Automate email digests with 3 new features 🚀

[Jason]

Hey community!

Today we are officially launching several brand new automation features to help you build more robust workflows.

• Automation trigger: at a scheduled time
• Automation action: find records
• Rendering records as a list

One of the best applications for these new features is making an email digest, where you can schedule a time to send a list of records that match the conditions you set. To see how all of these features come together to build an email digest, see this support article.

Below you’ll find a shorter summary of each new feature.

At a scheduled time trigger

The “At a scheduled time” trigger allows you to trigger (or run) an automation at a pre-designated date and time. You can choose to run at regular intervals (in hours or minutes) or at set time on specific days of the week.

Find records action

This action will look for records matching conditions that you can specify within the action settings. If a record that matches the conditions is found, you can add a following action that uses the record data to perform some other action.

Render records as a list

This new feature lets you use the records found in the “find records” trigger and render them as a list within an email. You can select which fields to include, and render them as a list of records in the email.

Share your feedback

Our developers would love to hear your feedback around this feature, so feel free to comment in this topic with any questions or ideas on how we can improve.

[ZYGOTE_DEVELOPM]

:clap: :clap: :clap: :clap: :clap: :clap: :clap: :clap:

Best news ever!

[Rebecca_Elam]

Thank you for the new automations. excited to see what i can do with them.

Just a quick question. why is it the only dynamic data we can use to find records with are record ids and dates? the options we need for the others are all there but you cant actually use them? specifically i need something that says ‘When a record matches conditions, find records in the X table where Y field = Z field, update the original record with the values from the matching records’ ideally it would then delete the records it merged from but i know that isnt a thing. (sort of an automatic dedupe)

Same sort of question with some sort of monthly or yearly interval trigger. the intervals provided dont seem particularly useful to me but it may just be my use case. way more often do i need something that says on the 15th of every month create this record.

[ScottWorld]

Yay!!! Very exciting additions!! :smiling_face_with_sunglasses: :partying_face: :raised_hands:

[Shrey_Banga]

Hi Rebecca – do you mind sharing more details about when the find records dynamic input didn’t work? Specifically, in “find records in the X table where Y field = Z field” what are Y and Z?

[Heather_Cameron]

I would like the ability to format the “List of records” in the email action as a grid, the same way as you can do with the “Send records as email” right-click option

[ScottWorld]

Heather_Cameron:

I would like the ability to format the “List of records” in the email action as a grid

I second this motion! :raised_hand:

[Jason]

Heather_Cameron:

I would like the ability to format the “List of records” in the email action as a grid, the same way as you can do with the “Send records as email” right-click option

Great idea @Heather_Cameron! I’ve shared that with the team that built this feature :thumbs_up:

[Rebecca_Elam]

When you web clip you create a new record and then dedupe it to the old record. i use a Job ID to match. they look like this. i need a way to copy the values from the web clipped record into the master record without having to dedupe. theres far too many to dedupe everything. problem is as it stands i cant just say find records that match in the job id field.

the insert option is never made available these things are just greyed out or lead you down a click hole that leads to nowhere.

[Jeremy_Oglesby]

@Rebecca_Elam - I believe the issue you are highlighting here is that the values of formula fields cannot be selected from a record list to enter into an email automation action, only the length of the values in the formula field, which is… less than useful.

[Rebecca_Elam]

in a roundabout way yes that is the underlying problem. i guess thinking about it now all the fields that this is happening with are just formula fields with a pretty cover. lookups rollups and linked records