[AIRTABLE AUTOMATIONS] - Trigger on a Schedule

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  • Опубліковано 20 жов 2024

КОМЕНТАРІ • 22

  • @newsalesexpert
    @newsalesexpert 3 роки тому

    This was an awesome tip for helping me create some records (recurring tasks in my Task Manager) on specific dates of each month! Thank you! If you decide to reshoot this video now that Automations can be run on a specific day of the week at a specific time of day, I suggest two other use cases that your basic solution can be adapted to. Those use cases are firing a reminder on the 20th of the month (new formulate field with DATETIME_FORMAT(SET_TIMEZONE({Current Date/Time},'America/Detroit'),'DD'). The other use case is the 3rd Monday of the month in which case another formula that checks to see if it is Monday (already in this video) and then that Day of the Month that I just described is inclusive of 21-27 (the third Monday has to have a date between 21 and 27.

  • @thecaseybean
    @thecaseybean 3 роки тому

    Thank you so much. Exactly what I needed!

  • @ihsanjambi2355
    @ihsanjambi2355 3 роки тому +1

    Thank you so much!
    is there an automated method to delete the data after certain time (Ex. after 24hr)

    • @GarethPronovost
      @GarethPronovost  3 роки тому +1

      Not yet - we can't delete a record using Automations 😢
      However, it's easy enough to build a view that filters those old records out, so that's my preferred approach.

  • @lucpoitras6241
    @lucpoitras6241 3 роки тому

    Question if I may (And sorry for being too granular here): All works fine besides one thing. If I want to create a new record that triggers at 15:15, can't work because by the time the Scheduler gets up to date, it can easely jump directly from example 15:12 to 15:17 that day, thus automation won't happen... Am I right? Thanks! Luc... If so, would be nice to have a date format where the record would create itself whitin the 10th and 19th minute. Hope this makes sense here.

    • @lucpoitras6241
      @lucpoitras6241 3 роки тому

      Lolll found solution: created new field with this formula :LEFT({Minutes (60)}), so if it's the 30th minute in the hour, it will show 3 in this new formula field, so the automation will have from the 30th and the 39th minute to create itself. this is fun!!!! :D Thanks again Gareth for everything!!!

    • @GarethPronovost
      @GarethPronovost  3 роки тому

      Awesome! Sorry I was slow to respond here!

  • @allison8589
    @allison8589 2 роки тому

    Is there a way to set it for the last business day of the month?

    • @GarethPronovost
      @GarethPronovost  2 роки тому

      Yes, but it's complicated. You could write a formula that calculates the last day of the current month. Then use this formula in your trigger by saying "when today is the day shown by the formula" activate the automation.

  • @jackalbers6085
    @jackalbers6085 3 роки тому

    Hey Gareth, I love all of your knowledge and really appreciate what you do. I have a question if it is possible to have a address field that when filling out a form labeled address it pops up multiple google maps options. Example when typing "453" multiple addresses with 453 etc pop up and fill out the most accurate address. I know other forms do that by requiring a api but airtable is the best database in my opinion but this has always been a problem of getting the most accurate address. Any insight would be great!

    • @GarethPronovost
      @GarethPronovost  3 роки тому

      Hey Jack - this isn't possible yet using Airtable forms. If you want this functionality, I'd suggest exploring different form options and then automating the data capture from the form and pushing that into Airtable. Hope this helps!

  • @Scalarissa
    @Scalarissa 3 роки тому

    Nice easy way and very flexible. I wonder what overhead tha now() function in a primary key column adds to the core AirTable platform. It's basically triggered all the time (every few seconds) as is the automation script.
    Let's hope they see this and add a native. Implementation
    Thanks as ever Gareth

    • @GarethPronovost
      @GarethPronovost  3 роки тому

      My pleasure - I agree with you about the native trigger... hoping that's on their roadmap!

  • @saulosoares5636
    @saulosoares5636 3 роки тому

    Great video!!!
    I'm having 2 issues here. Even though I set my timezone, it still displays the time one hour ahead, do you know how to fix it?
    Secondly, in the action step I can't use fields from other tabs, just the ones inside this "Scheduler" tab. I'm trying to create an automation that duplicates all "monthly" tasks every month when it'a the first day of that month. Do you know how I can do that??

    • @GarethPronovost
      @GarethPronovost  3 роки тому

      Hey Saulo - to fix the time, apply a TIMEZONE formula to display in your timezone.
      For your second question it sounds like you have the same tasks you want to create every time. In this case, type the information into the automation instead of referencing a previous step in the automation.
      Hope this helps!

  • @latticehudson
    @latticehudson 3 роки тому

    Can I use this if say I have a new client that onboards, and needs a set of template tasks for my assistant to complete?

    • @GarethPronovost
      @GarethPronovost  3 роки тому +1

      Check out the video we are releasing tomorrow for a template of tasks to be added based on a new project - I think that one will be a better fit for what you're trying to do (and I've included a template!)

  • @williamho161
    @williamho161 3 роки тому

    謝謝分享!👍

  • @RorySilva
    @RorySilva 6 місяців тому

    3 years later...still no 'delay' or 'scheduler'

    • @GarethPronovost
      @GarethPronovost  6 місяців тому

      I think their Scheduler option came a long way. True that there's no Delay option, but you can copy/paste a script to effectively pause an automation. We covered this in a video about 3 scripts everyone should know. Hope it helps!