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Hi there,

I'm working on a Table where I input weekly sales figures and each Monday of every week. The columns are as follows: Sales > Shows (Linked Records to another Table) > Date.

Ideally, I'd like an automation to run to create say 30 new records with the date and Shows populated. This format stays the same every week, it's just that I want to remove the need to copy and paste, creating these from scratch every Monday, so all I need to do is enter the sales figures.

Any help would be greatly appreciated 🙂

Yeap you have a couple of options, all of them with the same trigger of "Run every Monday":
1. 30 "Create Record" actions
2. Have a table called "Template" where you set all the records / data templates, and have the automation use a "Find Record" step followed by a repeating group with a "Create Record" step: https://support.airtable.com/docs/repeating-groups-of-automation-actions
3. (If all the created records are linked to a single other record) Using a record template: https://support.airtable.com/docs/using-record-templates-in-airtable

Yeap you have a couple of options, all of them with the same trigger of "Run every Monday":
1. 30 "Create Record" actions
2. Have a table called "Template" where you set all the records / data templates, and have the automation use a "Find Record" step followed by a repeating group with a "Create Record" step: https://support.airtable.com/docs/repeating-groups-of-automation-actions
3. (If all the created records are linked to a single other record) Using a record template: https://support.airtable.com/docs/using-record-templates-in-airtable


Hi Adam,

Thanks so much for getting back to me - this is very helpful!

I've managed to set this up and it's firing except for one element:

 

 

 

^ This table "Weekly Sales Template" is where I leave Sales + Week blank but the Shows pre-filled and linked to a "Shows" table 

 

 

 

 

 

 

 

 

 

 

 

 

^ Here's the automation, which finds the records in the "Weekly Sales Template" table and tells it to create records in the "Weekly Sales" table

 

 

 

 

 

 

 

^ However, when it brings them over, it doesn't bring the linked Shows - is there a way to set this up in the automation as essentially, I just need it to create as many records as there are shows, so that all I need to is input the figures.

Many thanks!

Hi Adam,

Thanks so much for getting back to me - this is very helpful!

I've managed to set this up and it's firing except for one element:

 

 

 

^ This table "Weekly Sales Template" is where I leave Sales + Week blank but the Shows pre-filled and linked to a "Shows" table 

 

 

 

 

 

 

 

 

 

 

 

 

^ Here's the automation, which finds the records in the "Weekly Sales Template" table and tells it to create records in the "Weekly Sales" table

 

 

 

 

 

 

 

^ However, when it brings them over, it doesn't bring the linked Shows - is there a way to set this up in the automation as essentially, I just need it to create as many records as there are shows, so that all I need to is input the figures.

Many thanks!


Yeap!  Put the "Shows" value from the triggering record into the Create Record action:


If you're having trouble with it feel free to DM me an invite to an example base and I can set it up for you real quick

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