Hi Jacqui!
To confirm, in a situation like this:
You’d want a single email sent to Collaborator A, B, and C
And:
- Collaborator A would be sent record 1, 2 and 3
- Collaborator B would be sent record 1
- Collaborator C would be sent record 2
Is that right?
If so, I think to do this I would have a single table that listed all the collaborators (called Collaborators, probably heh), and in that table I’d have a formula field that would check whether it was the first day of the month, and output “Send monthly email” if that was the case
I would then have an automation with the trigger “When record matches conditions”, and have it trigger when a record in the Collaborators table had the text “Send monthly email”
I would then have a Find Record action that would look for the records in your data table that have that collaborator, and then the send email action that would list all of the records found
You’d end up with an automation that would run once per record in the Collaborator table per month, that would look for records in your data table tied to the respective collaborator, and then email them
Lemme know if you have any questions about setup!
