Automations

Hello Airtable Community,I’m currently working on improving our Airtable system and could use your expertise. We have a setup where participants sign up for trips, and upon signup, we need to automatically generate a billing record. Here's the challenge I hope you can help me solve:We have a "Trips" table with trips that participants can sign up for, and a "Participants" table with a list of individuals who may sign up for multiple trips over time. When a participant signs up for a trip, we need to:Identify the most recent participant who signed up for a trip.Create a record in a "Billing" table that links the participant, the trip, and the cost associated with that trip to generate a bill.The main obstacle is that the participants are existing records, and their signups do not create a new participant record; they're simply linked to another trip. Here’s what we’re aiming for:A fully automated process: From the moment a participant signs up for a trip, the system should identify this

Hello, I would like to know if there is an automation integration planned for deployment on Netlify in the event of a change in the database.Currently, I work with Gatsby and I use Zapier to trigger a build on Netlify with my new data but unfortunately the threshold of 50 tasks is quickly reached during big changes in the development of the website.THANKS.

Hey all I've created an automation where when a form is submitted - a record is updated. However! Sometimes there isn't a record to update, so it needs to be created first. So I need to create a process like this:WHEN a form is submitted AND record exists UPDATE it. IF record doesn't exist CREATE itBut the automation is getting stuck on the first part and fails to run into the second. I've taken a screen shot to show what I mean. How can I fix this?Thanks!

Structure is as follows:Project tab has all of our project records with around 50 fields of project-specific details.Some project records are categorized as "Original Project" and some are categorized as "Revision""Revisions" are linked to their "Original Project"I want to do the following:1. Create a new "revision record"2. Fill out ONLY the fields that will be changing 3. Link the "original project" in the "Original associated project field"4. When that field is updated, I want an automation to run that will copy and paste fields from the original project record to the revision project record, but ONLY for fields of the revision record that are empty.Example:"Original project record" fields/Project info:Unique Project Number: #557 (Autonumber)Customer name: John DoeSolar module: Mission Solar 400WQuantity: 25Inverter: Solaredge 7600kWProject type: Original ProjectAssociated Original project: None"Revision project record" fields/Project infoUnique Project Number: #558 (Autonumber

We have a list of questions in a base that we want to email out to gather answers, or ratings on a scale of 1-5. Is this possible to automate?

Hi, I am trying to automate an email message with invoice details for the finance department to create an invoice. For each record (invoice) I have one or multiple sales, invoice lines, so each record will have fields with multiple linked data. In the body of my email I would like to split out these fields by the invoice line (sold item), but they lump together by the fields on one line.Message body build up: Below you can see Sale #1 and Sale #2 with their corresponding fields are clustered on the same line. I need them to be on separate lines with their corresponding fields:Thank you.Best regardsChristopher

Hi, please help me with this automation. For added info, this is created on a Base within a workspace on a Pro plan. All members on this Base are part of this Workspace as creators.I want to assign a record to a member of my team based off another field's data. We operate in several markets (UK, Nordics, US, etc) and different team members work with different regions. When a record is created with a region, I want to automatically assign the relevant team member to that record.I have tried this multiple ways, and the only one that seems to make sense is the following, which isnt working. I have created multiple automations (1 for each market to assign to the right person)Trigger: When a record matches conditionsTable: Table 1Conditions: When market is (market name) - for this example "UK"Step 2: Update RecordTable: Table 1Record ID: "Assigned to | Name"Fields: Assigned to: (appropriate name selected) I continue getting the error "received invalid inputs" which doesn

Is it possible to do a header / group each section? I am looking to put a few points under different sections but I cant seem to find the option to add a heading or a divider. Kindly assist.

Hello everyone!Im trying to automate a LinkedIn Image Post using Make. But i have some problems:Even tho my scenario runs successfully, the post dosnt get posted to LinkedIn, the problem is the image.I dont know how to get the image from Google Sheet/Airtable to the LinkedIn module, even tho i use a HTTPmodule, which is weird.Here is the scenario:This is in the output from the LinkedIn module:The image URL is public, so Make can find it.Do you guys have any tips?

Using the insert Grid/List of Records into Automation email how can I include more than the Name field of the record,? Similar to what you can do with a Grid in the Page Layout designer? So the result in the email would look like:Name 1 Date StatusName 2 Date StatusName 3 Date Status Again this is a field in the main record that looks up related records that I want a Grid of, but with more details.

Hey All, I’m looking to have a field that stores a hyperlink version of said URL field that is generated from a formula. I’d like to create this text(hyperlink) either via a formula, or more what I’m thinking an automation? Anyone aware of an ability to update a field with a hyperlink? Thanks

Is it possible to query my Airtable bases, add and modify records, etc. using chatGPT-like interfaces. Anyone encountered such a tool?I mean if you can ask human language questions, like "how many records created today?" just for example. 

I have an automation attached to a button, and I want to insert the user who is logged in to a field. I can’t seem to figure this out. Is there a current_user() formula?

Hi,I have set up a very simple automation. I've created a folder called "Leads Sent" and want any email that is placed there to trigger the creation of a record in my base called "Leads". It works a charm when i test it, both allowing AT to choose the data, and when I manually choose the data. When I turn on the automation and copy any email into the folder, nothing happens. The emails I put in there are a few months old, does that matter, and if so, can I tell the automation to pick any email, irrespective of date, that is new in that folder? Or is there another kink in the system that I am unaware of?I do not want to run this through a 3rd party integration, I want to use AT's own automation, so please stick with suggestions that will help solve that relationship, thanks. Thank you./Christopher 

Hello all! Would anyone know if it's possible to create a Slack > Airtable automation? I am looking to get data on how many times and when a client creates a message in Slack. 

Hello everyone, i'm creating an new Kanban record from a sync table of other base, the sync is ok and also the automation to create is ok, but it only works fine when the whole line is fullfiled at the time, if someone fullfill one cell each time it will create one record for each cell. The issue is that always return that the record does not exist. 

Hey there,I have gone through quite some posts about this topic in the community already, but none seems to solve my problem or maybe I just haven't fully understood how to solve it yet.I have a table "Product stock" and another table "Product catalogue". The product catalogue contains information how many products are in stock by checking via a link and lookup field to the stock table. The link between these table is the product code.However whenever the stock is updated (e.g we have a new product in stock) I have to manually copy the product code from a text column to the link-records field. I would like to automise this step. My approach here is the following:- Trigger: when a record is updated (product-stock)- Actions:Find records: in product catalogue, where product code isn't emptyUpdate records: in product catalogue: Record ID: from find records - selected the link field product-numberfields: link field product-number, select fields to show product number (text field)When I

Hello,I've configured a Gmail automation to send emails to multiple recipients. However, it appears that each recipient can view the email addresses of all other recipients.I have selected the field "email; value," which contains several email addresses, in the "To" section.Is there a way to ensure that each recipient can only see their own email address and not those of others?Thank you!

Hi all! I am reaching out in hope of finding a solution. So I work for a music instrument manufacturer where we track each job (all instrument specifics) in our airtable database. I am trying to find a way to have a price column that calculates as you toggle the different specs of each instrument. Any ideas or solutions here? Thanks ahead of time!

I use Airtable to track and schedule vaccinations for the animals in my calf barn. Using the birthdate of the calf, I have formulas in the due date fields to calculate the appropriate date to give each vaccine to each animal. Then I have a field with a checkbox to indicate when that vaccination has been completed. I use the calendar view with this table to show me what I need to complete on any given day. This works well, but what I want to create is an automation that removes the item from the calendar view after I check it off as being completed in the grid view. I would even settle for the date of that item being changed to a date 6 months in the past or something, just as long as it doesn’t keep showing up and cluttering my current calendar. But most automations I have tried can’t alter a “calculated date”, which most of my fields are because they are all based on the birth date of the calf. I have been puzzling over this for a week now and am hoping someone out there has a potenti

Looking to use a button that when clicked, links that associated record to other selected records.   

Hi Airtables Community!I'm wondering if this is even possible with Airtables?I have 2 separate bases ["Shipment Report" & "Customer Report"]Shipment Report Base has tables to keep track of all our shipments [Air, Ocean, Ground, etc.]Customer Report Base has tables specifically for each customer so they can view and keep track of what's going on with their shipments [customer #001 table, customer #002 table, etc.]Our office only edits tables inside Shipment Report. I set up each table with the primary field "Customer ID". I have created a unique identification code for each of our customers. For example, "001" is tied to "customer #001". So, when a record is created the first thing we input is the Customer ID to know who the customer is."Customer #001" will have their own tables in Customer Report Base. I would like to have each customer's table be linked to the shipment report but only pull records that pertain to them. For example, if we have 10 records in our shipment report and

is there a way to copy records between tables in different bases or how to switch the current base a little example would be helpful thx

I am wondering if it is possible to create an automation where a pool of 10 freelance job candidates are prioritized according to distance from an added Japan Postal Code, and then emailed one after another with a 24 hour deadline to respond if available or not for the job. So if Candidate #1 marks himself as unavailable, then the system would then email Candidate #2. If the entire automation is not feasible, how far could the automation be taken? Would it be possible to do with a free Airtable account? Thank you.

Hi,I have a table that contains Tasks. These are assigned to User using the User/Collaborator field.I want to be able to create an automation that runs daily, finds all the tasks in a view (Follow-up today) and then send an email to each User that is found in this view with a list of all there tasks. I'm trying to think of the best way of doing this without different views for each user. I was thinking I need to find a unique list of users that are in that view and then have a repeating step  to find all tasks in that view associated to that user and then send them an email. I'm not sure how to find unique users that have tasks in that view as there will be multiple tasks for the same users.Any advise appreciated? Jason