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Send a weekly digest email of new records created that week

  • September 28, 2021
  • 2 replies
  • 53 views

Forum|alt.badge.img+12
  • Inspiring
  • 29 replies

Is it possible to send a weekly digest of all records created within that week? If so, how?

I was playing around with the automation, but I really don’t see the trigger I am looking for.

I am looking for FREE solutions, thanks!

Best answer by Kamille_Parks11

To address possible confusion, this request can be interpreted in three ways:

  1. All record that were created within the past 7 days (i.e. records created from 9/22/2021 - 9/28/2021, digest sent on 9/28) => Create a view filtered to where {Created Time} is within the past week
  2. All records that were created in the same calendar week as the day the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/2/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
   DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW"), 
   "true", 
   "false"
)
  1. All records that were created in the calendar week before the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/3/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
   DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW")-1, 
   "true", 
   "false"
)

For any of the above interpretations, you’d set the Automation to run at a scheduled time each week. Add a “Find records” step that filters records by the relevant View.

2 replies

Kamille_Parks11
Forum|alt.badge.img+27
  • Brainy
  • 2679 replies
  • Answer
  • September 28, 2021

To address possible confusion, this request can be interpreted in three ways:

  1. All record that were created within the past 7 days (i.e. records created from 9/22/2021 - 9/28/2021, digest sent on 9/28) => Create a view filtered to where {Created Time} is within the past week
  2. All records that were created in the same calendar week as the day the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/2/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
   DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW"), 
   "true", 
   "false"
)
  1. All records that were created in the calendar week before the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/3/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
   DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW")-1, 
   "true", 
   "false"
)

For any of the above interpretations, you’d set the Automation to run at a scheduled time each week. Add a “Find records” step that filters records by the relevant View.


Forum|alt.badge.img+12
  • Author
  • Inspiring
  • 29 replies
  • September 29, 2021

To address possible confusion, this request can be interpreted in three ways:

  1. All record that were created within the past 7 days (i.e. records created from 9/22/2021 - 9/28/2021, digest sent on 9/28) => Create a view filtered to where {Created Time} is within the past week
  2. All records that were created in the same calendar week as the day the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/2/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
   DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW"), 
   "true", 
   "false"
)
  1. All records that were created in the calendar week before the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/3/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
   DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW")-1, 
   "true", 
   "false"
)

For any of the above interpretations, you’d set the Automation to run at a scheduled time each week. Add a “Find records” step that filters records by the relevant View.


Thanks, I used the first one and it worked like a charm! After thinking about it, I skipped the email part as it was an unnecessary step.