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Gmail automation using emails that come from a linked record.


Hello everybody,

I have created an automation that will send out an email from a Gmail account. However, the recipient for each email varies depending on the Project. All projects have a field that is linked to another record that contains all the information for the email recipients.

My issue is when I try to fill the Recipient field in the automation, the field that represents the linked record doesn't add the email but instead the name of the recipient. I have tried multiple times but can't seem to figure out how to solve this issue. Any kind of help is greatly appreciated!

4 replies

  • Inspiring
  • 57 replies
  • September 12, 2023

Have you tried adding a lookup field for displaying the actual email address? This way it won't show the name of the linked record.

 

 


  • Known Participant
  • 28 replies
  • September 15, 2023
Ella11 wrote:

Have you tried adding a lookup field for displaying the actual email address? This way it won't show the name of the linked record.

 

 


Hi @Ella11 !

I have similar problem.. When I want to use email from linked table (for gmail autmation), I ran into problem: "The "To" input is empty". I tried million times with your version above or with the new hidden formula field which is simply {Order Email (from Supplier)} but it doesn't work. 😞

I also create record ID field for the other table (before I had it only for the one table where I was running automations), and also.. not working.

I have no idea why this won't work. 


  • Inspiring
  • 57 replies
  • September 15, 2023
SpelaU wrote:

Hi @Ella11 !

I have similar problem.. When I want to use email from linked table (for gmail autmation), I ran into problem: "The "To" input is empty". I tried million times with your version above or with the new hidden formula field which is simply {Order Email (from Supplier)} but it doesn't work. 😞

I also create record ID field for the other table (before I had it only for the one table where I was running automations), and also.. not working.

I have no idea why this won't work. 


Hi @SpelaU 

Alas, I do not know why that didn't work for you, sorry.

Do you have screen shots of the automation and the fail notification in the run history?


  • Inspiring
  • 57 replies
  • September 15, 2023

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