With the SendGrid extension, you can use the SendGrid API to send a customized email to each person on a list of contacts. Please note that you'll need a SendGrid account and a SendGrid API key in order to use this extension . NOTE Do not use this extension to send spam or other unwanted emails. If you are sending these messages for commercial purposes, please ensure that you are abiding by all relevant local regulations related to email communications ( such as the CAN-SPAM act ) Introduction Plan availability All paid plans Permissions Owners/ Creators - Can create, delete, and modify extensions Editors - Can edit the configuration of previously configured extensions Platform(s) Web/Browser, Mac app, and Windows app Related reading Guide: Build your own Airtable extensions Airtable terminology Extension - Extensions are modular components that add visuals or functionality to a base, and were shown in the base's

” button action instead. Toggle on the “Open in new tab” option to force the interface page to open in a new tab rather than load the page on the current tab. By default, this option is toggled on, but there may be use cases where you want this option off. Go to external URL Once you’ve reach the button configuration properties, give the button a descriptive “Label” so that end users know what the button does. Under the Action section, optionally require confirmation. Learn more about configuring button confirmation here . You can also change the “Action” to another available button action type if needed. In the Data section, there are two settings to configure: Choose the URL “Destination” that end users will access when this button is clicked. We always recommend inserting URLs with the https:// prefix here. Toggle on the “Open in new tab” option to force

This article covers tips to help you learn how to use Airtable formulas to streamline your team's and organization's work. Introduction Plan availability All plan types  Platform(s) Web/Browser, Mac app, and Windows app  Related reading Getting started with formulas  Formula foundations Formula field reference   Using curly brackets to reference field names Using curly brackets When referencing a field, it's a best practice to surround the field name with curly brackets (e.g. {Due Date} ). However, there are a few aspects of referencing fields that you'll need to know when writing Airtable formulas. For fields with only a single word or character (e.g. no spaces in the field name), you don't have to add curly brackets around the field name. See the animation below showing a reference to the date field without brackets. IF(NOW() > Date, "Overdue", " There's still time!") If

Plan availability All plan types Platform(s) Web/Browser, Mac app, and Windows app Related reading Airtable field overview Airtable terminology Attachment - A file that's stored and displayed as part of a record. An attachment field is a type of field that allows you to attach one or more files directly to a record. Adding attachment fields in Airtable Adding attachment fields Visit your Airtable homepage . Create or open your preferred base. Add or edit a field . Search for select Attachment . Click Create field . Uploading attachments in Airtable Uploading attachments NOTE We currently support individual attachments up to 5GB in size. You can upload any file type into an attachment field, but only certain file types can be displayed within Airtable. Learn about which file types are able to be viewed in this article . Visit your Airtable homepage . Open your preferred base. Click the + icon in the record

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Plan availability All plan types with varying limitations Permissions Owners/Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description. Editors - View an automation's configuration or copy an automation's URL. Platform(s) Web/Browser, Mac app, and Windows app  Related reading Creating an automation - Learn how to set up your first automation in Airtable. Outlook automation triggers Learn how to use Airtable Automations with Outlook to: Send an email in Outlook Email Create an event in Outlook Calendar Update an event in Outlook Calendar Note If your organization uses Microsoft Exchange email servers , only the cloud-based version of that service will work with our Automations feature. On-prem Microsoft Exchange servers are currently not able to integrate with Airtable. Setting up an automation to use an Outlook action Step 1: Create a new automation T o start creating an automation, from

Plan availability All plan types  Only Business and Enterprise Scale plans users can reference non-base collaborators in a user field. Platform(s) Web/Browser, Mac app, and Windows app Related reading Field type overview Managing Airtable notifications Creating custom notifications using Airtable automations Airtable billing overview Adding user fields in Airtable The user field allows you to select one or more collaborator and non-collaborator names from an automatically generated dropdown list of users. This article covers how to use user fields to streamline your team's and organization's work. Adding user fields Visit your Airtable homepage . Create or open your preferred base. Add or edit a field. Search for and select User . From here, you can toggle the "Allow adding multiple users" button ON/OFF to permit or remove adding multiple users per record. Additionally, you can toggle the "Notify users with base access when they

Plan availability Paid plans only Permissions Owners/Creators - Can configure new record templates, modify existing templates, delete record templates, and add or apply them to the base. Editors - Can add or apply previously configured record templates to the base. Platform(s) Web/Browser, Mac app, and Windows App Related reading A general understanding of our linked records feature . Date dependencies Airtable terminology Template - A template is a predefined schema of static (default) information that can create the same set of records over and over again by utilizing linked record relationships. Sub-record - Using the parent/child relationship schema, sub-records are the child. Linked record fields are necessary for sub-records to be configured and created. Apply - The action of having a record template's configuration overwrite a given record. If sub-records are involved, then applying the template will also create those predefined records associated with the template

Note If you are a developer looking to build an OAuth integration with Airtable and this is your first time testing OAuth functionality we recommend reading through the OAuth reference and utilizing the example setup repo . OAuth integrations allow users to grant API access to their Airtable resources with third-party services. In addition, with OAuth Integrations, users can control what resources third parties can access while allowing them to revoke access at any time. Introduction Plan availability All plan types/levels Permissions Collaborator permissions are needed to use OAuth Integrations as described in the article below Platform(s) Web/Browser Related reading Review this article if you are a developer looking to create an OAuth integration Authorizing third-party services Third-party integrations are initiated by the third-party requesting access to your Airtable resources, allowing you to share access to specific workspaces and bases.  Granting access to

This article covers how to work with and troubleshoot timezones to streamline your team's and organization's work. Introduction Plan availability Insert plan types this feature is available to Platform(s) Web/Browser, Mac app, and Windows app  Related reading Getting started with formulas Formula foundations Options for displaying dates in Airtable  Options for displaying dates All dates are stored in Airtable in Greenwich Mean Time, or GMT . But, how you choose for them to display in your base is a field-level setting that will affect all collaborators. You can have dates display either: In collaborators' local time , so the datetime will appear different for viewers in different timezones, adjusted from GMT As the same for everyone , done by switching on the "Use the same timezone for all collaborators" toggle shown below, in the field's customization menu. Here are a few facts related to this: There

Plan availability All plan types Permissions Owners/Creators/Editors Related reading Locked views : Only available for Paid plan users who want to take extra precautions to ensure that the sorts they use won't get accidentally changed. This setting prevents alteration of a view's configuration unless it's been intentionally unlocked by someone with creator permissions . Platform(s) Web/Browser, Mac app, Windows app, and mobile apps Sorting Airtable views While in a view , you can sort your records so that they appear in a particular order according to the values in specific fields. Sorting your records in one view doesn't affect the order of records in other views—it just applies to the view you're currently using to look at your table. Applying a sort from another view's configuration To apply a sort that has already been configured in another view, click the Sort

selected base as a starting point. However, any features that are not currently supported in managed apps & components (see above) will not be copied over to the development base. Can I publish a managed app or component to my entire organization on Enterprise hub? Publishing across an Enterprise hub is supported, and managed apps or components can be used in other organizational units. As an external collaborator, what permissions do I have? External users (i.e. users who do not belong to your organization) may be added as collaborators to the development base of a managed app/component, just like any other base. All collaborators with creator permissions (including external users) on the development base will be able to edit and publish a managed app/component. However, only members of the enterprise organization may change the Audience of the app/component. You are only allowed to create managed apps

Plan availability All paid plans Permissions Owners/Creators - Can create, delete, modify, lock/unlock, and print views Editors - Can create, delete, modify, and print views Commentors - Can create, delete, and modify their own personal views Platform(s) Web/Browser, Mac app, and Windows app What is a Gantt view? A Gantt chart is a type of horizontal bar chart that uses bars to visualize a schedule of certain activities (tasks, projects, events, resource expenditures, etc.) over time. The length and position of each bar shows the start date, end date, and duration of each activity, and the bars are stacked into rows in such a way that you can easily see at a glance which activities overlap and for how long. With the Gantt view in Airtable, you can visualize a schedule of related activities over time — like tasks, projects, or events — on a Gantt chart. You can use

rd in a List view is called (i.e. "Task" vs. "Record") use the customized terminology feature . Interacting with a List view Now that you have a List view created, there are a few ways to interact with the view. Keep in mind that the ability to perform the actions listed below will depend upon each user's permissions .  Create new records There are a few different ways to add records in the List view: New records can be added to levels 2 and 3 using the +  actions below the last record in each level (shown below as +Add task and +Add feature  on the left side). To add new records for any level use the blue and white plus button in the bottom right corner of the view. Finally, pressing Enter at the end of the first column's text field will make a new record (similar to shift

Plan availability All plan types with varying limitations Permissions Owners/Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description. Editors - View an automation's configuration or copy an automation's URL. Platform(s) Web/Browser, Mac app, and Windows app  Related reading Creating an automation - Learn how to set up your first automation in Airtable. Determining which Slack action to use When building an Automation, you may choose between the Slack: Send a message or Slack: Send an actionable message  actions. When the automation runs successfully, a corresponding Slack message will be sent to the specified Slack channel, or user(s), containing the message you customized during the automation configuration process. This article will run you through the basic setup process of an automation containing either of these actions as well as some limitations, expectations, and other details that are helpful to know

ions, please read our this support article .

Plan availability Team, Business, and Enterprise Scale Permissions Owners - Can adjust workspace settings and handle billing-related changes Admins - Can adjust org-level settings in admin panel Platform(s) Web/Browser, Mac app, and Windows app Related reading Guide: Accelerate your work with Airtable AI Why use AI in Airtable? There are 6 overarching reasons to use AI in Airtable: Speed up app creation and time-to-value Surface: Airtable Cobuilder Summarize and extract insights Surfaces: AI comment summaries , Long text fields , Automations Categorize information Surfaces: Long text fields , Automations Route work-in-progress Surfaces: AI Linked record matches , Automations Generate content Surfaces: Long text fields , Automations , AI formula generation Translate any language Surfaces: Long text fields , Automations AI billing overview For the most current billing information, please visit our pricing page . This article will focus on self-serve  Team  and  Business  plans. Customers who have worked with our

Plan availability All plan types Platform(s) Web/Browser, Mac app, and Windows app  Related reading Field type overview   Supported field types in Airtable overview  Airtable field actions Airtable terminology Field type - A field type specifies the kind or format of data stored in a given field — for example, long text, date, multiple select, or attachment Multiple select fields in Airtable  In Airtable, fields allow you to organize all the details for any record in your base, so they can easily be sorted, managed, and analyzed. In this article, learn specifically about Airtable's multiple select fields and how to use them. Multiple select fields are similar to a single select field—allowing you to choose from a preselected list of options. Unlike a single select field, you can select as many options as you'd like per cell. Adding multiple fields in Airtable Visit your Airtable homepage .  Create

Plan availability All paid plans, but certain features are only available to Enterprise Scale and Business plans as outlined in this article Permissions Owners/Creators Platform(s) Web/Browser, Mac app, and Windows app Use cases for field manager and dependencies The field manager is a surface in Airtable focused on table configuration — giving users more control over permissions and settings for things like schema fields and field configurations . The field manager and dependencies can be used to: Bulk field delete  Update field permissions  Review a complete list of fields connected to a table Locate relevant fields to update through filtering and sort by different criteria Identify if a calculated field is broken Identify which objects are dependent on a specific field before making changes to or deleting a field Identify who created or last modified a specific field Accessing the field manager To access the field manager from

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