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Emailing Collaborators Monthly Report

Topic Labels: Automations
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I want to create an automation that emails a report to the managers on their employee’s individual progress at completing their monthly certifications.

In my table, I have the names of the clients, the due dates, a drop-down for marking complete, the name of the employee, and the manager linked as a collaborator.

One issue I keep running into is that the automation for sending an email to the manager doesn’t work. Even though I set the value to email.

However, the next steps is to make a report that would show all the names of the clients and the individual status of their certifications.

This way managers will see the progress of their employees.

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