When building an Automation, you may choose the "Send an email" action. When the automation runs successfully, a corresponding email will be sent to selected email targets, containing the customizable information of your choosing during the automation configuration process.
Automations are included in every Airtable plan, with varying limits depending on your plan. For more information please see airtable.com/pricing.
After you have configured your base in the manner you choose, you can then begin configuring your automation. To start creating an automation, click on “Automations” in the upper right corner of your screen. Then, click “Create an automation” to begin the setup process. For this example, we will be setting up an automation that sends an email when a project, in our Project Tracker template, is completed.
Choose a trigger
First, we will set up a trigger to fire when a project enters a "Completed" view. In our Project Tracker base, we have previously created a filter that only allows projects from a completed checkbox field to enter the "Completed" view. To do this, choose the corresponding table and view within the base and test the trigger.
After testing successfully, we can move onto setting up the action.
Add an action
To set up the "Send an email" action click the blue "+ Add Action" button. Then, click on the "Send an email" option. This will bring up a box with configuration options to add recipients, a subject line, and the message body. Your automation can send out a custom message that combines information from Airtable records, emojis, rich text, and plain text. You can click the blue and white plus-sign to add values in from the triggering record. Additionally, you can access more values by clicking on the "Field values" drop-down arrow.
You may email any number of collaborators with verified emails, or, depending on your plan, a set number of other unique email addresses (non-collaborators) per day. You'll see this denoted at the top of the send email action.
By clicking on the "Show more options" drop-down arrow, you will have the ability to customize four additional parts of the automatic email you send out, which includes "CC", "BCC", "From name", and "Reply to". It's a good idea to BCC your own email address. You can remove your email address after the automation is confirmed to be sending the email correctly.
Run a test
After your message looks the way you want it to you must click "Run test" to ensure the action is working properly. If the test runs successfully, then at this point it's a good idea to check that the test email sent successfully. If so, you can now turn on the automation so that your custom notification sends out each time a project is completed.
Looking to add a break to the body of your email? Consider using a page break by inserting the
What is the sender email address?
Currently, all email messages will show up as from "Airtable Automations" at this email address: firstname.lastname@example.org. However, you can specify a custom "From Name" and "Reply To Email Address". These will appear in the email as "From Name (via Airtable)".
How many emails can I send per day?
You can send any number of daily emails to collaborators that have verified emails for their Airtable accounts. For non-collaborators, there are various limits for how many emails you can send per day depending on your plan. You'll see these limits shared at the top of the "Send email" action.
Emails aren't sending correctly to my collaborators?
Make sure each of your collaborators have verified the emails connected to their Airtable accounts. When creating a new Airtable account you should receive an email from Airtable with a link to click to verify your email.