Tag records when created automation

Topic Labels: Automations
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4 - Data Explorer
4 - Data Explorer


I have a table called "Payments" where I record all my payments of the day, I upload a csv file daily. Each record represents a transaction and could be a declined transaction or an approved one. Daily I check my declined transactions and call my clients, if they answer and agree i fill out a field called Rescheduled Payment Date. The next day I'll upload the csv file of the payments of this day and want to create an automation that finds a record with the same name and that the payment date matches the Rescheduled Payment Date of the first one it encounters if the payment is approved.


I hope this is possible to achieve and thank you in advance 😊

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18 - Pluto
18 - Pluto

Yes, this is definitely possible. Personally, I would recommend using Make's CSV tools to automate this entire procedure for you.

I give a demonstration of something similar — but not identical — to what you're trying to do in this episode of the BuiltOnAir podcast.

p.s. If you'd like to hire an expert Airtable consultant to help you with any of this, please feel free to contact me through my website: Airtable consulting — ScottWorld