Email Collaborators in Automation

[Jacqui_Birchall]

Hey all,

I have a database set up and I am hoping to create a monthly automated email that sends to the listed collaborators each record.

I am able to set up the monthly trigger and can find the records I want sent, however, I can’t seem to configure the “To:” box to send to the listed collaborator. Can anyone help with how to set this up?

Thanks so much,
Jacqui

[ScottWorld]

Check out these threads:

How to automate sending emails for each record? Automations

Airtable’s automations don’t allow for looping through found records, so you can’t just search for a group of records and then send individual emails to that group. You would have to come up with a workaround that tricks Airtable into sending emails to just one record at a time. There are many different ways of doing this. For example, just a few of the popular ways of doing this are: Writing a custom script to loop through your found records. In your case, writing a formula field in Air…

How to Send Personalized Email via Automation Automations

Welcome to the community, @Grace_Hui! Unfortunately, Airtable’s “Find Records” action doesn’t work in the way that most of us expected it to work, because it won’t loop through the found records. It simply returns a text array of Record ID’s. Therefore, you can’t achieve the result that you’re looking for in this way. I would highly recommend sending an email to support@airtable.com to ask them to please improve how their “Find Records” action works. They don’t often listen to customer request…

Send email with different content to each record Automations

Welcome to the community, @Walid_Belahmer! The problem you’re having is because Airtable’s automations don’t loop through found records. In addition to @Justin_Barrett’s workaround above, another workaround for accomplishing this is the email automation method that I describe in this episode of the BuiltOnAir podcast. This workaround involves creating a utility table and 2 automations: [[S11-E06] Full Podcast for 06-07-2022 - Automate in Bulk (How to Perform Looping)] Alternativ…

Send mail to each record separately Automations

Welcome to the community, @Michal_Kubicek! I cover the step-by-step process on how to solve your exact problem in this BuiltOnAir podcast episode: [[S11-E06] Full Podcast for 06-07-2022 - Automate in Bulk (How to Perform Looping)] p.s. If your company has a budget to hire an expert Airtable consultant to help you with your Airtable system, please feel free to contact me through my website: Airtable consulting — ScottWorld

[TheTimeSavingCo]

Hi Jacqui!

To confirm, in a situation like this:

You’d want a single email sent to Collaborator A, B, and C

And:

1. Collaborator A would be sent record 1, 2 and 3
2. Collaborator B would be sent record 1
3. 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!

[Jacqui_Birchall]

Ahhh this is so clever! Thank you!!