Hi there,
I am relatively new to Airtable. I enjoy this platform very much and trying to learn more to allow for more automation. I am hoping someone could assist me in trying to do the following:
I have made a view of our enrollments that need to be audited. I am then setting up an automation to send an email at a particular time of the month for our audit team to pick up this data to audit. I have tried two different ways but not doing really what I am looking for it to do.
First, I created the view in my workspace and then tried setting up an automation to send to our audit team at a certain day and time. However, it won't let me choose this particular view to send.
Secondly, I synced my view to the training teams table and then set up an automation to send the email when a record is added to the view. This works but it is only an email. So they have to log into Airtable to view the data. I was hoping to attach the view with the information in the email or attach as an attachment. Does anyone know how to do this without having to do it manually every month? I want the data to be sent automatically on a certain day or time consistently.
Any thoughts or ideas would be greatly appreciated.
Christina