Hello, I am looking to build an automation.I have 2 tables Task & Sub Task (Both are linked), if a sub task is created under the task record then the project selected on the task should be auto-populated on the sub task project field that's related t...
Hi! I'm trying to use a Task Template table & an automation to create Tasks aligned to an Account based on a specific criteria. I've got the automation working with the following set up: When a record matches a condition in the Accounts tableProduct/...
When creating an email automation based upon a record being updated, I want to include the name of the person who updated the record in the email. I have used the field 'User who took action - name', but it returns blank for both the preview and live...
I would like to create an automation to assign an assignee to the A field in Airtable. The order of assigning a person in charge proceeds in the following order: ‘Lee Ye-ji’ -> ‘Sim Hyo-bin’ and must be repeated continuously.please help me!
Hi everyone, I'm a beginner at airtable automation (so excuse the novice question) - I'm trying to figure out how to set up an automation to send an email with attachment when a new record is created. Same attachment will be going to all emails. More...
Hello Community,I am a beginner in air table configuration/Automation and I am looking for help to automate sending emails the every new email added into the Email field of the tab/chart.Like I have a chart with fields in it such as name, company, of...
Table 1: Companies (a list of every company that we do work for. For this example, say we have 10)Table 2: Products (a list of every product we offer. For this example, say we have 12)Table 3: Price list (a list of the price of each product for each ...
Hi, I'm trying to make either a script or automation to update Table A from a list of values in Table B.Table A is a list of shifts in multiple clinic locations. I'd like to be able to select a clinic location in Table A (from a single select column)...
Hi! I'm attempting to have an email going out to remind clients of their appointment time & details the before it happens. For example at 9am on the day of the appointment. I created a formula for "Is this today?" IF(IS_SAME(TODAY(), SET_TIMEZONE({St...
All of my automations across multiple bases are consistently failing to trigger naturally, even though they work fine when I forcibly "test automation". They also worked fine a few weeks ago. This includes a few different trigger types (buttons, when...
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