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Automation: Set Currency on Billed projects ​

Purpose Whenever a Billed projects record is assigned a Client, but its Currency field is still empty, Airtable automatically copies in the client’s default currency. This ensures every project record immediately reflects the correct currency without manual selection. Instead of a lookup the currency is copied because in the future the client's default currency might change.

How it works ​

  1. Detects any Billed projects record where:

    • Client is not empty
    • Currency is empty

  2. Updates that record:

    • Sets Currency to the name from Currency (from Client) lookup

Prompt for Airtable Omni ​

(Quickly create this automation via AI in your base)

text
Create an automation:

• Trigger
  - Type: “When record matches conditions”
  - Table: Billed projects
  - Conditions:
      1. Field “Client” is not empty
      2. Field “Currency” is empty

• Action
  - Type: “Update record”
  - Table: Billed projects
  - Record ID ← Airtable record ID of triggering record
  - Fields to update:
      • Currency ← Currency (from Client) ▶ Name

Paste this into the AI Assist prompt inside Automations; Airtable will scaffold the trigger and update step for you.