Hello,I want to make an automation to send an email at a specific time. When I choose the trigger "at a scheduled time" and go to write the message of the email, I can write a message, but I cannot input any data from the base. When I click on the bl...
I am hoping to use the new "repeating groups" feature to send me an email reminder a week before the due date for all the records in my base, which has several tables. When I go to "find records," it makes me choose just one table. Would it be possib...
I want to create an automation that will do the following:When a status is updated to "client reviewing quote," the date in the "quote sent date" column for that record will fill automatically with today's date (in other words, I can't put in "3/20" ...
@Sho Sorry, I'm not following what you mean. Right now, I have "find records" as the first action step.I want to be able to insert information from the individual record rather than all the records. Example:If the individual record has Jane Doe under...
Hi @Sho,Thank you so much for sharing! That article was very helpful. With the Find Records step in there, I am able to pull from the data. Now my issue is that it only allows me to enter a list or grid from every record I'm drawing from, rather than...
Thank you for your response! I think it will just take some time to get used to the repeating groups feature. Could you elaborate on what you mean by "processing" a record?
