![]() We want those records emailed out to the email listed. The record looks like this- DATE | TIME | CONTRACTOR EMAIL | CHECKBOX | COMMENTS If the date in a record is tomorrow AND there is a box checked it will enter this view. We have a view in Airtable currently set up for the following: Since then it doesn't work the way we need so we've rolled it back and are now trying to build a better solution. This is something many of our folks really want and we had it set for a while with Airtable automations. The function is to email contractors at our agency to remind them they are working the next day. Hoping you can help me as I'm new to Zapier and the ai build is also not making the most sense to me. We've been missing out on this one function lately because the automation is just lacking for us. I’d love to hear about other use cases y’all can think of that could benefit from this method.Huge airtable user here. ![]() You get the idea! If you’ve ever struggled with creating digests that are a bit more flexible, then this may be the workflow for you! reminding yourself of all the social media posts that need to be created.sending yourself a list of emails that haven’t been replied to.tracking whether team members have submitted their weekly updates.In addition to incomplete tasks, you could use this method for things like: Adding them to the digest when the status was first changed to “In Progress” wouldn’t present an accurate picture if they’d since been completed.īy creating a filter like this in Airtable, then triggering on records being added to this particular view, I can build a sort of “on demand” digest creator. Let’s say my goal was to create a digest of Airtable records that are tasks marked “In Progress” by Friday. If you’re familiar with Airtable you might be able to see where I’m going with this ) When it is, the message “Run It” will be returned. For example:īy adding the Now() part, Airtable will check to see if “now” is the 3rd day of the week. The Workflow/WorkaroundĪirtable has a formula that can check whether it’s a particular day of the week (like the 1st day, 5th day, etc) and then show different messages depending on whether it is. ![]() ![]() This didn’t work out because we would have had to specify in our Zap which exact child values to retrieve in our Get Child Values step. ![]() My next thought was to use Storage by Zapier, adding child values for each record, then removing the value when that record entered another view (that would, by definition, mean it had exited the other view). So triggering on a record being added to a view won’t help us because once it’s in the digest, it’s there permanently, regardless of whether it has since left that view in Airtable. This one stumped me at first because we’re not able to remove items that have been added to a digest. So, in other words, they’d like to get a digest of items that are in a particular Airtable view at the time of rolling up those digest items to send. I would like to have weekly zapier rollups created using the information in this view but ONLY for items which are currently in the view – NOT for items which may have passed into and then out of the airtable view sometime over the course of the week. We recently had a community member who presented us with a bit of a tricky issue: ![]()
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