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Email sent when records are in a view at a set time

Topic Labels: Automations
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Hello community!

I am trying to create an automation that will send an email out every 14 days only if there are records in a specific view. The use case for this would be to email functional leaders every pay week if they have expense reports to approve for their team. I only want them to get an email if they have expenses to approve. If their view is empty, I don’t want an email to be sent. Thanks for your help!

2 Replies 2

Set up an Automation that triggers every 14 days (“At scheduled time”)

Actions:
Add a Find Records step that looks at your view. Note: Find Records has a limit of 100 records, if there are more than 100 records not all will appear in the email.

Conditional Actions:
Set your condition to only run if the length of the Find Records is greater than zero.
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Add a send email step (regular, Gmail, or Outlook) and insert content from the Find Records Step in the Body.

This was perfect, thank you so much!