Send a daily email summary

I’d like to send a daily email to my users that shows multiple records, like if you could add a table to an email.

An example might be a list of open tasks assigned to a user with current status.

Any ideas? Thanks in advance for any input or ideas.

Marc

We have way to do this if you’re okay with sending a PDF. Does that work? Meaning, not in the body of the email, but as an attachment.

Yeah, that would work for now.

I’ll make you a quick video on how to achieve this.

Here’s a quick video on doing this:

These are advanced features that should be available on your plan (Premium or higher).

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Great! Thank you much.

Hi Moe,

I was trying to replicate this on my account, I don’t have the generate PDF action active, I have PRO plan, there’s something I have to do/activate at my end?

Screen Shot 2021-12-16 at 12.15.07 PM

Thanks!

@kruizf201, Sorry I meant to clarify in my first post. This is a new feature and due to its resource requireents we can enable it on any Premium plan or higher.

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