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Automations Activity

Automatically assigning based on form submission

Good day.The idea is this.  Someone fills out a form, to request a certificate/license and by the end, they are automatically assigned a certificate #.I have two tables, one "Recipient" where the form exists, and another table that will have uploaded...

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  • 1 replies
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Automation of closing of tasks and assigning new ones

I'm trying to solve two interrelated questions, but first a prologue:Current Setup:I have built a project portal on softr using airtable as the data source.Presently each project has 18 tasks all added to the project by an automationMy project member...

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  • 3 replies
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Resolved! filter loop actions?

I have a table called Task template, which contains a 18 records of all the tasks I want assigned to a project. I have been using a simple automation that runs in airtable when a new project record is detected. The automation finds all the tasks in t...

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  • 7 replies
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Resolved! Send email to admin when user first logs in.

I am using airtable with softr for a client portal, and I and trying to configure and automation to send and an email to the portal admin alerting them that a user has logged in for the first time. I have a "users" table in airtable which maps to the...

  • 118 Views
  • 3 replies
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Help creating automation for a dog trainer

Hello. I am a dog trainer with multiple board and train dogs that stay with me for various programs I offer. I teach the dogs in phases, and would like to keep track of where each dog is in their progress. Can I have an automation where if a record i...

  • 254 Views
  • 5 replies
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Segmenting a base into a master email list.

Hey there - What I'm Trying to Accomplish:I'm building an Airtable automation that extracts email addresses from multiple fields in my Contacts table and creates individual records in a Master Email List table. Each email should be stored as a separa...

  • 342 Views
  • 7 replies
  • 0 kudos