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schedule daily to see 1 or more records have yesterday's date and if so, send one email

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  • swtani
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I teaching myself automations and have a requirement I cannot figure out how to get to work. Love ideas.

I need to set up a daily automation that looks at all of the records in a certain table and if any record has yesterday's date, send a single email to the recipient that includes a link to a view to look at the data. 

So the logic would be something like in table X, count number of records where payment date = yesterday. If count > 0, send an email with a link to a view that shows all the records with payment date = yesterday.

Thank you!!!

Best answer by TheTimeSavingCo

Try creating a view that will show all the records where the payment date = yesterday, and have an automation that will trigger once a day to find all the records in that view and send them out as an email digest?

https://support.airtable.com/docs/how-to-create-email-digests-with-automations

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TheTimeSavingCo
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Try creating a view that will show all the records where the payment date = yesterday, and have an automation that will trigger once a day to find all the records in that view and send them out as an email digest?

https://support.airtable.com/docs/how-to-create-email-digests-with-automations

Adam, Consultant @ thetimesaving.company
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  • swtani
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  • July 28, 2024

We will only want to send the email when there are records that match the condition. So check daily but only send the email when there are records in the view. When I read through the above link and tried to set this up, it doesn't seem to have a way to do this.

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  • swtani
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  • July 30, 2024
swtani wrote:

We will only want to send the email when there are records that match the condition. So check daily but only send the email when there are records in the view. When I read through the above link and tried to set this up, it doesn't seem to have a way to do this.


I got it to work with the find record. Still learning. Thank you!

TheTimeSavingCo
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