Forward list of new records once a week

[Harold]

Is it possible to automatically forward a list of all new records within a given week?

I would like to send a weekly update showing only the records that are added in the past week. How can I do this?

[Justin_Barrett]

Here’s a broad look at how I’d approach this problem:

• Make a “Past Week” view with a filter to show all records added within the past week
• Make a new table called [Triggers] with a single record. Add a formula field to that record output a 1 at a specific time once a week.
• Create an automation using the “When record matches conditions” trigger, with the condition being that the formula field mentioned above contains a 1.
• The first action step in the automation would be a script that pulls all records from the “Past Week” view, builds a string containing all of their names (or whatever info you want in the email), and sets that string as an output item
• The second action step would be to send the email containing the output from the script.

If you’d like help with the specifics of this setup, just holler!

[Harold]

Thanks Justin!

Would be great if you could help me to set this up. Is your script available somewhere?

[Justin_Barrett]

I haven’t actually built this setup yet, including the script. I was just outlining the process I’d use if I were to build it based on past experience. I’m tied up the rest of this week, but I could probably put some time into it on Monday. If someone else wants to jump in sooner, feel free.

[Justin_Barrett]

Sorry for the delay. I just haven’t had time to put into this, at least not as a volunteer effort. If there’s an urgent need to get this done, I’m available for hire. PM me to discuss this further if you’re interested.