Hello, I am looking to get help automatically updating records. I have an airtable setup that pulls in companies that visit our website from a lead tracking system. I manually select an option to tag the company as "Sales Target, Client, Employee". There are instances where the same company/person will come to the website and show up as a new line item in my airtable.
Is there an automation that I can setup that will automatically update the record to match the previous line where I tagged them? Said differently, If I manually tag Apple as a "sales target" in row 7, I'd like to have airtag automatically mark them as a "sales target" when they show up again in row 101.
Thank you
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+28Hey @ademichele!
For sure. You can use an automation to such effect, where:
Trigger: When record matches condition (Company field is not empty)
Find records in same table, where Company field is value of Company from record which triggered the automation.
Conditional logic block to be executed if length of records found above is > 0.
Update record block within the conditional logic, to update the Company field of the record which triggered the automation, with the value of the Company record found in the find records action.
That is pretty much it! Sorry I cannot attach screenshots, as I am currently on my phone. I hope I can send some over soon.
Please let me know if this solves your issue.
+31If you're alright with assuming the previous time you tagged it is right, then you could try creating an automation for it:
The 'Find Record' action looks for another entry where the 'Type' is not empty and where the unique value matches. In this context, it's 'Email', but in yours it would be 'Company'
And here it is in action:
+2Yes, you can set up an automation in Airtable to achieve this! Here's a step-by-step guide to help you get started:
Create a New Automation: Go to your Airtable base and click on "Automations" in the upper left corner.
Set Up the Trigger: Choose the trigger that fits your scenario, such as "When a record is created" in your lead tracking table.
Find Records Action: Add a "Find records" action to search for existing records with the same company name.
Update Record Action: Add an "Update record" action to update the found record with the same tag (e.g., "Sales Target").
Configure Conditions: Set conditions to ensure the automation only runs when the company name matches and the tag is not already set.
Here's a more detailed example:
Trigger: When a new record is created in your lead tracking table.
Find Records: Search for records in the same table where the company name matches the new record's company name.
Update Record: Update the found record's tag field to "Sales Target" if it's not already set.
This way, whenever a new record for an existing company appears, it will automatically be tagged as "Sales Target" if it matches a previous record.
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