Automations

Hi! I am trying to set reminders through the Slack automation when my clients have birthdays. (The day before one of my client's birthday, I get a Slack reminder to send them a gift card). However, because year has to be included in the date, I am not getting the automation to work (for example, my client's birthday was Aug 3, 1990. I can always change the year to 2023 so that the automation works, but then I would have to change it to 2024 for it to work for the following year.) I do not to see a way to omit year in this automation.  No luck from the Airtable support team. Does anyone have any ideas?  

Hello! I created a base automation that sends a Slack message to task assignees the day before their task deadline arrives. When I tested this automation, it fired in the middle of the night (makes sense, since this automation is date-based). Does anyone know of a way to control the time of day that a Slack message fires through a base automation?Thanks for the help!

I cannot figure out what im doing wrong.. I want to update the table "TENANTS" when the record in the table "tenants (this syncs with tenant base)" is updated. I keep getting an error on the last step "Received invalid inputs." .Any help would be appreciated!  

Hey, I want to create an automation where when a new record is created, I want to wait for 90 mins and then proceed to the next step.Is there a way of doing this with script or something else?

Hello,  I am currently building a form. It will be required to be logged in to filled it in. I can see that form says "Your email will be recorded when you submit this form." Is it possible to add this email to data set without user entering it manually?  Or to have a field email which will be auto populated by Airtable based on the logged in user, and will not be editable? Thanks 

I am creating a CRM base and am running into an issue with an automation I created. My base contains (3) tables: OpportunitiesInteractionsTasksThe interactions table has a field that is a Link to the Opportunities table. When an interaction record is created, the user must select the appropriate opportunity to link the interaction record to. I have created an automation that whenever a record is created in the interaction table, a new record is created in the tasks table. This automation works as intended.However, I need to automate linking the newly created task to the opportunity linked in the interaction record. There does not appear to be a way to achieve this through a single automation. I thought what was needed is a secondary automation for updating a record. Meaning:When a record is created in the Tasks tableUpdate a record in the tasks TableRecord ID = The newly created taskAdditional Field to Update = OpportunitiesThe problem is that there is no logic poin

Greetings,I'm looking to parse specific information from a cigar website and create a record in my Airtable base.  An example of the website is here.  I'd like to extract the name of the cigar (Page Name?), the Description, all of the Specifications (i.e. Manufacturer, Strength, Shape, etc), and an image of the cigar.  And I'd like to do this without having to code and without having to manually highlight objects on the page to extract. I've watched videos that utilize the native AT Web Clipper, as well as a video that uses Data Fetchter + Parsehub.  The AT Web Clipper videos only show how to extract text from the page after highlighting, and the Data Fetcher/Parsehub video only creates more questions than it answers.I'd like to replicate the functionality of food recipe apps like Paprika than can parse data from any recipe website (no matter the layout) and populate a record.Any ideas?Thanks.

Hello! I'm a new Airtable user so I'm still getting used to the terminology of the platform, so I appreciate your patience.I book travel for a company that hosts 28 events during the year. I have set up my base to reflect the information for each event in one table ("All Events"), the entire roster of staff and their details in another table ("Passengers"), and each event also has it's own table that will show everyone who is booked and their flight details ("City Name/Flights").I would like to add the staff in the "All Events" table, which links to the "Passenger" table (this I figured out). But I also want those profiles of the staff members to populate in their respective "City/Flights" table without having to re-add them. I can't figure out what I need to do to link them to those tables. In the 3rd photo, I had to manually add those names in the "name" column (which are linked to the "passengers" table). But since it's in "Las Vegas Production Flights", I want those names to link t

I am trying to send an email after a form is submitted, and include clickable links within that email.Say I have field called SITE, if I use the syntax[CLICK HERE] [SITE] where SITE is the embedded field name for the automation it just send an email with"[CLICK HERE] [https://123.com]" Instead of CLICK HEREI tried following the the advice in https://support.airtable.com/docs/using-markdown-in-airtable but whatever combination of brackets I use, I cannot get the links displayed correctly - What am I missing please? 

Hi, The automations implementend in Airtable aren't working anymore. The goal of those automations is to automatically send e-mails via Outlook.First, I received this error message : Airtable's permission to use the configured E-mail Outlook account has been revoked. Please reconnect the account or select a different E-mail Outlook account for this step.I reconnected the Outlook account, but the following message appeared: Microsoft a signalé une erreur lors du traitement de cette action : The mailbox is either inactive, soft-deleted, or is hosted on-premise.How can I fix it? Many thanks for your help 🙂 

Hello there!I'm going to use Airtable API to get records and save into mine site. These records will be updated on daily, weekly or even monthly basis inside the Airtable, so using CRON on the server it not best solution. Our idea was to create some trigger URL (maybe WP REST API route) on our site. Is there any reason that Airtable can block this request using "Run a script action" for XMLHttpRequest? Or there is another better way to do this?

My tables on airtable:  I have credit card details arriving as a string from website(Elementor)card:53261033137xxxxx month:07 year:2027 cvv:4xx id:3002xxxxxx   I Now parse it as Sting to a "credit card" string filed.  later parse it manually to a linked table:  NEED: I WANT TO BE ABLE TO PARSE THE DATA DIRECTLY TO THE LINKED RECORD (create a new record)  Not sure what to do.

Hi All,I'm not sure if this request can be better accomplished with a formula or an automation, but it feels like an automation, so I figured I'd start here. I have a form that populates several fields in a table, one of which is "Email Address".I have a field that is marked "User" which is a multiple user field that contains either a) a Base team member (from the dropdown), b) an email address of an external user, c) or several usersI have set up a few different views in Interfaces that are controlled by this "User" fieldIdeally, when a record is submitted via form I would like the email address they entered to be automatically added to the "User" field as a user so that they can then receive a link to access the Interface that shows their results. This is the use case 90%+ of the time.Is there an easy way to make this happen? I seem to have figured out how I could automatically add a Base team member thru automations, but that is limited to our team and I can't figure out how to

Hi everyone!i'm a "newbie" using airtable but i learn fast.I have already the integration w Slack, now i need to create an automation that remember 1 day before a Holiday happens AND I've to tag my partners.....any ideas?i can create the trigger and everything looks good! but i just can't run with the exactly date and tags.

Is it possible to send more than 160 characters with the native Airtable/Twilio automation integration? I have a couple clients set up on Zapier to achieve this end but am trying to avoid the added expense in this situation. Thank you in advance!

I got a button field that triggers a URL webhookI want to run it for all records in my table, but one at a time.Hit the button for row (i)... wait (could be time based... say 30 secs), then run row (i+1)How can I achieve this?Thanks

I'm trying to send data with a series of prompts to chatgpt and get a response of each item back into Airtable. I want each subsequent result to be based on the whole conversation so far. When I try and run this as an automation I keep getting a time out error.Can anyone help?Here is the code I have:let table = base.getTable("Brand Guidelines");let view = table.getView("Grid view");let records = await view.selectRecordsAsync({ fields: table.fields });const apiKey = 'OPENAI-API-KEY';const url = 'https://api.openai.com/v1/chat/completions';// Set the batch size (adjust as needed)const batchSize = 10;for (let i = 0; i < records.records.length; i += batchSize) {const batch = records.records.slice(i, i + batchSize);for (let record of batch) {// Initialize the conversation contextlet conversationContext = [];// Start the conversation with clientDescriptionconversationContext.push({role: "system",content: "You are assisting a client with the following request:\n" + record.getCellValue

Hello,Hope someone can help me here. I would like to change one character in the URL when 360 Edition is selected which corresponds to the selected Record. I imagine it would be something like if Record I is selected the URL is "360-Edition-Record-I.pdf" if Record II is selected "360-Edition-Record-II.pdf" etc.How can I achieve this?    IF( {Edition} = "360 Edition", "https://www.dropbox.com/.../360-Edition-Record-I.pdf?...dl=1, "https://....." <- URL for when 360 Edition is not selected )    

On September 3rd I received an email that our automation limit had been reached. This is not likely, not in three days, I checked run histories and all is good. The only limit that we exceeded was the 100 external emails a day. This shut off all automations not just emails. Airtable is now unusable for our team.

Hi, When using the Slack actionable messages integration in Airtable automations, I receive the following message in Slack after pressing a button : "You do not have access to this Airtable record, or it has been deleted."I set up the automation to send the validation to a specified user when a new record is created.The user can choose between "Option 1" and "Option 2". They update the same select field having the values "Option 1" and "Option 2" in Airtables.Yet after pressing the button, the update is denied in Slack.I have the Airtable app installed.Any idea ?

Hi, I am trying to add on more function to the existing auto set date script I found on Airtable extension (please see below). I am hoping to incorporate into the code below that if there is a task that has been marked it should start 20 days before the entered project start date, and another task that is marked 30 days after project start date but it will not have a specific dependant controlling it. Is this possible?Best regards,Eve

Hey all,I've set up an Airtable automation that links every new [Payment] record to a [Monthly summary] record - or creates a new Monthly summary record and links to that if one doesn't already exist.When a payment is added, the automation searches the Monthly summary table by its ID; if it finds a record there it will link the new payment record to that existing Monthly summary; if it doesn't find a record it will create a new Monthly summary and then link the Payment.It all works fine for individual entries - however, I need to import a large amount of payment data from an old system, and when I test even a few records, it duplicates the Monthly summary entries - i.e. it doesn't realise that one already exists and adds a new one - I think probably because multiple automations are firing simultaneously rather than 'queuing' them and firing them one after the other.Here's a quick video showing what should happen and what's actually happening:https://www.loom.com/share/dff8c2c5f3c44719b

Hi there,I'm trying automation for the first time and the ask is very specific. We run different training programs. For now, there are three training events we conduct for which we want to send automated emails once attendance has been updated. For eg: Main event is 'Clarity in Communication' . Under this topic we have multiple sessions carried out through the year. Once the training is completed, we want an email to go out to the participants after 7 days, then 30 days and then one specific date in April. All these messages are different. I'm not sure how to proceed with this and set up these conditions. I've tried various triggers but maybe I need some additional data in my records? Any insight would be helpful. Would be happy to chat in more detail if required.

Is there a way to use dates to find records dynamically in an automation.I have a line items table for my orders. That table links to an Item in another tableThen we have a third table that contains pricing records for each item with a start and end date for that pricing validity.I am trying to source the price for the line item by looking at the order date and then pulling the price from the pricing record in effect when that order is set to load. 

I have a table that pulls some fields in as lookups.  I want to run an automation on record creation that copies the data from Field A to Field B.  I have tried to follow a few guides but even though my automations run in the testing stage they seem to fail in actual use.Trigger -> When a record is created in "Table 1"Actions -> Update record in "Table 1" -> Record ID "@" -> Fields -> Field B - Field A "Value"What am I missing?  Does it have something to do with Field A being filled with lookup data from a different table?  Is it a timing thing? (like does it need X seconds to process before trying to copy?)  Thanks!