Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Send table with dossiers related to each responsible person

Topic Labels: Automations
691 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Ramagu
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello, I am trying to create an automation using the Repeating Group option but I can't get it to work.

I have a main table where I keep records of customer files. Each record has a responsible party that is linked to another table called "Responsibles," which contains the name and email address of each responsible party.

What I want is for the automation to check the file records every Monday and send an email to each responsible party with a table showing their files.

It is possible that a file may be assigned to more than one responsible party, so that file should appear in the table of the email for the different responsible parties.

I have been testing this but I don't know how to configure it.

Captura de pantalla 2024-06-20 a las 7.49.46.png

 

Thank you.

1 Reply 1

Try setting up your automation like this:

Screenshot 2024-06-20 at 2.15.17 PM.png

The first "Find Record" action looks for records in "Responsibles" that have a linked customer file, giving us a list of responsible parties that have stuff to look over

The repeating group will then go through this list and use a "Find Record" action to get all the customer files for that specific party, and then send them an email with that set of customer files as a grid

Link to base