I am trying to set up an automation that:
1. Runs every Wednesday at 11:15 AM.
2. Find records based on the “Abc” view.
3. If records are found, send one email per record using Outlook.
How do I get one email per record to be sent using Outlook?
I am trying to set up an automation that:
1. Runs every Wednesday at 11:15 AM.
2. Find records based on the “Abc” view.
3. If records are found, send one email per record using Outlook.
How do I get one email per record to be sent using Outlook?
You would need to use a repeating group to loop through your found records. Then you can send an email to each record in your found set.
See this Airtable support article to learn more about repeating groups.
Alternatively, you can setup more advanced Outlook automations through Make’s Outlook integrations.
If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.
Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
Hey @jul14nm0r3n0!
Following with @ScottWorld's answer above, below please find a step by step guide.
1. Create Automation, and set the trigger to be of type "At a scheduled time..."
2. Below your trigger, create a new Action to "Find records". Select your table, and under "Find records based on" select View and your specific corresponding View.
3. Then create a "Repeating Group".
4. For the Repeating Group's input list, use the output of the Find Record action -see below.
5. For last, create a "Send Outlook" action within your repeating group, and under "To:" field select the email from the "Current Item from list of records".
Below you can find the full automation!
Please let me know if you have any trouble setting that up, and if so feel free to schedule a call using this link.
Mike, Consultant @ Automatic Nation
This is very helpful, thank you. Is there a way to reference the record in the email and\or provide a link to it? Honestly, just getting a list in the email would be great so I’d know what to look for.
Basically, can I somehow include the “Found Records” table in the email?
Thank you.
Yes
You can include a grid view of the found records and/or the url of such records. -see image below.
Mike, Consultant @ Automatic Nation
Thanks! I was going to reply to my own post, but my coworker showed me this.
This is great stuff.
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