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Finding Records in Automation with the same name and within the upcoming week

  • January 10, 2024
  • 3 replies
  • 41 views

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Hello!

I'm new here and new to Airtable, but I was looking for some help if it's possible 🙂

I have a table with bookings and I want to run an automation at the beginning of every week that groups all the upcoming bookings that are relevant to each individual person in the bookings, to send them an email with an overview of all their upcoming appointments.

It's easy enough if I do it for each booking individually, but then one person might receive 3 emails with each booking which I am trying to avoid.

I have been playing around with the Find Records function in the automation, where I can create an array of all the upcoming appointments for the week but I don't know how to dynamically find and group the records based on the persons name. At the moment, I just have a list of all the bookings.

Is this something that is possible in Airtable? and how can I go about it?

Thanks for your time!

Best answer by ScottWorld

I think that @AlliAlosa's demonstration on this Airtable podcast episode shows how to do what you're looking to do.

3 replies

ScottWorld
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  • Genius
  • Answer
  • January 10, 2024

I think that @AlliAlosa's demonstration on this Airtable podcast episode shows how to do what you're looking to do.


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  • Author
  • New Participant
  • January 11, 2024

Thank you so much! that's it! for reference for anyone else it is @ 48 minutes into the video


ScottWorld
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  • Genius
  • January 11, 2024

You’re welcome! Glad I could help! 😀