Airtable zapier digest plus#

We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. If you'd like to customize the order your records are returned in, check out this article to learn more about finding records based on a view, and then rendering those view-ordered records and fields in a grid.All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. Records in the HTML grid found conditionally will be ordered by Record ID based upon ASCII formatting (numbers -> capital letters -> lowercase letters). Here’s an example of how this grid of records would be rendered in an email:Īll characters in text fields will be included in your grid by default, but you can choose to truncate text fields by checking the box next to the option when setting up the grid. To do so, follow the same steps as above, but instead select the 'insert as grid' option.

Insert records as a grid - Instead of inserting records as a list, you can also insert them as a grid. Here’s an example of how this list of records would be rendered in an email:Īfter you’ve customized the rest of the email options, run a test to make sure everything is set up correctly. Watch the gif below for an example of these steps. From here you can toggle any of the fields you’d like to include in the list of records. Then, choose the option that says “Records” (from the Find records action), and then select “Records” again.

Airtable zapier digest plus#

To add a record list, start by clicking on the plus sign in the “Message” section. You can even choose which fields to include in the list! Insert records as a list - In the body of the email, one option you can use is to insert the records found in the “Find records” action as a list. You can also view guides for all other available options here. The “Send an email” action is covered in-depth in this support article. In the example below, we’ll include a short note in the body of the email, and then render a list of records and fields that were found in the trigger step. You can then customize the email you plan to send. Start by clicking the + Add advanced logic or action button under the previous action step, and then select the “Send an email” action. The “Send an email” action will be used to automatically generate a formatted email to a list of people. Once this is configured, make sure to test the action. Note that the conditions are set where the field is “today”.

In this case, these would include records where the due date is equal to today’s date. Start by clicking the + Add advanced logic or action button under the trigger step, and then select the “Find records” action. We’ll first an action to look for any records to include in the digest email. To create the email digest, two actions will be configured: Once the trigger is configured and tested you can add an automation action.