Automations

Hi all, I have been struggling to figure out a way to solve this all day. I am wanting to track checked out laboratory media in an interface graph so that team members who create the media can see how much is being used per week. I’d like this to be automated for the previous week, but specifically Monday through Sunday of the previous week (so that you can check any day of the current week and the numbers would remain the same for the previous week). My plan for this was to set an automation trigger for early Monday morning, that then finds all records within the last 7 days (all checked out items have creation dates + times for the check-out record), and then marks them with a date for the previous week’s Monday, using the Update Record command (which would be found using a formula field consisting of DATEADD(NOW(), -7, 'days'), which will return the previous Monday (because the trigger to pull from this field is occurring Monday morning). The interface would then pull from values wi

Hello, in my department we use Airtable for people to register when they want to attend any of our workshops. Is there a way to connect Airtable and Outlook and have some sort of automation where when someone registers for one of our workshops they automatically get a calendar invite on their outlook calendar about the event?

I know this has been raised before as a feature request but is there a way to add a default value to a date field through automations or some other mechanism other than pleading airtable to implement or a third party add-on? Thanks in advance

Hi everyone, I’m currently testing the ai field agent’s capabilities for automatized tagging of records, but I’ve come across a limitation that I seek to overcome with your help: No centralized tag management. When using the field agent for direct ai tagging, I have not found any option to provide tags in a centralized way, similar to how you can do with linked fields for human tagging. There is the ai recommendation option integrated into the linked record field, but this does only add a recommendation for human usage. Is there a way to have it both? The centralized tagging table and ai field agent tagging? I’m considering injecting an accumulated list, of all entries in my tag table, into the prompt of a simple text ai field agent and have it output it’s selection as a list, which hopefully could be linked via automatization features.

Hello the script I am pairing with my tables is not running a test and giving me feedback on whether it is completed or not.  It just started today as well.  I checked my account limits and have not exceeded them.  Can anyone advise on this issue?

Hello. Thanks for any help on this.Can someone point me to a similar procedure that does the following:After a record is updated:User clicks a button to send a text with information from the updated record A SMS text is sent with this information to a constant, static list of telephone numbers.I’ve looked up several things on Youtube related to this, but they always seem to be too simple for what I’m looking for or too complex.I do use Zapier.  I did create a trial Twilio account.  I don’t mind sending with my own phone, this will only be 4-5 texts per week to 2 or 3 people.Just pointing me to a similar process I think I’ll be able to sort it out.Thank you.

Hi,I have two tables : “clients” and “registration form”. I want to be able to send a registration form to any client no mater if the client is already in my “clients” table or not. (I also have a course table). Lets say I ask for the clients email in the form. If the clients email is already present in my “Clients” table, I want to link the newly created “registration form” record to that specific client in the “Clients” table. If not, I want to create a new record in the “Clients” table with the new client info. Is it possible to achieve this with Airtable or with other tools like fillout? Thank you very much!

Hello.I am new to Airtable and I have a question concerning linking to another record. Is it possible to automate this process so that data from every record from a field (column) on the "source" table may be copied to a field on the "target" table? The data would need to be consecutive and ordered by the same ID number used on both tablesI found a JavaScript online that may work, unfortunately, 1) I have the free plan and scripting is not supported; and 2) my experience with JavaScript is limited. I added a third party add-in, however, the apparent complexity of the application may prove to be problematic.Any guidance would be appreciated.Thanks!

Hey, I'm getting a time limit error for the below script only for some records.  let table = base.getTable("Photos"); // Change "YourTableName" to your actual table namelet query = await table.selectRecordsAsync();// Object to hold the count of each Claim-Fault combinationlet counts = {};// First pass to count occurrencesfor (let record of query.records) {    let claimNumber = record.getCellValue("Claim Number");    let faultNumber = record.getCellValue("Fault No.");    let identifier = `${claimNumber}-${faultNumber}`;    if (counts[identifier]) {        counts[identifier].push(record.id);    

Hi All, I’m trying to run this automation script that works perfectly on my test base of ~10 records but throws this error when I move it to my real base with ~1100 records. Error: Script exceeded execution time limit of 30 seconds The below code is based on this tutorial here, tweaked slightly with recommendations I found in another similar question. Any help or ideas would be appreciated! Learn Airtable scripting #1: basics & removing duplicates with Giovanni Briggs - YouTube (from Automate All the Things channel) var table = base.getTable(“Table 1”); var query = await table.selectRecordsAsync ({ fields: ["Name" ] }); console.log(query); let duplicates = query.records.filter((record)=>{ return query.records.find((potentialDuplicate)=>{ return record.getCellValue("Name") === potentialDuplicate.getCellValue("Name") && record.id !== potentialDuplicate.id; }) }); console.log(duplicates); let updates = duplicates.map(update => { return { "id":update.id,

Hi, I would like to send requests from Airtable to Make.com/n8n, how can I do that ? Is it only for Enterprise plan ?

Does Airtable still not have the ability to keep data when updating a record? For example, when using automation, if the form field is left blank and is submitted it wipes data from the record that is being updated. I have heard you can do this with scrip, but I can’t write the script and I am on a free plan.

I wanted to make a Siri Shortcut that lets me upload a screenshot to Airtable. In my Airtable I have these fields: Screenshot ID (autonumber) Screenshot attachment Descriptive text I got pretty far but either the webhook doesn’t allow images or I’m doing something wrong. I set up the shortcut to make the webhook request using the “Get contents of URL” command in shortcuts. Under “Request body” I selected “Form” and then told the shortcut to send the screenshot and some text to describe it. That seems to be the only way shortcuts allows files to be sent out, the other options are text only. When I test the integration in airtable, it works as long as I’m not trying to send an image. It fails when I test it because the test is sending text into an attachments field. When I run the shortcut with the image included, the api request fails & it says: Multipart upload was specified but is not supported When I run the shortcut as text only, it works and the descriptive text is insert

I am using a Free account right now and have a fairly simple automation where every month, if a record as Due Date in the past, the Benefit Interval is 1 I want to update two fields. I want to update the Due Date to the next month, and change the Status to “Unused”. I have successfully tested and run this when there is a single record that meets the criteria however when there is more than one record it errors out. Here is the one that works.  However when two records meets the Find Records criteria and get the error “Received invalid inputs.” Works like a champ for a single record update, just not multiple 

Is there a way to use Airtable sync to conditionally sync data from one base to another? I need to only sync specific records and not all of the records in table.If it is not possible using Airtable sync, is there any other way of accomplishing this?

When creating a PRD or similar and I want to copy a User into the file so they are aware of the update I have always used the @ sign and selected the email from the dropdown list. When I then come out of this the email has automatically been sent. Do I also need to set up an automation? I have not done this previously as it is not always to the same person / group. 

Edit after ~1h of investigation: it turns out these are rate limits that are the culprit. Which raises a new question: if I change the email address in the automation, will it impact the runs that are currently in progress? My guess is no. And so, if no, is there any way to trigger a re-run of the currently stuck runs?  I several automations running that involve sending emails. They have both run over 6k times until yesterday around 8pm many runs are stuck in “pending”. There are several things puzzling about it:There isn’t a clear cut off when the automations started getting stuck. See screenshot below: several still pending from before 9pm on Oct 16, followed by successful runs, then everything after 10.15pm is pending.2.Runs stuck at different steps. The automation has two steps: find records, then send email. The earlier runs are stuck at the step of sending an email. This makes it hard to verify which part of the automation is malfunctioning.Earlier runs pending at the step “send

Hi all! I have a problem that I feel should have an obvious solution: I’d like to set up an Automation that normalizes a string value after input by base collaborators. However, the Automation appears to run too early, catching only parts of the input string. (This behavior is not consistent, though: From time to time the Automation will catch the whole string.) I selected When record updated as trigger and configured it to watch only for changes in a specific field (in my case: Keyword). Example from the screenshot: The entered text is “Aldi Angebote”, but the Automations appears to run already after the first letters are typed in, so only “Ald” is used as Automation input. What’s the best way to solve this problem? Is there a better trigger for this use case that I am missing?

Hi everyone! 😄I’m trying to create a script for Airtable Automation that limits the number of records a user can create per page in Softr + Airtable. The idea is: Table: Projects Field that identifies the logged-in user: Criado por Field that identifies the originating page: Página Acesso Limit of records per user per page: defined in the script (e.g., 3) Desired behavior: if the user tries to create more than the limit, the extra record should be automatically deleted. So far, I’ve tried using Find records + Delete record in the automation, but it didn’t work as expected. I’m looking for a ready-to-use script or example that does the following: Count how many records already exist in the Projects table for the same Criado por and Página Acesso. If the count exceeds the defined limit, delete the newly created record. Does anyone have a script that works in this scenario or can share an example adapted to this table and these fields?Thanks! 🙏

ObjectiveI would like to automatically import files (PDF or other formats) into Airtable, from either: a local directory, or a Google Drive folder. ContextI currently have a CSV file containing the drawing numbers.However, since it’s not possible to include file attachments directly in a CSV, the corresponding files (PDF drawings, images, etc.) are stored separately in a folder.RequirementI would like each file to be automatically matched with the correct record in Airtable, based on the drawing number, in order to consolidate all data and files into a single, centralized table. Thank you in advance for your help.

Hi everyone, I have been troubleshooting this for hours. This is an automation that used to work and suddenly it no longer does. I have an automation, triggered by a button, It’s a simple form submission and the button triggers the creation of various new records in different tables. Many of these records are linked. The Links are written by the automation. All of this works great. But for the last of the records, that is supposed to be created, it does not. The records IS created, however the linked records are not connected. I am linking to records that were created in earlier steps. And linking these records in the earlier steps was no problem. I do not get error messages or anything. The link simply does not get written. Any thoughts?

Hi! I’ve tried a few different ways of doing this and can’t seem to figure it out. I’m importing some data into a new base and there’s a field that has update notes on different lines all formatted the same. I’d love to figure out an automation to add each line to a linked table as separate updates connected to the parent field. Has anyone attempted this before?Sample long text:6/24/2025: PB approves DM7/8/2025: revised draft sent to client7/10/2025: sent revised draft to sales/CST's7/14/2025: sent revised draft to client7/15/2025: final draft  7/24/2025: final approvals + sent execution copy7/29/2025: f/u w/ client + PE + email FE PDF to client 

I’m looking to backup all the data in my base and I saw you can do it by automation but I’m not sure how. I don’t see download files as an action, would it need to be done as a script? Ideally I would like this to download into SharePoint but if it downloads locally and I have to upload manually to SharePoint that is fine.

Hello, I’m trying to use for the firs time a Airtable table inside a Docusign Maestro. At the Airtable workspace I created a table called Clients. Now, using a Docusign Maestro step called “Read from Airtable” I would like to select that table then read the records.A picture where I’m trying to config the step: How to do that? Thank you,Alexandre

Hi. Hope someone could help. I’ve automated a create tasks from a task template and it worked. Now how do i automated creating subtasks. I have subtask template table as well. That’s where I’m stuck on. Thanks!