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Automation - sends email - I want to add record info

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Scott_Haiduc
4 - Data Explorer
4 - Data Explorer

Hi and thank you for any help you can provide.

I have created an automation so that when a record status is set (trigger = Pending), I get an email and Slack notification.

I would like to know how to include record information in the notification. Right now, I'm just getting the message I typed in the Message field. Can I add record specifics there? I would like to see when the record was last modified, which in this case would be when it was set to Pending. I would also like to include other fields, such as the headline and writer.

Thanks for your help.

1 Solution

Accepted Solutions
Ella
7 - App Architect
7 - App Architect

Hi @Scott_Haiduc ,

I include record information in the email message as a [List of Records] or a [Grid of Records]. Here are some photos to demonstrate.

Ella_4-1695768369792.png

Click the blue + to add the token to whichever field you need the details in.

Ella_5-1695768479026.png

 

Ella_1-1695768126386.png

or

Ella_3-1695768281748.png

 

Ella_2-1695768209786.png

This way you can add details about the records from any step in your automation or linked records to any step in your automation.

 

See Solution in Thread

2 Replies 2
Ella
7 - App Architect
7 - App Architect

Hi @Scott_Haiduc ,

I include record information in the email message as a [List of Records] or a [Grid of Records]. Here are some photos to demonstrate.

Ella_4-1695768369792.png

Click the blue + to add the token to whichever field you need the details in.

Ella_5-1695768479026.png

 

Ella_1-1695768126386.png

or

Ella_3-1695768281748.png

 

Ella_2-1695768209786.png

This way you can add details about the records from any step in your automation or linked records to any step in your automation.

 

That worked. Thank you for your help!