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‎Dec 16, 2018 01:00 PM
Hi all,
I am trying to send out an email/sms once a week to an employee containing several records in a view (his scheduled tasks for the week). I know this can be done with integromat, but am not sure which module to use/how to set this up.
Any help would greatly be appreciated.
@Julian_Kirkness, perhaps you may have a solution?
Thanks in advance
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‎Dec 17, 2018 11:01 AM
Hi @jowan_qupty
You would most probably use a Text Aggregator to do this - the process would be something like:
- Get the employee’s record
- For each employee, fetch their tasks (using whatever criteria is needed)
- Look through these using a text aggregator - adding to the text of the email in each iteration
- Send the email.
You could also do this with a Zapier Digest (I recently did something similar for a client).
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‎Mar 08, 2019 04:58 AM
Hi Julian,
Thanks for your response.
I have attempted to create the scenario with integromat but i wasn’t able to reproduce what you wrote.
Could you maybe explain how to do this with zapier? what if i have multiple employees? do i need a different view for each employee?
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