Help

Email Automation - Issue with Attachment

Topic Labels: Automations
336 2
cancel
Showing results for 
Search instead for 
Did you mean: 
aminor
4 - Data Explorer
4 - Data Explorer

I have a base for which I wanted to create a daily email automation.

 - Trigger - every 1 day at 8am
- Action (find records that have tasks (a field) with a status of TO DO. 
- Action (send an email)

It looks like in the email that I am able to do attachments and either use data from the trigger (at a scheduled time) or action (find records). But when I click on Find Records....it will not let me choose anything...I either see invalid choice for input, cannot assign list of string to collection of complex types. 

It will not let me attach they actual data! Any help is appreciated. 

2 Replies 2

Hmm, when you tested your "Find Records" action, did it output any "Found records" like so?

Screenshot 2024-02-15 at 10.58.32 AM.png
When I have found records I can see the data from the found records as I'm setting up the automation

Screen Recording 2024-02-15 at 10.57.49 AM.gif
Link to base

Thank you! I thought I was doing the same thing and choosing from "+Add" at the bottom. It would not let me select anything. 

But when I just clicked the "+" at the top right corner, it did.

So fingers crossed, tomorrow's email includes the actual data. 

Thank you!

Andi