Exploring Airtable (Internal) Automations

[@GarethPronovost]

Join us for our *FREE LIVE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration

[@josemariagonzalezbarria810]

You’re golden man! Keep it up

[@GarethPronovost]

🙏

[@russelpea]

Airtable is getting bigger and smarter.

[@GarethPronovost]

So much, especially with today's announcement!

[@UdayShivamurthy]

Thanks heaps Gareth, A very useful video indeed....

[@OntheHookGames]

omg omg omg, this is so awesome, Gareth!!! Didn't know they were rolling this out. *geeking out loudly*

[@GarethPronovost]

RIGHT?!?

[@DrJohnPollard]

Love that Concatenation of the name. 3:24

[@GarethPronovost]

CONCATENATE is king! 🤣

[@antoinemuskat5557]

Thanks for a informative video on airtables. I'm still new at setting up the process of creating automation for my online business and learning about the options available. It's seems like I'm duplicating zapier by learning airtables as well as they both seem to do the same. I'm also using clickup to handle my cms and I want to integrate them together

[@GarethPronovost]

I'd recommend learning automation in general. Try not to think of it as Airtable Automation or Zapier Automation. The steps for each software are the same, so it's really one specific skill that applies to many tools.

[@jeffk528]

Funny, while I was watching your video and experimenting in Airtable automations, suddenly (unless I'm mistaken) it seemed just today they added several new triggers like Condition...very cool.

[@GarethPronovost]

I'm finding new features appear without much fanfare. It's hard for me to recall exactly when these things become available, but it's great to know that Airtable is continually shipping updates!

[@patriks.8078]

Sooooo helpful. These automation feature makes a big impact :D

[@GarethPronovost]

Massive!

[@lindafeldman8587]

Thanks. How can I find out if I am able to set up my listing information from various selling channels in Airtable and automate inventory updates across all channels?

[@oliviaehrenreichmarks418]

Love your videos! I have a qq: Is there a way to programmatically move a table from one base to another in Airtable? Or even move records from one tale to another? (W/o Zapier)

[@GarethPronovost]

Moving a table from one base to another isn't possible with automation, I'm afraid - we don't have permissions to do so. That said, we can recreate all records from one table in another table - that's entirely possible with automation.

[@ishaanpotnis]

Thanks for the information. Is it possible to store current timestamp in milliseconds to the Airtable cell every 2-3 minutes using automation?

[@GarethPronovost]

Good question - I honestly don't know the limitations to the timestamp. I'm not sure if it goes to milliseconds... I'd suggest reaching out to Airtable customer service and opening a ticket request.

[@ishaanpotnis]

@@GarethPronovost Sure. Thank you for your reply!

[@moshemo613]

Just a (minor) technical point. Airtable scripts are written in JavaScript. Java is a different programming language which basically has nothing to do with JavaScript.

[@GarethPronovost]

Exactly - this is how little code I know ;)

[@GarethPronovost]

But if I can do it - I hope that inspires other as well!

[@samjones1856]

Do you have a good video showing how to automate when your clients were last contacted?

[@GarethPronovost]

Hey Sam, this is best accomplished with a linked relationship between CONTACTS and INTERACTIONS - then use a ROLLUP field set to aggregate the MAX (VALUE) of the date field for each interaction. This will show you when someone was last contacted. The video is an old one, but I break down how to use Rollup fields in this video: kzbin.info/www/bejne/on_VYnppd8hlqqM

[@davids4799]

Can I do an automation to 'link to another record' in the record that was the triggering action record?

[@GarethPronovost]

Sure you can - just link to records using the record ID!

[@Nashadelicable]

This was a great explianer!

[@GarethPronovost]

Thanks!

[@dianehaef]

I saw you used a formula that I would have used in access. Does that mean I can use other Access expressions?

[@GarethPronovost]

There is a LOT of similarity between Excel, Access, and Airtable formulas - my favorite free resource for Airtable formulas is support.airtable.com/hc/en-us/articles/203255215-Formula-field-reference - hope this helps!

[@maim8718]

Hi! Thank you for these videos! I just entered the world of airtable and trying to get the hang of it... I've seen a lot of automations used to also send emails to people. Mm do you know if I can have a list of people on a single select column and associate them to an email through links or connections so they receive an email when I select their names on a columns? This would be different to having collaborators.. what I'm doing currently is having an automation for each option but I'll run out of automations if i create have more than 25 😅. Well I'll keep playing around and watching your videos. They've been really helpful thank you!!

[@GarethPronovost]

Hi! Yes, you can send email from Airtable in a couple of ways. The first way is to use mass email with SendGrid (kzbin.info/www/bejne/jXq0Z3-YadaFf9k) and you can also build an automation to send email to individuals like this (kzbin.info/www/bejne/sHq7ZHR4nbRgZpo) Hope one of these points you in the right direction!

[@maim8718]

@@GarethPronovost this is probably what. I need!! Thank you so much!!!

[@360Creators]

6:47 Would be nice to be zoomed out next time when Table 1 is mentioned.

[@GarethPronovost]

Good catch - hopefully our editing has improved over the years!

[@myhelpersg]

I have an attachments field in Table A which is a lookup from Table B. When I tried automation to send Gmail with attachment from Table A, the Attachment field is greyed out. If Airtable automation can handle lookup fields, is there a workaround, you think?

[@GarethPronovost]

Hi, yes there is a work around! Lookup fields can't be used in Airtable Automations, but formula fields can! Just create a new formula field that 'looks' at your lookup field. Then you can use the formula output in your automation :)

[@lemaianh5746]

Hi Gareth. I followed your steps but no automated email was sent to me. Do you know any solution for it? Thank you.

[@GarethPronovost]

Hi - it's so hard to troubleshoot this without more info - sorry! We have consultants available for hire on our website who can help - you can check out options here: www.garethpronovost.com/airtableconsulting

[@Pithon369]

What happened to your audio at the end?

[@GarethPronovost]

New audio clip - still working on the echo in this new office 😯

[@Scalarissa]

Thanks Gareth, Seems way too early to be truly useful but good to know they're making progress. The scripts feature has great potential though they should buy Zapier instead of reinventing the wheel. Is this trigger re-triggered when the email box is checked/unchecked. Zapier has a singleton approach here which is truly annoying. Thanks as ever. Love your videos -john

[@GarethPronovost]

Hey John, great question! I haven't tested this feature myself, but I'm told that the event is triggered each time a record enters a view. So yes, you can uncheck and recheck a box to retrigger that event. As you say, this is a MAJOR limitation to the Zapier integration and I can't wait to test this out inside some new automations. I'll be sure to dive into this feature in future videos!

[@shaunparfett]

Hi Gareth. Brilliant as usual - thanks for sharing. Your videos always stimulate my interest and this may help - from a test I just did: If you click on "Show more options" when setting up the "Send an email" action, you can set a "From name (just type in whatever name you want)" and a "Reply to" email address? I did a quick test and my name was shown in the incoming mail (to myself), with "(via Airtable) " appended to the display email address. When I replied, it then went to the email address I specified in the "Reply to" address field - with an "on behalf of" email header.

[@Scalarissa]

I wonder how Google's SPAM tech treats that scenario. Do you get the big orange 🍊 warning block... Zapier's ability to send via your native email account and sendgrid et Al. Is where this needs to get to I feel

[@GarethPronovost]

Really? That's great - sorry I didn't test that myself before uploading! Can't wait to check that out :)

[@shaunparfett]

@@Scalarissa Hi John. I just tested with gmail and seems to go through OK. I agree with your comment though.

[@Scalarissa]

@@shaunparfett thanks Shaun. I'm excited for this, particularly as I'm assuming it's instant rather than delayed (e.g. Zapier). I hope we see the integration layer ramp up).

[@shaunparfett]

@@Scalarissa It seemed to be instant. It's a brilliant feature. Famous last words...

[@quedaking1252]

This video is bad because as a viewer I looking for 1-2 hacks that’s all per video for a single topic. Example: 5 top email automations you can do using airtable! Smh