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Automate email digests with 3 new features 🚀


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Karlstens
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  • Brainy
  • 601 replies
  • June 12, 2021
Jason11 wrote:

There is a way to do this! Start by adding a second “Find records” action to your automation flow. For each individual “Find records” action you can set different filter criteria (just like for a view) to only find records that match your filter conditions.

Then, you can insert records as a grid using each of these separately. Here’s how that might look when using the “Send email” action. Notice that each HTML grid is using a different “Find records” action step from above.

Then, run a test to make sure the right records are being displayed. Here’s an example of two grids in a received email.

Hope that helps Sara!


The “Render as HTML grid” is awesome! I’m not too sure however, if I’ve missed a step - because my emailed grid has the columns out of order. In all the views, taking your example, I have Channel - Status - Name, but when it renders to the grid my resulting email has the columns in a different order and I have no idea what controls this… I’m reading up further support articles, but would appreciate any pointers if anyone has time to comment.

EDIT: Ahh, here we go;

Is there a way to order the HTML grid or list?

Currently, the order that the list of records appears in is from created first to created last. At this time, there are not any ways to reorder the way the list is rendered.

Ahhh, that’s tough. Can we please have the HTML grid order as per the View that it’s pulling the data from? There’s no way that I can easily delete and recreate the columns just for the sake of the output order - Would be good if we can get a fix for this asap.


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  • Known Participant
  • 40 replies
  • June 12, 2021

Excited about the digest, but also having issues – two big ones for my use.

Issue #1) It is frustrating that even when the records are sorted by date, they show up out of order in the grid

Issue #2) The time zone is set from my google calendar sync and shows up correctly in my base, and then converts to UTC in the digest.

Start End
7/3/2021 11:00pm UTC 7/4/2021 2:00am UTC
6/19/2021 11:00pm UTC 6/20/2021 2:00am UTC
6/26/2021 11:00pm UTC 6/27/2021 2:00am UTC
7/2/2021 11:00pm UTC 7/3/2021 2:00am UTC

Hi! I keep trying to set up a daily digest including the start time of an event. However, it keeps changing and sending the time of the event as UTC. I have NOT opted to “Use the same time zone (GMT) for all collaborators” when I created the “Date” field on my base.

What can I do?


Justin_Barrett
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@Jessica_Pena @Chantal_Encalada The UTC issue that you both mention definitely feels like something that could be improved in Airtable. While Airtable staffers might see your comments here, I suggest writing to Airtable support directly with your feedback.

In the meantime, you could create formula fields to force-format your date fields based on your local timezone, and include those formula fields in your digests instead of the actual date fields. (Internally, all dates are stored relative to UTC/GMT. The switch in the date field options only controls how dates are displayed to the user, not how the data is stored.)

@Jessica_Pena The Find records action was recently updated to support collection of records from a specific view in a table. My gut says that this option should retain the record order within that view—including sorting—whereas the condition option will likely use a different order. I haven’t tested this theory, but I wanted to throw the idea out there in case you haven’t tried it yet.


kuovonne
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  • Brainy
  • 6007 replies
  • June 15, 2021
Justin_Barrett wrote:

@Jessica_Pena @Chantal_Encalada The UTC issue that you both mention definitely feels like something that could be improved in Airtable. While Airtable staffers might see your comments here, I suggest writing to Airtable support directly with your feedback.

In the meantime, you could create formula fields to force-format your date fields based on your local timezone, and include those formula fields in your digests instead of the actual date fields. (Internally, all dates are stored relative to UTC/GMT. The switch in the date field options only controls how dates are displayed to the user, not how the data is stored.)

@Jessica_Pena The Find records action was recently updated to support collection of records from a specific view in a table. My gut says that this option should retain the record order within that view—including sorting—whereas the condition option will likely use a different order. I haven’t tested this theory, but I wanted to throw the idea out there in case you haven’t tried it yet.


At the time of this post, the find records action based on a view does not retain the view sort order.


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  • Known Participant
  • 40 replies
  • June 16, 2021
Justin_Barrett wrote:

@Jessica_Pena @Chantal_Encalada The UTC issue that you both mention definitely feels like something that could be improved in Airtable. While Airtable staffers might see your comments here, I suggest writing to Airtable support directly with your feedback.

In the meantime, you could create formula fields to force-format your date fields based on your local timezone, and include those formula fields in your digests instead of the actual date fields. (Internally, all dates are stored relative to UTC/GMT. The switch in the date field options only controls how dates are displayed to the user, not how the data is stored.)

@Jessica_Pena The Find records action was recently updated to support collection of records from a specific view in a table. My gut says that this option should retain the record order within that view—including sorting—whereas the condition option will likely use a different order. I haven’t tested this theory, but I wanted to throw the idea out there in case you haven’t tried it yet.


Thanks @Justin_Barrett, I’ll file away the info re: force format for date fields. Unfortunately until the records can show up in the order they are presented within the view, it renders the digest kind of useless for our business :frowning:


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  • Known Participant
  • 39 replies
  • June 25, 2021

Hi,

I have a table with around 150 proyects, this proyects belong to different managers (in total 5). Is there anyway of sending a digest to each manager only with the proyects that they are in charge of?. The only workaround I see is to make one automation for each manager, but as automation are limited I wouldnt like to spend so many in just doing the same task.


Databaser
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  • Brainy
  • 866 replies
  • June 25, 2021
Tristan-ARG wrote:

Hi,

I have a table with around 150 proyects, this proyects belong to different managers (in total 5). Is there anyway of sending a digest to each manager only with the proyects that they are in charge of?. The only workaround I see is to make one automation for each manager, but as automation are limited I wouldnt like to spend so many in just doing the same task.


You can combine multiple “find” action steps with “email” steps.

Find 1 = manager 1 > email 1
Find 2 = manager 2 > email 2


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  • Author
  • Inspiring
  • 375 replies
  • June 30, 2021

Hi everyone, just a quick heads up that we just released a few updates to the"at a scheduled time" trigger.


  • New Participant
  • 1 reply
  • December 1, 2021

Hello,
Any news on the Sorting feature, or keep the sorting (columns & rows) when pulling data from a specific view please?
Creating digests without these features is sadly useless on our end right now for our use-cases, while it would be saving us a ton of time if it was available! :slightly_smiling_face:


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  • Inspiring
  • 150 replies
  • December 3, 2021
Alex_Klein wrote:

Hello,
Any news on the Sorting feature, or keep the sorting (columns & rows) when pulling data from a specific view please?
Creating digests without these features is sadly useless on our end right now for our use-cases, while it would be saving us a ton of time if it was available! :slightly_smiling_face:


if you are finding records by the view they take the sort of the source view


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Alicia_Berg wrote:

Hi! So excited to use this feature!

I am experiencing an issue with some fields not populating. This happened for two different fields I added to the grid. One was a “Record Url” field and the other is a single line field (see picture).

Is anyone else experiencing this? I feel like I am setting up everything right, but I really want to get this cruising for my team…so I’m hoping it’s something I did wrong that I can fix quickly!

Thanks!!

airtable-support-grid-digest|614x500


@Alicia_Berg Did you ever find a solution for this? I’m having the same issue. :pray:t2:


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  • Known Participant
  • 22 replies
  • April 29, 2022

@Jason any updates on sorting?


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