It then sends the email to the found email address, with the found records in a List / Grid format of your choice.When a record gets created in Email Tasks, an automation gets triggered that will look for all the submissions linked to that People record from last month, and will also grab the email from the People record.It then creates individual records in Email Tasks for each People record that it found in the previous step by creating a record in Monthly Email Task Compiled by inserting a comma separated value list of unique into a linked field.
I ask this because, if you’re comfortable with scripting and on a Pro account, the workflow will be somewhat simple and straightforward as we’ll utilize an automation script. Are you comfortable with scripting, and are you on a Pro account?.On the Pro plan, automation emails can be sent to 100 unique emails a day I ask this because, on the Free plan, automations can only email collaborators. What plan are you on, and are the people you’re emailing collaborators in the workspace / base?.Some considerations before we get into it: Hi Power, yeap, doable but, in my opinion, sorta tricky without scripts Can someone help me batch these emails and have them get sent out once per month? I feel like there would be a way to do this with Airtable automations or Zapier, but I am not sure how. I looked into the SendGrid integration, but that would send individual emails. We do not want people to get individual emails, as sometimes there are a lot of individual items, so it is important that the records get combined and then sent. We would like to find a way to automate this process. Right now we do this by hand by selecting each record, right clicking on the checkbox and then selecting the Email option. In the above screenshot, we would want to send records 1-5 to Alan, 6-7 to Alison, etc. These people submit responses for each project they are working on, so we want to combine all of those project responses together and send them one email that has the status of all of them. We are trying to find a way to automatically combine and send records on a monthly basis. I am not sure if this is possible in Airtable or if it would required Zapier or other integrations (which I am open to!), but here it goes.