We have an automation that sends a slack reminder out to people who haven’t checked in that day. It works well, but is limited to <10 recipients. When we have >10 people who have forgotten to do their status update, though, the automation fails. What would be the best way to break up that action? Our automation is currently…
1 - at a scheduled time trigger
2 - Find records based on view of people who have not checked in
3 - If recordcount>0, send slack notification using dynamic data from step 2
Do I break up the data in step 2 if >10? Loop? What would be best?
I think the way my view works is that at midnight everyone on the team is in the view (because the latest date is a new day, and no one has done the update). As people log on in the morning and begin to check in, they disappear from the view. Then at a certain time, anything left gets reminded. So it’s sort of the opposite trigger method than what you describe
Fair enough. I would put a formula field in that identifies whether it’s past that certain time you described and they haven’t checked in and use that formula field in the view. That way the records of people who hadn’t checked in yet would enter the view at that time and trigger the record