Apologies, I think I may not be understanding you correctly. I'm running with the understanding that you want to send a personalized email to each client using the details from each of the found records?
If so, here's a base where that's set up
Here's my data:
Email:
Automation:
I do feel like I'm missing something though, so if you could let me know where I've got it wrong in my set up I'd be happy to try to help
Thanks for the reply. From your screenshots it does appear that you are understanding the setup, all the way up to the last step in designing the content for the email Message. The issue that I am having is that in the message body of the email, when you click the blue plus, there is no option to insert a "List of records" from the Use data from...Current Item from List of records. This option exists when you are just using the "Send an email" action without nesting it inside of the Repeat group.
Option available in singular Send Email:
Option not available when nested in Repeating Group:
I would assume that I should be choosing the data from the Current item in the repeating group as this is where it iterates through each record that it finds in the "Find Records" action.
If not available, I would guess that I could just hand build out the application detail fields with text, and then insert the field data. Though that would take considerably longer to design.
Hmm, so each found record has a list of other records that you want to include in the email? If so, I was able to do this:
And I've updated the base with this as well
Thank you very much for your patience with explaining, I do apologize for still not really understanding
No, I'm just using Airtable's rather confusing terminology "List of records" where it allows you to insert fields from the specific record into the email as text. You can have it insert the record fields as a grid as well. In my first example automation that is working, it happens whenever a form is submitted. So I am able to insert that specific form record information in a formatted list, just by toggling the selected field.
So with one click of the blue plus, I can basically send all of the submitted form data (minus whatever I toggle off) back to the user who submitted it (as a confirmation/verification of what they input on the form). It formats the text with the field name and the data submitted.
I'm trying to duplicate this same thing in an email that is built from an automation that has to find a matching Application Status of "Still Pending". This would send emails back to specific submitters of their information and the email body because they had not gotten in touch with us. I thought it was an easy automation build with just a repeating group, but have not been able to replicate the same functionality as a simple non-repeating group of automation actions.
Oh! Yes, I finally understand what you're getting at, so sorry
Under normal conditions, e.g. when using the trigger "When record matches conditions", we're presented with the ability to "Insert the whole record as.." or some such, which allows us to easily select the fields like in your screenshot
However, when we use this in conjunction with 'Find records' and then 'Repeating group' to run for each found record, we don't have that option, even though it's technically the same process
I've never noticed that before, interesting! It does seem like something we should be able to do
(Gah, I feel really bad that you did all this work helping me to understand your problem and then I'm like "yeah, I dunno". Sorry about that heh)
