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Email notification about all records added today

Topic Labels: Automations
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LukaszWiktor
6 - Interface Innovator
6 - Interface Innovator

Is there a way to send an automated email with all records added today?

1 Reply 1

Yes, this can be done. The trick is getting a singe email that lists all of the records, rather than individual emails for each new record. In order to do this, you need a single “control” record that will trigger the automation.

The control record also needs to know which records are new. This can be done through a Scripting action that identifies new records, or with a previous automation that ran when the new records were created.

If you would like to hire someone to setup this automation, feel free to contact me.