There's a few ways to do properly trigger it, but here's one of the simplest using "When record matches conditions" as your trigger:1. Add a Last Report Date Field:- Create a date field in your table to track the last report date for each client.2. C...
Hey Muhammad, Check out my Loom recording below to see if this is a viable solution for you. The goal was to keep this to one automation instead of needing to create an automation for each payment date. https://www.loom.com/share/4c9e9b6226f04a66969a...
Hello J_K,
You can inject HTML into your email automation. In the ‘Message’ field you can use this:
<img src="image-address-url">
Where image-address-url is the url to any hosted image. You can get this by right-clicking an image or gif and clicking ...
