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Automation for Expiring Assets

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Tanzugirl23
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello,

I set up an automation to notify certain colleagues when an asset is due to expire or up for renewal. Everything looks right, but when I send a test of the notice to myself and one other person, the notification goes through, but the identified asset that is due to expire is not included with the email notification. How do I sync up the notice with the asset? 

Thank you,

Alisha

1 Solution

Accepted Solutions
Alessio_Monino
9 - Sun
9 - Sun

Hi @Tanzugirl23,

Are you sending the notification via email as an automation? In the email automation text, you can synchronise the relevant asset by clicking on the "+" in the upper right corner and selecting "Insert the whole record as" at the bottom. Click on Grid, and you're all set; you'll have the entire row related to the asset, and you can select only the columns you need showing only those in the email

I hope this helps!

Website: https://alessiomonino.com
Calendly: https://alessiomonino.com/contact
Email: alessio.monino@gmail.com

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2 Replies 2
Alessio_Monino
9 - Sun
9 - Sun

Hi @Tanzugirl23,

Are you sending the notification via email as an automation? In the email automation text, you can synchronise the relevant asset by clicking on the "+" in the upper right corner and selecting "Insert the whole record as" at the bottom. Click on Grid, and you're all set; you'll have the entire row related to the asset, and you can select only the columns you need showing only those in the email

I hope this helps!

Website: https://alessiomonino.com
Calendly: https://alessiomonino.com/contact
Email: alessio.monino@gmail.com

Thank you so much Alessio_Monino! Your solution was just what I needed.