Slack display message to look something like this…“A sale was madeCategory: G99Price: 999.00Date: 9/19/2023Sales for current category: XX (with dynamically updating count)” Is it possible to configure a dynamically updating channel message to Slack? I’m also not sure if it’s entirely possible to have dy

Recently, we found that Date field has "Time Zone" option. Therefore, we set the time zone as "Asia/Seoul" of the date field and we got rid of another converted time field since it is not necessary any more. However, the problem occurs when we send an automated email using this date field. In the Airtable field, we put this value: 2023-01-10 10:00 KSTWhen we send an automation, the mail shows this: 2023-01-10 01:00 UTCDo we need to make another field which has the converted time to show correct time in Automation, or is there a way to show a correct time in Automation with the specified time zone in the field?

Context:I've encountered an issue in Airtable where an automation I've set up to group records in one table within a linked field of another table works correctly for records with unique primary field values (the leftmost field). However, for records with the same primary field value, it only groups and links the most recent record while unlinking the preexisting records with the same value. This poses a problem for what I'm trying to achieve.Goal:My goal is for the automation to link all records in one table to the field in other table, as long as they meet the conditions of my automation, regardless of whether or not their primary field value is the same.Path:Triggers:- When an updated cell is detected in Table 1, the following actions occur:Action 1:- It creates a new record in Table 2.- This record contains two fields:- One for the updated cell's value (placed as

Here it goes...I have an email campaign table that I import email lists to from various led gen.I have a client intake table that I use to track when a client submits a proposal request and eventual becomes a client.Email is the unique client identifier across all tables.I need to search my client intake table to see if any of the 'email' field matches an 'email' in my campaign table.If it does I need to grab the 'status' from the client intake table and update the 'status' on my email campaign table.The reason I do not want to link the tables is I have a ton of records that do not need to be brought over from one table to the other. I just need to know if a client engages or status changes after I email them.

Hello everyone!I was curious about how I can go about autopopulating another table when a single select drop down item is selected. For example, I own a roofing company. My tables go from CLIENT to PROPOSALS to JOBS. Client is initial meeting (phone, e-mail, in-person etc.). Proposals are to create then send to said Client. And Jobs is after a job is won.What I would like to do is in my OPPORTUNITY column, when I choose CONTRACT SIGNED in the drop down menu, I would like it to autopopulate my JOBS table. Any help is appreciated!

Hello!  I've been working with Airtable for a year and have built lots of automations and formulas. I'm stuck though and hope someone can point me in the right direction! I've got a base with Table A and Table B. Table A is a list of todos which are linked to clients who are listed in Table B, so each client has multiple todos linked.Table B also has drop-down list of all of the stages that the client goes through.Table B's primary field is their unique client number. Table A therefore has a linked field with that identical number in it. Table A also has another field with the same unique client number.I am trying to write an automation which will do this:- When a record in Table A is marked "done" (or other trigger depending on the type of todo)- The drop down for that client in Table B is updated. This seems like it should be simple...- Create the trigger in Table A's Todo recor