+2Hello,
Please I need help with resolving this blocker I’m encountering with the system adding multiple records of each unique client email to the email sent.
I have tried replicating the issue in the loom recording 👇🏼;
Looking forward to positive responses and best/ideal recommendations 🙏🏼
Best answer by TheTimeSavingCo
Ah, so you want an automation that sends out one email per client, and each email will contain each client’s records for that day? If so, your automation needs to look something like this and I’ve set it up here for you to check out
The idea is to use a ‘Find record’ step to grab all the applicable clients, then use a Repeating Group on that list. Inside the repeating group, you’ll then look for all the relevant tasks that are linked to the client. The email action will then use that specific client’s email address:
+31Ah, so you want an automation that sends out one email per client, and each email will contain each client’s records for that day? If so, your automation needs to look something like this and I’ve set it up here for you to check out
The idea is to use a ‘Find record’ step to grab all the applicable clients, then use a Repeating Group on that list. Inside the repeating group, you’ll then look for all the relevant tasks that are linked to the client. The email action will then use that specific client’s email address:
+2Hello Adam,
Super thanks for the guide and template 🙏🏼, this was a perfect solution!
But I noticed it triggered 2 emails same daily task summary, at the assigned trigger time, to the same client with task records, please would you be okay to help with a work around that will help fix that?
+31Hm, could you private message me a link to the base please? The automation should only fire once per client, and so unless you have two clients with the same email address this shouldn’t happen, and I’d like to check out the automation history to see what happened!
+2Hey
Sorry for delayed response, I have shared the base via private message as requested.
Thanks as always!
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