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Hey,

I have a “project management” table where I keep all my projects, with a lot of different linked records.
When I change the status of a project to “send invoice” I have an automation that sends an very basic email to my accountant that looks something like this:
 

Hey!

The Project "PROJECT NAME" is done.

Send invoice to “COMPANY NAME”:  “AMOUNT” + VAT
Info: “NOTES”

Contact: “CONTACT NAME”

Email: ???

Best//Oscar

I have ran into a problem however, I can’t for my life figure out how to add the “contact’s” email adress. Since the contact is only a linked record from “people” where all the details for that contact exists. I do NOT want to add an email field to my project view, since I have a LOT of people and different other linked records there, it will become a mess. Can anyone help?
THANKS!!/O

 

Hi Oscar,

You can add a ‘Find’ before the email block in the automation. Configure this to search your contacts table for the linked record. You can then select data fields, such as ‘Email’ from the returned contact(s) by first clicking on the Find block, which will show on the left, under “User data from...” 

It is important to understand that if you are using a linked record field that can have ‘many’ contacts, the find element may return a list.
 

 

Hi Oscar,

You can add a ‘Find’ before the email block in the automation. Configure this to search your contacts table for the linked record. You can then select data fields, such as ‘Email’ from the returned contact(s) by first clicking on the Find block, which will show on the left, under “User data from...” 

It is important to understand that if you are using a linked record field that can have ‘many’ contacts, the find element may return a list.
 

 



Thanks Dominic!
However, I am not sure where you find those search options?
This is how my view looks
 

 

Apologies Oscar,

You need to add a Find action to the automation before the Send Email action. Once configured, you will see the option to use data from the results in your email action. Example shown in image.

 

Again, thank you!
I chose “dynamic” and found the cells from the project
However, it seems like “linked records” are greyed out and can’t be selected?
Maybe I am misunderstanding the flow?
I would like to add the email of the producer

 

Hey ​@Oscar_Fogelstro,

​@Dominic11’s answer above is what you are looking for!

For further reference, when setting the Find Records, you’ll want to set the config as shown on the screenshot below. Table: Contacts. Find records based on: Condition. Condition, where Projects has any of Airtable Record ID of the record that triggered the automation. Meaning that of the Project!

 
If you have any additional question, I’d be happy to show you around on a quick call. Feel free to grab a slot using this link.

Mike, Consultant @ Automatic Nation 
YouTube Channel

Hey ​@Oscar_Fogelstro,

​@Dominic11’s answer above is what you are looking fo

​​r!

For further reference, when setting the Find Records, you’ll want to set the config as shown on the screenshot below. Table: Contacts. Find records based on: Condition. Condition, where Projects has any of Airtable Record ID of the record that triggered the automation. Meaning that of the Project!

 
If you have any additional question, I’d be happy to show you around on a quick call. Feel free to grab a slot using this link.

Mike, Consultant @ Automatic Nation 
YouTube Channel


Hey Mike!
Thanks a million, this worked (Together with Dominics initial reply)!

Glad to hear that ​@Oscar_Fogelstro.

Feel free to reach out using this link if you ever have any other issue.

Mike, Consultant @ Automatic Nation 
YouTube Channel

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