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Send list of records from a view

  • October 31, 2020
  • 1 reply
  • 0 views

Is there an automated way to send a list of records from a view each day? (The view is filtered by date to show records on or before today’s date.)

1 reply

  • Inspiring
  • 36 replies
  • October 31, 2020

Sure. You can use automation to send each record to a google sheet. I have one where I assign work to a contractor every week. The records hit the filter on Tuesdays, and then are transferred to a google sheet I share with my contractor. (It actually triggers at 7:00 or so on Monday eve based on my time zone, but we’re all gone for the day so it feels like it does the work in the overnight hours).


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