Delete that value and map in your own search term. The curly braces for the “Map Your Search Value Here” text will turn look like a Zapier mapped value when pasted into the Formula field.Don’t remove the curly braces from the column name section.We’re mapping the search term in between the tags and typing in the Column Name we want to search between the )) We’re using the Airtable FIND formula to look for the mapped value ( Beeblebrox) inside the “ Full Name” column. We can set up the Airtable “Find Record” Step like this: Let’s say we get a form submitted by Zaphod from another app but they only identified themselves as Beeblebrox. If you wanted to search in multiple columns in each record, you could create a formula that combines the values from multiple columns into one and then do the Fuzzy Search in that combined column. In this case, the Full Name column is defined by a formula in Airtable that combined the First and Last Name columns, but that isn’t necessary. Let’s say I have the following data in my Airtable: Airtable is a database app that has an interface that feels much more like a spreadsheet, so if you’re familiar with Google Sheets it should be relatively easy to pick it up. To use this method, you’d need to use Airtable to store your “spreadsheet” information. I was able to find a way to use Airtable’s Search Formulas to do a Fuzzy Search in an Airtable. Google Sheets will only return exact matches for now. What I want to do today is connect our Airtable app to ChatGPT and Google Docs so that whenever a new record is added to our Airtable account, OpenAI will create an outline at the bottom of our selected Google Doc. With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Email by Zapier, Gmail, and Airtable. This isn’t supported in the Google Sheets App (we are tracking requests for this feature for Sheets, so let us know via our Support Contact Form if you want that). Automate document outlines with ChatGPT and Zapier. Do even more with Email by Zapier + Gmail + Airtable. A Fuzzy Search in this case is where we look for instances where the search term and cell don’t exactly match, but the cell contains the search term. We can successfully find the row by doing a “Fuzzy Search”. But what if what if our search data is only a fragment of what is stored in our spreadsheet, but we still want to find the row.įor example, what if we want to search a set of names but we sometimes we have a full name to search with and sometimes we don’t? What if the capitalization doesn’t perfectly match? For example, we could search for a customer by their name or email address. BackgroundĪ common thing to do in Zapier is to search for a row in a spreadsheet based on some value. If I use the “Update Airtable Record” action instead, then I need to insert a sear ch step for the record I want, which I cannot do on a free plan.Tim here from the Zapier Support Team with a workflow idea. The reason I cannot use Surname & Firstname combo in the Lookup fields is that these values may change and I would end up creating a new record when I actually want to just update the existing record using the record_id. Since I need to lookup the record with unique value, the only way to source that unique value is using some function or formula field within Airtable. However, “phone number” formatted fields are also missing. It seems only text fields are displayed here. The fields that are available are as follows: In fact, very few fields of the Airtable base table are available to select as a lookup field or even a secondary lookup. However, in the Action Step of the zap, when I try to use the “Zapier Key” field as the Lookup Field for my Airtable record, it is not available in the list of fields. Since I am on a free plan, I cannot do a 2-step zap, so I have to use “Create or Update an Airtable Record” to achieve this in one step. When a Zapier table record is updated, I want to update the same record in Airtable. I also have a Zapier table that reflects as subset of these Airtable fields - including the Record_ID The field list is displayed here and the Record_Id field is named “Zapier Key”: This is the unique field for all records in the table. I have an Airtable base / table with many fields, name address phone etc, and it includes a formula field which is populated with the Airtable RECORD_ID() function.
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