I’m trying to make an automation to send several records to my suppliers at a scheduled time but I cannot make my automation works.
In my base, I have one table where I have hundreds of suppliers, and i’m using another table to register all the payments I make each day.
I would like an automation to :
The problem I have is that if I used as a trigger a specific time, i’m not able to make a list of each record by supplier. Either i have to send all the payments to all my supplier in one email, either I can select the records matching a supplier but the automation send one email per record so some of my suppliers will receive several times the same email.
I have hundreds of suppliers and payment each day so making one automation per supplier is not an option.
Anyone who can help me to fix it ? :slightly_smiling_face:
Thank you !
Welcome to the community, @Nicolas_Condouret!
Airtable’s Automations won’t loop through records, which is what you need it to do. You need it to loop through suppliers, and then send an email to each supplier with their payments from the day before.
So you would need to come up with a workaround to do this. A few common workarounds are:
Instead of looping through records, figure out a way to trigger each supplier individually, so they each trigger their own individual automation. You could write a formula field in Airtable that compares the current day & hour to NOW(), and if it’s the same, then it could result in the phrase “Send Email”. This phrase could be the trigger for your automation. (This one is relatively advanced to pull off, since Airtable doesn’t refresh NOW() on a reliable schedule.)
Instead of looping through records, you could create a utility table that links to your current suppliers table, along with 2 automations. This is a popular trick that I describe in this BuiltOnAir podcast episode:
Hi Nicolas, I put something together here for you to check out
I assumed that you had two tables, one for Payments and one for Suppliers
The automation’s works via a trigger on a formula field in the
Payments table that checks whether the
Date of Payment value was yesterday, and if it’s true it’ll send an email
This means that it’ll run once per Payment record you’ve created though, which may use up more automations than you’d like