Automations

Hello dear communityI want to be able to automate the email sending, every time I have a new registration from a person, I must send a welcome email attaching an excel file (this excel file will be the same for all new registrations), what would have to vary is the sending to different emails, what I need is that a new record is automatically created and I sent the welcome email attached to the excel file that I have stored in a table.I hope I have explained myself well.I look forward to your comments, thank you!

Hi I'm trying to set up my base (I have a separate Reminder base just for this purpose) so that it should sync my Airtable to the Outlook calendar, it should show up all my reminders that I have in that base, is there a possibility that it should work both ways? I want to be able to add reminders in my Outlook that will be editable within Airtable but I should be able to create new ones.I have already created the calendar in my Outlook.I'm looking to have that it should bring in new ones and export to the same location And where do I get the Event ID? What should I be looking out for? 

Looking to add an automation to an interface that will assign a record to someone based on an order. I found an article explaining how to set up the automation, but am getting stuck! In your collaborators field, have the following fieldsa checkbox field indicating the next collaborator to be assigned. This checkbox should be selected for only one collaborator and will be managed by the automationa linked record field stating who is the next collaborator after the current one. Make sure that every collaborator is linked in a circular fashion.When the automation runs,Use a “Find records” action to find the one collaborator that is checked.Use a Update Record action to update the collaborator linked record of the triggering record to the record found in the “Find records” action.Use an Update Record action to clear the checkbox of the collaborator that was just used.Use an Update Record action to set the checkbox of the linked “next” collaborator.I believe I am getting stuck on

Hi I used to use the extension that moved records over from one table to another on the same base however, due to API Keys ending and becoming Tokens this extension has been removed from the options. It was essential in my job. My only option now is to copy over the records but I can only copy them in the same table not into a different table can someone please help?Thank You!

Hi everyone,I have an automation here that works perfectly fine when I add a new dataset into my grid view. Once I switch to a form to add a new dataset the automation doesn't work properly. The automation I duplicated starts but the value is wrong. With a single automation nothing at all happens.Not sure what it is. Maybe the trigger "when record is updated" vs "when record is created". I duplicated everything tried to keep everything the same, which is not really possible. There are some minor differences.Here is what I have:Trigger (when record is updated)Action (update record)  Here is the other automation the creates a wrong value:Trigger (when a record is created)Action (update record)

Hello,I have an automation that sent an e-mail to the client.But, if the client has an "out of office", can airtable recieve this notification from the client? 

Hi everybody,I have the following issue and hope somebody can help me with that!Background:I have setup a form in Webflow and want to push the data to an Airtable table. I created a flow in Webflow (The second step in the webflow form is "Make HTTP request", "Authentication" is set to "None", In this step I added the Hook URL I copied from the Automation in Airtable).The corresponding flow is setup and tested in Workflow and setup and tested in Airtable. I was able to map the colums from Airtable with the actual data from Webflow. When I run a test in Webflow where I build the flow a new line with all the data is created in the Airtable table - same when I test the automation in Airtable itself.Here is the problem:When I submit data via the form on the website I build with Webflow, a new line is created in my Airtable table, but without any data in it.- The record in line 13 has been created after I tested the Airtable automation -> Data available- The record in line 14 ha

Hello! I need some help with creating an automation. I attempted it, but was unsuccessful. I have a base called "CRM". In that base are tables called "Bookings Log" and "People". Here is what I want to happen in the automation: 1. When a record is created in "Bookings Log" 2. The automation searches a specific view in "People" to see if there is a matching email address (as compared to the record in "Bookings Log"). This email address will be dynamic. 3. If there is NOT a matching email address, a message is sent to Slack Could someone please help me to create this automation? Thank you in advance for your assistance!

In two different bases, I have just noticed a few automations that were disabled (they have been working just fine for the past year)....there's a triangle with an exclamation point inside of it. There's no message or indication as to why they were disabled and I was not notified of this by Airtable....someone submitted a form and didn't hear back from us so they sent us an email and that's how I found out about it.I turned most of the automations on just fine, but one of them just won't turn back on. When I try to turn it on, it hangs there for a few seconds and then turns itself back off. I have tested the automation and it works fine. I made a duplicate of the automation, tested that and it works just fine but that one also won't stay turned on.The automation doesn't link to any 3rd party apps (I saw some suggestion of this in this troubleshooting page), but it does send out an email (though so do other automations that are working just fine).I'd much appreciate any thoughts about w

Hey all, I'm the co-founder of a software startup called Slideform that helps link your Airtable records to your slides. I know there have been a few questions asked about this in this forum, so I thought I'd post something here just in case anyone is interested.Our key capabilities include:- Ability to replace specific text elements with your Airtable records (with a variety of ways of querying your data). This ability still preserves the original formatting of your slides.- Ability to link up & mix other data sources, including Google Sheets- Support for shared image attachmentsWe primarily work with client-facing and operations teams that send out regular account health decks but I'd love to hear what sort of use case you might be interested in!

Hello, I have been trying to update a single select type field. I am using this example script from the official documentation : const table = base.getTable("Suivi des profils 🙋‍"); const field = table.getField("Client "); await field.updateOptionsAsync({ choices: [ ...field.options.choices, {name: 'My new choice'}, ], }); This script works using the scripting extension.I wanted to use this in automations, but of course, updateOptionsAsync() is only available for the scripting extension. The problem is that I need to watch for newly created records in another table and use a specific field value from this created record to add to the single select field.Is there a way to update a single select field using automations ?Or is there a way to automate a script from the scripting extension ?To summarize I need to do this :New record created -> Get a field's value (name) -> Add to options of single select field

Hi I am trying to create an automation where a record in one table (New Listing) is updated by submission and record creation in another table (Sold). Example: Record sits in New Listing and then a form is submitted in Sold, then a record is created in the Sold table. I want this to then update the status of the record in New Listing to Sold?Can this be done? Thanks

Hello, I'm really enjoying building for the first time in Airtable but need some help creating a script (if that's the best approach).I have a form where users will put in 3 comma separated words to describe the Niche they work in.I want to turn this column into tags, so that I can group records by common Niche.My understanding is that I need to write a script to go inside an automation that fires when that field is not empty on a new record (when the form is filled in). And takes the text, parses it based on the commas and then adds it to my Tags column which is a multi-select field.I've tried using claude.ai and chatgpt to write the script portion but they're failing! I'm confident a real human can help me!cheersjonny

Having an issue where multiple paragraphs in AirTable are showing the same bullet point of 1. Rich text is enabled but it isn't working correctly (it shows up correctly in Make.com but doesn't transfer over from AirTable)Please help, thanks!

Hi All,I have an automation issue coming from a formula field.The lookup field is coming from Tasks table, and the regions are repetitive, so i created a formula to make it as a text and im hoping the automation will take the Regions Text to a normal editable field 'TASKS - Regions', but it updates it with a blank value in the end (the blue circle in the end). Im not sure why, but if someone can help me with this. the formula im using is:CONCATENATE(IF(FIND("KSA", {Regions (from Task Tracker)}), "KSA, "),IF(FIND("GCC", {Regions (from Task Tracker)}), "GCC, "),IF(FIND("Levant", {Regions (from Task Tracker)}), "Levant, "),IF(FIND("EGY", {Regions (from Task Tracker)}), "EGY, "),IF(FIND("WW", {Regions (from Task Tracker)}), "WW, "),IF(FIND("NA", {Regions (from Task Tracker)}), "NA, ")) Not sure if there is something wrong with the formula or its the automation, which is when the lookup field is updated, take the Regions text and update it in 'TASKS - Regions' field. Thank yo

Hello everybody, I have a weird problem with a gmail automation. When testing the automation works perfectly. The automation looks for a field value that is greater than 4 and then the actions are run. When manually changing the a value in the record that is used for the automation to a value greater than 4 the automation also runs perfectly. But when the automation its run automatically I suddenly get the following error in the logs: It doesn’t make any sense that this automation suddenly throws errors when it is run automatically, but every other way of running it works fine. Also, when this same automation is run again manually it just works… Someone any idea what’s going on?

Hi, I would like to know if there is a maximum number of automation that a base can have or if it can have infinite automations?  Thank you 😊

Hi! I've been trying for two weeks to create some automations with integromat but i can't find a solution, can someone explain me step-by-step the necessary integromato flow (i'm sorry but i haven't knowledge in the field).I have a two tables in Airtable, OR and RA. The two most important fields in OR are: Name and Surname, Machineries and Last Modified (Machineries is a multiple choice field). When i select one or more machineries in OR i would like that every single machine will be automatically saved in RA, each machine in a different row with the associated name and surname, so that i can save in each row the time the machine has started working and the time it stopped, in order to compound the utilization of the machine.Trying to do this process i incurred in many problems, when i deselect a machine from OR it does not delete the record from RA, but it duplicates the record of the remaining machines; when i select an extra machine the new machine is saved but the previous ones are

Hello, I am starting with Airtable Scripting.I need to use the content of two cells as input text for a function that formats the text in a specific way.Using this way I only get the value of the first row [0], but this needs to work for every row. It is triggered once a row is added and/or modified.   if (record && record.records.length > 0) { const inputText1 = record.records[0].getCellValueAsString("Index"); // Replace with the actual field name const inputText2 = record.records[0].getCellValueAsString("Script"); // Replace with the actual field name // Combine the content of the two cells const inputText = inputText1 + "\n" + inputText2; const jsonOutput = convertToJSON(inputText, sentencesPerSection);​ 

Hi, Currently I use Airtable to send emails. Is there a way to track if Email has been opened? Also, is it possible to update row field if email was opened? E.g. adding :white_check_mark: if was opened to field Thanks for the suggestions!

HiIn my base I have a very simple table, the records primary field is a number, each new record is the previous number plus one. All the other fields are formulas or links to other tables that fill in automatically. Each week I need to create a new record in this table at a given time, I want to do this with an automation. I want to find the most recently created record (not recently updated as other fields will update at different times) find the name of the record +1 to it and name the new record that value. Is this possible? Maybe with a script, which is a bit beyond me. I can't seem to figure out a way to do it. Thanks for the help.

There are two tables and two automations involved in a workflow.1. When a record enters a view in the first table(the sync table), it will be updated in the second table (1st image)2. When a record is updated in first table(the sync table), it will be updated in the second table (2nd image)Both automations find a record where Ticket No. contains IDAn issue is there is an error from both automations (see an image below). The record is found by mapping Ticket No. with ID, but not updating.However, many of records are run successfully with the automations (meaning most of the records are found and update to the second table). Only few records can be found but not updating (failed to run). They continue to fail even the first table keep updating.I would like to know what causes 'Received invalid inputs' in these fail cases, so I can find solution to fix with the fail one.    

I have a base with two tables: the first is a basic table with a list of records that change somewhat frequently. The second table has a multi-select field whose options should be whatever records are in the first table-view.I'd love to have a script that goes to the multi-select field in table 2, deletes all of the options in it currently, and then replaces the options with the records in table 1. The idea would be to put that script in an automation that runs once a day at midnight, ensuring the options in the multi-select field are always up-to-date.Any idea how to write this script?

I am going crazy trying to narrow down this error. I'm trying to automate payment creation based a date, number of payments, amount, and a linked record. I will eventually layer in frequency as well. Below is the code that I currently have but I keep getting ReferenceError: table is not defined at main on line 12.   let settlementPaymentsTable = base.getTable("Settlement Payments"); let config = input.config(); let numRecords = config.numRecords; let dueDate = config.dueDate; let paymentAmount = config.paymentAmount; let matter = config.matter; // Function to create a new record function createRecord(settlementPaymentsTable, dueDate, amount, matter) { // Create a new record with the due date, payment amount, and matter ID let record = settlementPaymentsTable.createRecordAsync({ 'Due Date': dueDate, 'Payment Amount': amount, 'Matter ID': [matter] }); } let i = 1; while (i <= numRecords) { // Create a new record with the due date, payment amo

let table = base.getTable("Customer Survey Prod");let field = table.getField("Aged Days");let query = await table.selectRecordsAsync({fields: [field]});let recordsToDelete = query.records.filter(record => record.getCellValue(field) > 7)console.log(recordsToDelete);for (let deleteRecord of recordsToDelete) {await table.deleteRecordAsync(deleteRecord.id);}I am running into a 30 minute error when running this is there a way to fix it?