Re: Email Automation

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4 - Data Explorer
4 - Data Explorer

I need to automate sending Ad Preview URLs to a client when the URL is created. I have their email address and the URL in a record. Please advise on how to automate sending emails?

3 Replies 3

Welcome to the community, @Georgina_Oxford!

Unfortunately, one of Airtable’s gigantic limitations is that it can’t trigger automations based on the presence of information in a field, because Airtable isn’t smart enough to wait until you are finished typing in information into a field. Airtable will trigger as soon as you type the very first letter into your URL field.

So you would need to add a checkbox field to each record.

When you are ready to send the email, you would check the checkbox field which would trigger your automation.

You would setup your automation’s trigger to trigger when the checkbox is checked, and then setup your action to send an email.

4 - Data Explorer
4 - Data Explorer

Thanks for your reply Scott! That makes sense. Although I could paste in the URL so it doesn’t need to wait for me to type.

However, I am still unclear on how to automatically send an email to an email address contained in the record?

You would create an automation to do that. You have 3 different options: