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Hey all,I’ve hit a weird snag with one of my users and I’m not sure how to fix it. I have it set up where she has an interface and can create a new project with task templates that can be applied to it. There are a lot of different types of projects we do, so there’s around 6 different task templates.While setting this up and showing it to her (even in her view on the interface page), I was able to see and select all 6 templates. When she started sharing screen and showing me what was going on, 5 out of 6 of the templates said she was getting the message that she did not have the correct permissions to be able to apply them. I’m at a loss on how to fix this as she has editor permissions in the base and the interface, and I don’t remember setting permission levels for those templates in any way. So, any suggestions on what to do with this?Thank you!!

Hey all. I have a client to which I am creating some template tasks.  The problem I am facing is that.When the client changes its status, I need to create x amount of tasks. Example attached. I have an automation that adds another relation to Client-Tasks that displays the immediate next task So client has 2 relations to tasks. One to all tasks, one to just the next task, which uses the field.Next task for search to find the right taskThe problem I have is that after my automation creates the template tasks it sort them randomly Even though I have set up a sort list step first.Always the next tasks is a different one.  If I sort the tasks manually everything works good, but I am having a problem with the first step.So I need that:1 the first tasks are created in the right order based on the template order and sorted correctly, and also then I need to be able to manually sort them. Otherwise the client would never be able to mode them  

I am trying to open Airtable in Chrome but when I enter a url into a browser and hit return, the screen turns white and my Airtable is tab at the top of browser spins as though it was loading.  Then nothing happens.  The same url works on my colleagues computers no problem (by way of trouble shooting, my internet is working fine, OS and browser is up to date and running most recent version, I cleared my cache and browsing history, disabled all extensions).  I can get it to load in Safari but I want to use Chrome (I’ve set up some extensions and automations in Chrome and don’t want to leave this browser).  Not sure what to do!  

I’m designing a system for a client who produces enviromental survey reports They currently use Word, but non-technical staff keep breaking formatting and formulas. Of course it takes up a lot of time too because different people have to enter information they collected into the word document. What I need is:• Staff enter data via forms only • Calculations happen automatically• The report is generated as a branded, locked PDF• Users cannot edit layout or structure• Supports repeating sections (multiple findings per report) What is the best way to implement this in Airtable?Should this be done with Airtable alone, or via integrations (e.g. Docupilot, Make, Zapier), and what is the most robust architecture to prevent users from breaking templates?

Hey Airtable Community! ICYMI, Airtable just launched Superagent, helping you turn complex business questions into boardroom-ready answers, beautifully rendered as reports, slides, or websites. (I’ve experimented with it and it’s sooo cool!) We also have an AI User Group right here in the Airtable Community (come join us!) hosting monthly events for anyone curious about AI. Our next event will be on February 12, where you’ll get to hear directly from the team who built Superagent. 🗓 Here's what you can expect at this 30-minute event: A live demo of Superagent in action  How Superagent turns a single question into rich, interactive, and visually stunning deliverables When Superagent is the right tool for solving complex business problems How the product team thinks about agent-driven work, end to end Live Q&A with the builders behind the product 👀 Who should attend Teams exploring agent-driven workflows Leaders and practitioners who regularly tackle strategic or high-sta

Hi,M problem is that [object Object] is displayed when trying to view the data from one row from one  column instead of text. The issue arises only on one new column on my table. The error comes via a connected application called Fillout, which I assume uses the standard Airtable API’s.Initially I thought it was taking time for the Airtable API interface to be updated. Then I thought I had better refresh the fields in the ‘connected’ to Airtable view on Fillout. But here I am days later without any clue as to what is still wrong. Before you ask, Fillout is happily returning data from a Long Text field in the exact same base and table. One of our team added this new AI auto-generated text field and this is the only field with this problem. The field editor permissions are the same ‘Editor and up’ on both old and new fields. Both fields are a singleton ‘Lookup’ type to the same parent table.I started a totally new form in Fillout and added both the old (not AI) and the new (AI) text fiel

Hi everyone 👋I’m an Automation Specialist working with Airtable and Make.com (Integromat).I help businesses:• Build scalable Airtable bases• Design and optimize Make.com automations• Integrate Airtable with Microsoft 365, Google Sheets, CRMs, and email systems• Replace manual processes with reliable, documented workflowsRecent experience includes:• Membership & renewal automation systems• CRM sync with WhatsApp and email workflows• Multi-step Make.com scenarios with error handling and loggingI’m currently available for:✔ Freelance projects✔ Long-term automation support✔ Remote contract workIf you’re looking for help or want to discuss a use case, feel free to reply here or send a DM.Thanks! 

Hi everyone!I’ve been experimenting with Airtable as a way to organize and share daily word puzzles inspired by the NYT game Letter Boxed. The idea is to create a base where: each day’s puzzle layout is stored, community submissions (solutions) are logged, performance (time/words/points) can be tracked, and users can filter or sort challenges by difficulty or date. So far it’s been really helpful for keeping everything structured and allowing others to contribute solutions easily.A couple of things I’ve set up in the base: Grid view for daily puzzles with letter sets and status Form view so players can submit solutions Leaderboard view sorted by points or speed I’m curious how others here might use Airtable for game-like engagement, daily challenges, or community-driven activities. Has anyone built something similar? Any tips on making the base more efficient or fun (e.g., automations, lookups, dashboards)?Thanks! Looking forward to your ideas 😊

Hi everyone!I’ve been experimenting with Airtable as a way to organize and share daily word puzzles inspired by the NYT game Letter Boxed. The idea is to create a base where: each day’s puzzle layout is stored, community submissions (solutions) are logged, performance (time/words/points) can be tracked, and users can filter or sort challenges by difficulty or date. So far it’s been really helpful for keeping everything structured and allowing others to contribute solutions easily.A couple of things I’ve set up in the base: Grid view for daily puzzles with letter sets and status Form view so players can submit solutions Leaderboard view sorted by points or speed I’m curious how others here might use Airtable for game-like engagement, daily challenges, or community-driven activities. Has anyone built something similar? Any tips on making the base more efficient or fun (e.g., automations, lookups, dashboards)?Thanks! Looking forward to your ideas

Problem:If you’ve ever tried connecting Airtable with DocuSign through Make.com, you’ve probably realized how little documentation there is—especially about the nuances of how the DocuSign module actually works. It took me a lot of trial and error to figure out how to get everything syncing smoothly.Solution:In this tutorial, I show how to build a full document automation between Airtable, Google Docs, and DocuSign using Make.com—step by step. You’ll learn how to generate a document template from Google Docs, send it for signature via DocuSign, and track everything back in Airtable automatically.⚙️ What You’ll Learn:How to generate document templates in Google Docs from Airtable records How to send those documents through DocuSign using Make.com How to sync signed documents and signature statuses back into Airtable How to handle tricky module settings and webhook responses in Make.com Lessons learned from testing and debugging real-world workflows👉 Watch the full tutorial here.

Hi, I use Airtable for keeping an inventory of artworks. I need to be able to pull a PDF of selected records and selected fields, and put our branding at the top. Is this possible? I am wondering if Airtable is not the right programme for us.  Thank you,Beth 

Hi everyone,Many of you generate documents from Airtable (contracts, invoices, NDAs) and need signatures. The typical workflow looks like:Generate doc with TypeFlow (our core product is to automate the document generation with Airtable data). Zapier/Make sends to your favorite e-signature tool Signature collected Zapier brings it back to AirtableIt means 3 software (and subscription) to handle the whole document generation + signature flow. TypeFlow now handles the full loop by adding the e-signature featureAutomate your document from Airtable with TypeFlow Send for legally binding signature (ESIGN, UETA, eIDAS compliant) in TypeFlow Signed PDF automatically back in your base No Zapier, no e-signature needed, no fee per signature.Every signature includes:Audit trail (IP, timestamp, device) SHA-256 document hash Certificate of completionour website: https://www.typeflow.us/e-signatureIf you have any question feel free to reach out to me

We use Airtable to manage trailer rentals and insurance compliance. Customers periodically upload updated Certificates of Insurance (COIs), and we need to retain all past COIs for audit and compliance purposes. The issue is that Airtable automations overwrite attachment fields when updating records. When a new COI is uploaded, it replaces the previous file, which causes us to lose historical documents.What we want is for a “Misc Attachments” field to act as an archive, where: Any new file added to the COI field is copied into Misc Attachments Existing files in Misc Attachments are preserved No previously uploaded documents are deleted Requirements: Both fields are attachment fields in the same table The process should be automatic (triggered when a COI is added) The archive must be append-only (no overwriting) Preferably no third-party tools We are currently exploring a scripting automation that: Pulls existing attachments from the archive field Appends new COI files Writ

Hello Airtable Community,I am currently exploring ways to enhance our workflow by integrating Airtable with Microsoft Copilot. My goal is to be able to ask questions related to our Airtable data directly within Microsoft Copilot, which already has access to our other business files like emails and documents.Use Case: We use Airtable extensively for managing various aspects of our business. Having the ability to query Airtable data directly in Microsoft Copilot would streamline our processes significantly. For example, I would like to be able to ask questions such as "What are the latest updates on table x".Questions:Has anyone successfully integrated Airtable with Microsoft Copilot for similar use cases?What are the best practices or tools (e.g., APIs, automation platforms) to achieve this integration?Are there any specific challenges or limitations I should be aware of when setting up this integration?I would greatly appreciate any insights, experiences, or recommendations from t

Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m running into automation errors in my Airtable base. Could you please share your suggestions on how to troubleshoot and fix them?RegardsDheeraj Sudan and Meenu Hinduja

Hi Airtable community!!I run a home staging company based in Boston and I’m looking to hire an experienced Airtable specialist to help me architect and implement a smarter inventory system that connects cleanly to the rest of my business.I have sent a few submissions to people already listed on the Service Partner Page, but I am looking for someone 1:1 to build an ongoing relationship with who can truly advise me on this first goal of getting inventory system in place and then building other uses for it within Airtable. High-level goal:I want my inventory to live natively in Airtable and be easy to select, track, and deploy across projects, rooms, and timelines, without manual duplication or clunky workarounds. I also want my team to be able to scan QR codes so that the inventory is directed to those projects.Current setup and thinking:• Inventory images are stored in Google Drive and already integrated with Airtable• Each item has images, categories, and usage across multiple projects

I have a database that is used to record the status change of projects and I need help with my automation. Currently I have an automation set up that is triggered when a record is updated (watching the “status” field); then it creates a record on my Change Log Table. I want it to record the “old” status and the “new” status in a field, along with the date the change was made and the user who made it. I am having trouble setting this up, can anyone help? Thanks in advance!

Hi! I wanted to put up a topic about a feature which would tell you which fields should be killed. Airtable could develop something which ranks fields by dependencies and “data completion” (data completion being a stat calculated by “Number of Records where Data Exists” / “Total Number of Records”. This way, we could know if theres not a lot of people using this field and secondly, whether there are dependencies. Omni is great but lots of bases get too many fields over time and we have to start deleting them. I want features that make my bases more elegant/simple.

Hi everyone,I’m currently working with a group of teachers in Mexico who use the fone morelos to access their monthly payslips. We’re exploring ways to use Airtable to better organize and manage this payroll information in a clean and automated format.Has anyone here built a workflow in Airtable to upload, categorize, and summarize recurring PDF documents like payslips? Ideally, we’d like to extract key details (dates, amounts, etc.) and display summaries by month or year.Any tips, templates, or automation tools that might help would be much appreciated. Thanks in advance!

​🚨 It’s happening again — the second edition of the Airtable Community-Led Hackathon is officially going down. It all started last year with this low key community post, and we had +100 signups for our Nov 2025 event (fully remote). It was an absolute blast (check out submissions here), so we figured it was the perfect excuse to shake things up again in early 2026. Here’s how it works this time 👇 🟢 Signups are OPEN now (link here)🎯 Theme: "Let’s Play 🎲"🛠 Start building: March 1, 2026📤 Submissions: Open from March 1 to March 17, 2026 More about the theme:What happens when you mix Airtable, creativity, and a bit of mischief? A game!Board game, trivia, RPG, simulation, puzzle, management game... anything goes. If someone can play it, you’re on the right track.🏆 How will winners be chosen?Once again, there'll be three awards:Airtable's Official AI Award: Chosen by Alex McDonnell (Airtable's Director of Product Marketing) for the best use of Airtable's AI features. Basefluencer Awar

I’m loving interface extensions so far! It’s super easy to get up and running. I have an external website that uses the Airtable API that I think would work much smoother if it were an interface extension and inside AT proper. The only problem is… it’s in Vue, and it’s way too complicated a project to rewrite from scratch in React.Assuming the interface extensions team isn’t planning on making a Vue SDK as well (...unless? 😳), has anyone tried inserting a Vue component into React, specifically inside the Airtable Blocks SDK, where no Vite config file is available?

Can someone guide me on whether there is a way to nest views under major topics/departments? For example, our photo team might want to have different ‘Views’ they use, but I want to group all of their views under one department. Our ecomm team also has different views, but I want to nest them all under ecomm. I work with between multiple departments, so I want to see views grouped by department (photo, ecomm, production, retail, etc.). We are in the beginning phase of setting up airtable for our teams so we are still learning how this all functions. Thank you for your help!

We are looking for Airtable to help automate our Onboarding process.  It seems like it sends a blank email whereas we want a calendar invite they can click accept and it be inserted into their calendar.  Then we also tried Google meetings to get this working but it only works with 1 user.  Once you add more than 1 person it will not send a calendar invite.  Any advice would be appreciated.

We use Airtable heavily with parent --> child relationships and are trying to standardize our workflows using record templates, especially within Interfaces while reducing the amount of automations used in this aspect of our workflow.What we’re trying to do (high level)We want to generate groups of task records (child records) and link them to a parent record that already exists. We only ever work in interfaces so it must have a way to function for our users there.Using record templates or a native grouping feature Without relying on automations Without creating a new parent recordCurrent setupWe have many tables that act as a parent record and then one table that is the child record (tasks). Most of them have a pre- and post- step of creation, some with 3 steps where specific tasks are generated at each phase (e.g. Interest, Application, and Decision). Below is an example of 2 steps (pre-award and post-award). Pre-award tasks (works well) Parent record is created via an Interface f

I’m curious about external Airtable documentation. How do you document the setup of your Airtable bases?My team uses a couple of bases and we’re exploring how best to document them. We use Notion for other purposes, including knowledge management. We’re working on user guides for how staff use the bases, but my question for this group is more about the technical documentation.I started playing around with the idea of documenting each table and their fields in Notion databases. That quickly started to feel like we’d sort of just be recreating the base structure in a way that is very difficult to keep up with. We feel the need to have external documentation (to include documenting integrated forms in Fillout, some automations in Make, etc.), but haven’t yet landed on the right format and scale. Would greatly appreciate hearing what anyone else does.