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Hi and thank you for any help you can provide.

I have created an automation so that when a record status is set (trigger = Pending), I get an email and Slack notification.

I would like to know how to include record information in the notification. Right now, I'm just getting the message I typed in the Message field. Can I add record specifics there? I would like to see when the record was last modified, which in this case would be when it was set to Pending. I would also like to include other fields, such as the headline and writer.

Thanks for your help.

Hi @Scott_Haiduc ,

I include record information in the email message as a [List of Records] or a [Grid of Records]. Here are some photos to demonstrate.

Click the blue + to add the token to whichever field you need the details in.

 

or

 

This way you can add details about the records from any step in your automation or linked records to any step in your automation.

 

Hi @Scott_Haiduc ,

I include record information in the email message as a [List of Records] or a [Grid of Records]. Here are some photos to demonstrate.

Click the blue + to add the token to whichever field you need the details in.

 

or

 

This way you can add details about the records from any step in your automation or linked records to any step in your automation.

 


That worked. Thank you for your help!

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