Airtable Email Automation

Hello Sadia,

It looks like that in your table "Task assignement" you do have the linked field "Assignee" which, I suppose, is linked to table "Employees".

But I think you are missing a rollup field in this "Task assignement" table to get the mail address of each "Assignee". If you add this rollup field you will then be able to use its value in your automation.

Here are a few screen captures to demonstrate:

Table "Contact" is similar to your "Employees" table, with a mail adress for each person.

Table Company is similar to your "Task assignement" table, each record being linked to "Contact" table.

Field Mail is a rollup from contact table:

I can then define an automation:

Trigger: New record in table "Company"

Action send mail to field{Mail}.Value

Regards

Pascal

Hello Pascal, thank you for the quick response. I just added a rollup field and tested the automation. When I test the automation itself it works. But when I try to trigger it from adding a new task the rollup field is unavailable in the automtion. I will attach a ss for reference. I appreciate your help. Thanks 

Can you please try to trigger the automation by adding a new task and let me know if it works. Thank you

I have also tried the lookup field similar to what you have as "Mail" by adding a field "Assignee Email" from the "Assignee" field. But the lookup field is not available in the automation when I trigger it by adding a new task. Altough the automation works when I test it from the automation panel itself but the lookup fields are always empty when I try to trigger it from the Task Assignment table by adding a new row. Please let me know if you can guide me on this.

Regards

Sadia