Exploring Airtable (Internal) Automations

Поділитися
Вставка
  • Опубліковано 19 жов 2024

КОМЕНТАРІ • 58

  • @GarethPronovost
    @GarethPronovost  3 роки тому

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

  • @russelpea
    @russelpea 4 роки тому +2

    Airtable is getting bigger and smarter.

    • @GarethPronovost
      @GarethPronovost  4 роки тому

      So much, especially with today's announcement!

  • @OntheHookGames
    @OntheHookGames 4 роки тому

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

  • @UdayShivamurthy
    @UdayShivamurthy 4 роки тому

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

  • @jeffk528
    @jeffk528 3 роки тому

    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
      @GarethPronovost  3 роки тому +1

      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
    @patriks.8078 4 роки тому

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

  • @josemariagonzalezbarria810
    @josemariagonzalezbarria810 2 роки тому

    You’re golden man! Keep it up

  • @DrJohnPollard
    @DrJohnPollard 3 роки тому

    Love that Concatenation of the name. 3:24

  • @lindafeldman8587
    @lindafeldman8587 3 роки тому

    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?

  • @Scalarissa
    @Scalarissa 4 роки тому +1

    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
      @GarethPronovost  4 роки тому

      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!

  • @ishaanpotnis
    @ishaanpotnis 2 роки тому

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

    • @GarethPronovost
      @GarethPronovost  2 роки тому +1

      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
      @ishaanpotnis 2 роки тому

      @@GarethPronovost Sure. Thank you for your reply!

  • @oliviaehrenreichmarks418
    @oliviaehrenreichmarks418 2 роки тому

    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
      @GarethPronovost  2 роки тому

      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.

  • @antoinemuskat5557
    @antoinemuskat5557 2 роки тому

    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
      @GarethPronovost  2 роки тому

      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.

  • @dianehaef
    @dianehaef 3 роки тому

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

    • @GarethPronovost
      @GarethPronovost  3 роки тому

      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!

  • @davids4799
    @davids4799 3 роки тому

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

    • @GarethPronovost
      @GarethPronovost  3 роки тому

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

  • @myhelpersg
    @myhelpersg 4 роки тому

    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
      @GarethPronovost  4 роки тому +1

      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 :)

  • @samjones1856
    @samjones1856 2 роки тому

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

    • @GarethPronovost
      @GarethPronovost  2 роки тому

      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: ua-cam.com/video/lNr1G3Bc2tA/v-deo.html

  • @moshemo613
    @moshemo613 4 роки тому +1

    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
      @GarethPronovost  4 роки тому

      Exactly - this is how little code I know ;)

    • @GarethPronovost
      @GarethPronovost  4 роки тому +1

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

  • @lemaianh5746
    @lemaianh5746 4 роки тому

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

    • @GarethPronovost
      @GarethPronovost  4 роки тому

      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

  • @Nashadelicable
    @Nashadelicable 4 роки тому

    This was a great explianer!

  • @maim8718
    @maim8718 3 роки тому

    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
      @GarethPronovost  3 роки тому

      Hi! Yes, you can send email from Airtable in a couple of ways. The first way is to use mass email with SendGrid (ua-cam.com/video/WIQ6Lb4qRIw/v-deo.html) and you can also build an automation to send email to individuals like this (ua-cam.com/video/zIX3ABhO-08/v-deo.html)
      Hope one of these points you in the right direction!

    • @maim8718
      @maim8718 3 роки тому

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

  • @Pithon369
    @Pithon369 4 роки тому

    What happened to your audio at the end?

    • @GarethPronovost
      @GarethPronovost  4 роки тому

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

  • @360Creators
    @360Creators 3 роки тому

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

    • @GarethPronovost
      @GarethPronovost  3 роки тому

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

  • @shaunparfett
    @shaunparfett 4 роки тому

    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
      @Scalarissa 4 роки тому +1

      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
      @GarethPronovost  4 роки тому +2

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

    • @shaunparfett
      @shaunparfett 4 роки тому

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

    • @Scalarissa
      @Scalarissa 4 роки тому +1

      @@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
      @shaunparfett 4 роки тому

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

  • @quedaking1252
    @quedaking1252 3 роки тому

    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