Re: Email Automations

104 1
Showing results for 
Search instead for 
Did you mean: 
4 - Data Explorer
4 - Data Explorer

I’ve setup an email automation where I have a list of employees that need to have certification that requires updating. I’ve listed the certification required and the expiry date of the certification.

I have started the automation with:

  1. TRIGGER - At a scheduled time

  2. ACTION - Find records (Name, Last Name, Certification Name, Expiry Date)
    Find records based on a CONDITION

  • Where (Name of Certification) is one month from now
  1. ACTION - Email

In the body of the email I want to insert ONLY the expired records that are found (in the first action, find records) in a grid list view , however it is inserting the ENTIRE grid of records which are mostly blank because the certification is not expired.

How do I insert only the records that are found to be expired??

3 Replies 3

Could you share screenshots of your table, your automation setup and any formula fields you’re using?

Hi Tash, thanks for the screenshots!

Could you try setting up your Find Records action like so for each certification expiry date field?
Screenshot 2022-11-14 at 3.19.37 PM