Jun 13, 2023 11:17 AM - edited Jun 13, 2023 11:18 AM
We've built a ticket management system and every ticket has a "Status" and "Assigned To" field. I'd like to send a Monday digest email that lists all tickets "Under Review" - but send as separate emails to each person who has been assigned a ticket and show just their ticket details.
I was able to start with this article, but this automation only sends 1 email, which I can send to everyone listed as "Assigned To".
https://support.airtable.com/docs/how-to-create-email-digests-with-automations
In the To field, I've put the List of Emails from Assigned To found. This produces a result like "Name 1, Name 1, Name 2, Name 3, Name 3".
Instead, I want to send individual separate emails to each person, showing just their tickets. Is this possible?
Solved! Go to Solution.
Jun 14, 2023 04:51 AM
Yeap this is doable.
Assuming you have a tasks table like this:
And a users table like this:
You could set up your automation to find all the records in the "Users" table, and for each of the users, find the tasks that are linked to them and then send those tasks to each person as an email:
Resulting in this:
Jun 13, 2023 06:41 PM
Are you wanting the recipient to only see their email address on the email list?
How I do this is set the "To" field to a general email eg. info@company.com
Then add a "BCC" field to your email list.
I'm sure you've also figured out that you're able to personalise the email by name and other details by hitting that blue "+" in your message block. Hope this helps 🙂
Jun 14, 2023 04:51 AM
Yeap this is doable.
Assuming you have a tasks table like this:
And a users table like this:
You could set up your automation to find all the records in the "Users" table, and for each of the users, find the tasks that are linked to them and then send those tasks to each person as an email:
Resulting in this:
Jun 14, 2023 08:48 AM
I see. Right now I'm using a Users column type, not a link to a Users table. We have a large team and it's easier to just use the Users column type. Airtable doesn't allow your primary column to be a User. Is there a compromise or would I need to create a new record for every member of my team?
Jun 14, 2023 09:13 PM
Hmm, if you want to continue using a "Users" column type I think you'd need to use a script I'm afraid. The script would retrieve all the active collaborators for the base and you could use that in your "Find Records" action. Should work I think!