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Email automation that will consolidate all notifications per user

Topic Labels: Automations
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kdburns
6 - Interface Innovator
6 - Interface Innovator

I manage a large media plan with multiple users. As due dates approach in the following increments, 60, 30, and 15 days, I want to trigger an email that will inform that user if they have not provided the necessary information to deploy the ads. 

I have set the first trigger up at 60 days however it is sending per record, not per user. Is there a way to consolidate all the records into one email?

Thank you in advance!

5 Replies 5

Yes - you can use the Find Records action and then a Repeating Groups action for the records you find. 

There’s more info here: https://support.airtable.com/docs/repeating-groups-of-automation-actions

kdburns
6 - Interface Innovator
6 - Interface Innovator

Thank you for sending! I never thought to use the search term repeating. 😊

kdburns
6 - Interface Innovator
6 - Interface Innovator

Still sending individual emails. The steps are very well written, I went through them twice but same result. 

It's hard to troubleshoot without knowing how your data is structured.... do you want to either post screenshots or PM me?

kdburns
6 - Interface Innovator
6 - Interface Innovator

Send a PM last night. Thank you!