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‎Sep 28, 2021 02:33 PM
Is it possible to send a weekly digest of all records created within that week? If so, how?
I was playing around with the automation, but I really don’t see the trigger I am looking for.
I am looking for FREE solutions, thanks!
Solved! Go to Solution.
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‎Sep 28, 2021 03:26 PM
To address possible confusion, this request can be interpreted in three ways:
- All record that were created within the past 7 days (i.e. records created from 9/22/2021 - 9/28/2021, digest sent on 9/28) => Create a view filtered to where
{Created Time} is within the past week
- All records that were created in the same calendar week as the day the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/2/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW"),
"true",
"false"
)
- All records that were created in the calendar week before the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/3/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW")-1,
"true",
"false"
)
For any of the above interpretations, you’d set the Automation to run at a scheduled time each week. Add a “Find records” step that filters records by the relevant View.

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‎Sep 28, 2021 03:26 PM
To address possible confusion, this request can be interpreted in three ways:
- All record that were created within the past 7 days (i.e. records created from 9/22/2021 - 9/28/2021, digest sent on 9/28) => Create a view filtered to where
{Created Time} is within the past week
- All records that were created in the same calendar week as the day the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/2/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW"),
"true",
"false"
)
- All records that were created in the calendar week before the digest goes out (i.e. records created from 9/26/2021 - 10/2/2021, digest sent on 10/3/2021) => Create a view filtered to where a formula field with the following formula is true:
IF(
DATETIME_FORMAT(CREATED_TIME(), "YYYYWW") = DATETIME_FORMAT(TODAY(), "YYYYWW")-1,
"true",
"false"
)
For any of the above interpretations, you’d set the Automation to run at a scheduled time each week. Add a “Find records” step that filters records by the relevant View.

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‎Sep 29, 2021 10:59 AM
Thanks, I used the first one and it worked like a charm! After thinking about it, I skipped the email part as it was an unnecessary step.
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