Automations

Hello, I've built my site and linked my forms from the backend and captured in AirTable perfectly. This forms contain data from buyers/sellers landlord/renters(property field), I want to know if Omni can assist me in creating a matching feature so I can link buy-sell or landlord-renter requests that come in with certain perimeters which then matches and creates a new set of data, that i can follow up with. Is this possible?

I wanted to find out from the Airtable Community - is anyone using Airtable to send *Scheduled* emails? If so, then I’d like to know how you do it, and how timely the emails are. Over the last couple of years, I remember hearing on these forums that Airtable doesn’t update very regularly… and that if I say send it at 5:00pm Airtable might send it at 4:45pm or 5:15pm, or even a day late. Is that still the case, or can I send scheduled emails that are sent at the correct time yet?  To be clear, for my use case, it doesn’t have to be exactly on the minute for me. I am at a nonprofit that’s just trying to simplify our systems to have a lower technical learning curve. It’s up to 150 emails a week for appointments. I want to simplify these workflows so I don’t have to use Make or Zapier to send *Scheduled* emails.  I would be glad to use Airtable AI (Omni or Field Agents) to do this as well, but first I wanted to check with the community to see about Scheduling specifically. TIA! ML 

I’m confused at why this is so difficult to figure out. I want a record created automatically once a month in a table via automation with start and due dates filled out. You can’t add formulas to automation fields so that’s a no go. My workaround is that I’ve created a ‘creation date’ field that is filled in by the automation’s ‘expected trigger time’. That create date field is then used to fill in a start date and due date formula field using the DATEADD function with some math. My problem with this method is that I’m not able to change dates independent of each other if I need some flexibility and the only way to adjust dates is by adjusting the ‘creation date’ date field. Having due dates populate based on the date the automation was fired off seems simple enough but I can’t really figure out the best way to do this. Any input would be great!

My AirTable implementation deals with scheduling and staffing of courses for a university. We have a table for Professors, a table for Courses, and a table for Offerings which marries the two together with each record representing a single staffed course-section that students will ultimately be able to register for.Of note: currently our professors do not have AirTable access. Having them create accounts is currently not an option, unfortunately. Additionally, our plan does not include AirTable Portals.When we initially link professors to offerings, we need to send emails to have the professor accept or decline the position. We currently intend to do this via a Fillout form that will allow them to edit a single select field with accept/decline as the options (the “Accepted?” field below). Our issue is with the fact that professors teach several offerings every term, so sending one email for every offering would be cumbersome. Instead, we want to find a way to send a single email to eac

Hello Airtable Community,If you’re looking for a way to integrate Airtable with Notion, I’ve created a beginner-friendly tutorial that walks you through syncing your Airtable data directly into Notion using an API-based approach.🔗 Step-by-step guide: Import Airtable data into Notion This Notion + Airtable integration tutorial covers: How to get your Airtable API token How to build a request URL to fetch your Airtable records How to sync data into your Notion database automatically It's perfect if you're trying to centralize your Airtable workflows in Notion without manual copy-pasting.Let me know if you have any questions. 

Hi Make.com was able to create this But I can not see on my side airtable What am I doing wrong why can I not see what that see when test?regards Linda 

My AirTable project deals with scheduling and staffing courses for a University. We have a table of Professors, a table of Courses, and a table of Offerings which marries the other two to create staffed course-sections students can ultimately eventually sign up for.Of note: our professors do not have AirTable access, and having them sign up is out of the question unfortunately. Additionally, we do not have AirTable Portals on our plan currently.When we assign professors their share of offerings to teach, we wish to send out a confirmation email where the professor can accept, decline, or comment on a specific offering they are assigned. This will likely be achieved using a Fillout form.Professors are assigned several offerings in a given term, so we do not wish to send them one email per offering they are linked to. Instead, we would like to send a single email that regards every offering they are attached to. This email should then have multiple links to the forms to accept/decline ea

Hello,having configured an actionable slack message, the error message marks that I don't have the permissions to edit the record when I click on the button.However, I have the impression that I have configured everything correctly.Maybe the screenshots can help...

How would I go about exporting multiple page designer layouts as images into an attachment field? -Could I use or create a script to do it? -Is there any free Airtable apps that allow this? I provide more visual context in the link below:

 Good day.  I’m looking to add or rather hard code the time 6:00am as shown int the automation field below: How might I go about doing this?  Currently it brings in the date, but it changes a bit.  For example it’s specified as 7/21/2025, however what it changes it to is 7/20/2025 5:00pm  Here’s the automation:Would there be some way to “tack” on the hard coded time 6am or would I have to create yet another field to do that?  Eventually this will be used in a Workato Recipe, and they’re more buggy. Thanks!

Hey all.I have a table that has a “status” or “level” for users.  The idea is to have the formula update an unique status/level with the year, e.g.,CONCATENATE(Select," - ",YEAR)SO what I’d need is Gold 2024, Gold 2025, and then when the year with a formulat: (YEAR(TODAY()) updates, we’ll have 2026 and so on.Unfortunately, with a formula right now, 2024 cannot be created.  Perhaps an Automation that updates this based on year(today()) ? Any ideas?

Hi all, I want to create a Table 1 with a list of tags and use it to create a matchmaking system that works across other tables.So whenever I add a tag to Table 1 it would automatically appear as a tag option in different multiselect columns in other tables. Is it possible? How can I use the same tag system across several columns? 

Hello,We are using the “Phone SlackID” field in Airtable and passing its value into the body of a message using the “Slack Send a message” action in an Automation to send mentions.In the “Phone SlackID” field, we’ve set each user’s display name in the format @last.first, and it has been working correctly for almost all users.However, after one staff member changed their display name, they no longer receive mentions. Specifically, @last.first now appears as plain text.Could you please advise us on how to resolve this issue?

The above is a view.The idea is instead of trying to get an automation to trigger by 48 hours prior to the start date of an event, and sending an email, I thought perhaps, the automation being triggered when entered by a view that only displays events that are 48 hours(2 days) prior to an event. However, my view from the settings still shows, all the start dates.   

Hi, I’m building a page to track hours — comparing what we’ve budgeted versus the actual hours spent. We’re tracking time in Harvest, and at the moment I’m manually entering that data to match it up, which means there’s no direct link between the two systems. We use the same standard phases for every project (example: B01-B09). Each time a client signs a fee proposal, I want to add these same phases to the new project and allocate the initial budgeted hours. In Excel, I’d simply copy and paste multiple rows, but in this system I can’t duplicate more than one row at a time, which is slowing things down.Ideally, I’d like to be able to duplicate all phases (B01-B09) and assign them to a new project in one go, then input the hours. I also update the actual hours weekly, so it needs to be easy to maintain. I’ve been exploring whether an interface with a button (plus an automation) could do this — so that with one click it would add all the phases for me — but I’m a bit stuck on how to set t

Hi! Do you know if it’s possible to add the text generated for an AI field to an email automation? Everything seems fine in the other fields but not in the AI generarted. I tried copying it with a formula but it is not working.   

Hello!I am a novice with automations and trying to figure this out:I have one table for Projects, each record is a separate project that is then linked to records in another table for Deliverables. When I change the status of a project to Archived, I’d like an automation to trigger all the linked records in Deliverables to also change their status to Archived. What is the best way to set this up? Thanks in advance!

Hi, Many of my automations that worked for months are failing after the recent update. Is anyone else experiencing this?

Hi Dear community i’m facing a scipting error pleaase help mei need to connect  my ingredients tables to the API open food factsThanks   let tableIngredients = base.getTable("Ingrédients");let tableOFF = base.getTable("Open Food Facts");let ingredients = await tableIngredients.selectRecordsAsync();let offRecords = await tableOFF.selectRecordsAsync();for (let record of ingredients.records) {    let ingredientName = record.getCellValue("Nom ingrédient");    if (!ingredientName) continue;    let response = await fetch(https://world.openfoodfacts.org/cgi/search.pl?search_terms=${encodeURIComponent(ingredientName)}&search_simple=1&action=process&json=1);    let data = await response.json();    let product = data.products && data.products.length > 0 ? data.products[0] : null;    if (!product) continue;    let nutriments = product.nutriments;    let energie = nutriments["energy-kcal_100g"] || null;    let proteines = nutriments["proteins_100g"] ||

I have an email automation set up so that when an attachment is added to a field, an email is triggered to a project manager with a copy of that attachment.Currently, we delete the old attachments before dropping a new one in so you do not receive multiple attachments with the email that gets triggered.Now with the new Versions feature, I want to keep the old attachments in the field but only have the latest attachment added to the email. Is there any way to limit the attachment field in the email automation to only the latest one that was added?

Dear Airtable Community,I am refining a project management base, established in June 2025, to streamline task tracking for a small marketing team using Airtable’s Professional plan. While the base effectively organizes tasks, I seek to optimize automations to sync status updates across linked tables efficiently. Your expertise in this area would be greatly valued.My base comprises three tables: “Projects,” “Tasks,” and “Team Members,” structured per the Airtable project management template (https://www.airtable.com/templates/). The “Tasks” table links to “Projects” and “Team Members” via linked record fields, tracking approximately 200 tasks for 10 projects and 5 team members.I configured an automation in the Airtable Automations panel to update a task’s status in the “Projects” table when its corresponding record in “Tasks” changes to “Completed.” The automation uses a “When a record is updated” trigger and an “Update record” action, referencing the linked project record.However, duri

Trying to build an automation where an email is sent when a record enters a view (specified by a month status). The record contains a previously uplodaded file (pdf). Up to that point I’m able to make the email automation work, but when trying to add a last “update record” step (so that the record is updated after the email has been sent out, by having its status changed/updated) I get an error. Seems as if Airtable wont be capable of updating the record  “status field”  because the record contains an attachment. Trying to work a solution that will allow me to keep using the product. I have a paid version.  

Is this scenario possible?I want to automate a task on my team in which a team member would create a record and attach a word doc to it. The team member would then fill out a form which allows them to attach the record they just made (or any record via the dropdown that lists all team member-made records). Once they submit the form, it triggers an automation to send a pre-determined Teams message with the record chosen from the form. I successfully created an automation to make part of this happen, but i can’t get it to attach the record (because the message is static and the attachment is dynamic?) Is there a way to make this work??

Hi all, Any help would be appreciated on this one. I'm working on an automation in Airtable we previously used Zapier for to try and streamline some self-fulfilling on-demand educational resources. The way I currently have it set up is in one Airtable base, but two separate sheets. One sheet has an external-facing form for people to order course content through, another sheet has the content listed by name, in zip files or individual files. The names match the form exactly, and I have tried two different methods to get the automation to grab the content from the form sheet based on the name: multiple select and link to another record. Any way I do this it provides all or none, and won't search by name. The content is currently fulfilling best in an Attachments field in a zip file as it ranges from PDF documents to videos to PowerPoint files. The actions I'm using are 'When a form is submitted', 'Find Records', and 'Send an Email'. I've attached images of the form and the back

We are looking to reply to specific Slack messages to update product status. While it looks like it’s possible through Slack conversation IDs, I haven’t found documentation on how to set it up. Does anyone know how to do this without an external automation? I checked the following thread from 2 years ago, but it mentioned Make (an external automation tool) - I don’t believe my company will allow such integrations: