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Kuovonne's Guide to Airtable
  • Pages
    • Kuovonne's Guide to Airtable
      • Fields
        • Overview of fields types
          • Editable Field Types
          • Computed Field Types
          • Field Types by Formula Data Type
          • Field Types in Scripting
        • Specific field types
          • Formula fields
            • Demystifying Formulas (DareTable 2022)
          • Rollup fields
          • Select fields
          • Attachment fields
            • Uploading Attachments
            • Attachment Size
            • Attachment URLS
            • Thumbnails
        • Converting Field Types
        • Naming fields
        • Metadata fields
          • Simple Metadata Fields
          • Data Validation
          • Additional Dependencies
          • Original Record URL (Thumbprint) Field
          • Column Divider Fields
          • DareTable 2023 Presentation
        • Field dependencies
      • Formulas
        • Formula Field Reference
        • Writing Formulas
          • Using AI to Write Formulas
          • General tips for writing formulas
          • Testing for Blank Values
          • Drafting Formulas in Parts
          • Function versus Operator
          • Typing Special Characters
          • Commenting Formulas
          • Formulas to avoid
        • Formatting Formulas
          • Basic Rules
          • Nested IF formulas
          • SWITCH Formulas
          • Operators
        • Specific Formulas
          • Ranges of Numbers Values
          • Comma Separated List of Fields Values with Optional Fields
          • Earliest / latest date across columns
          • List Fields Values (one per line) with Optional Fields
          • Rounding a date to the half year
          • Url of Interface Page for a record
          • Removing varying items from a list
        • Data Type Conversion in Formulas
          • Text to Numbers
          • Numbers to Text
          • Data type conversions with Dates
        • Troubleshooting Formulas
          • Formulas that won't save
          • Hiding or showing #ERROR!
          • Troubleshooting date/time/duration formulas
          • Troubleshooting numeric formulas
          • Troubleshooting formulas with lookups
          • Troubleshooting text formulas
      • Automations
        • Triggering automations
          • Triggering automations for typed values
          • Triggering automations on existing records
        • Sending Emails
          • Ways to send emails
          • Using links in emails
          • Emailing Attachments
        • Accessing updated record values
        • Third party automations
        • Managing automation runs
      • Templates
        • Templates for record values
        • Templates using field values
      • Controlling Access
        • Sharing a base
        • Access control considerations
        • Techniques for limited access
          • Airtable interface
          • Share link access
          • Synced table
          • Prefilled forms + Automations
          • 3rd party portal
          • 3rd party webhook
        • Preventing base duplication
      • Specific Solutions
        • Most recent form submission for ermail
        • Email digest of a person’s records
        • Sum of Multiple Select choices
        • Link to multiple records based on select choices
        • Dropping Lowest Score (top 4 of 5)
        • Identify the position of a record in a linked record field (top 4 of 6)
        • Sequential Numbering of Records
        • Ending a list of rollup items with ", and"
        • Table ID in a formula
        • Latest/earliest date across several fields
        • Associating People with Records
        • First Tuesday of the Previous Month
      • Miscellaneous
        • Web API Calls for External Integrations
        • Getting paid to work with Airtable
        • Hiring a consultant
        • Airtable Communities
        • Making major changes to a base
      • Suggestion for this guide
      • Future Content Ideas
        • 🚧Normalized Design
          • Automations
Kuovonne's Guide to Airtable
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Automations
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Automations

Prefer built-in automations versus 3rd party automation systems such as Make or Zapier.
Use 3rd party automation systems when you need to protect sensitive credentials to 3rd party systems versus hardcoding them in scripts.
Use “when record meets conditions” trigger instead of “when record enters a view” condition.
For a single system, consolidate logic in as few places as possible (view filters, formula fields, automation itself)
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