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Automating Separate Emails to Multiple Clients in single column

Topic Labels: Automations
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eranggg
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi everyone,

I have a table for customers, a table for assets and a table for faults.

Each client can have several assets and each asset can have several faults.

When a fault is closed, an email is sent to the customer with a request for payment for that fault.

I have clients who are divorced and they are paying for the same property.

Their email column is a lookup field from the asset table (which connect to the client table) in the faults table and it looks like this now - "email 1, email 2"

And the same for the column with their first name it a lookup field from the asset table (which connect to the client table) and it show - "first name 1, first name 2"

I can send each client seperate email with the "repeating group" automation.

the problem is that i cant seperate their first name in the email body text.

how can I send each client private email with his first name?

1 Reply 1

Hello,

You could try the following:

Pascal_Gallais_0-1723451026746.png

The repeat action is set on the linked field "client_id" from the record that triggered the automation.

You then have a find record action to retrieve information from the client table:

Pascal_Gallais_1-1723451249319.png

Where condition "is name" comes from the repeating group current item:

Pascal_Gallais_2-1723451344625.png

You then add your send mail action using information coming from the find action to get client name and mail:

Pascal_Gallais_3-1723451432701.png

Regards,

Pascal