Hi. I want to create a automatic rule to send mail notifications each week about upcoming and expired due dates in our task table. But I’m unable to find much useful. I’ve installed the gmail pack and set the admin account as sender. But I’m having a hard time figuring out the formulas. I want to s…

Hey Carl, I added a couple other solutions with a new setup into your doc, let me know what you think! Canvas Column Option Step 1. Create an all tasks table. Step 2. Create a people table. Step 3. Create a page that can act as a template for a canvas column in the people table, for sending sum…

Hello @Carl_Haugen , I tried to realize the exercise with my poor knowledge ^^ and here is my proposal that can be refined according to the exact criteria. A button approach would have been a good idea too but you wanted an automation :slight_smile: Sincerely, Thierry [chrome_7Bj6jiPLIK]

Thanks for the suggestion, Thierry. Unfortunately that does not do what I want it to :confused: What I need is to… Filter all taks which is “not completed” and have a passed “Due date”. I suspect we also need to filter for each user here, so we can send only one mail per user. This summary of t…

Hello, Another approach would be to use a filter on the table directly already to sort the completed tasks and then create a column with buttons to send an email when necessary. Sincerely, Thierry

Hey there! First you will want to modify your if() condition so the count() is outside the filter() task.filter(completed=false and responsible.isBlank()).count()>0 That should be a fine if() condition either run or not run the action After that you have LOTS of options with email You could ru…

I wanted to surface this possible solution by Codan @Ben_Lee : [image] Gmail Pack HTML Email Builder Doc Show and Tell This Doc uses the Gmail Pack and has the basic layout and style for a one column HTML email. You can add Titles, Images, and Content just by …

Thanks @Scott_Collier-Weir . You’re really on to it. I got the first part right, but I think you lost me on the second formula. I would very much appreciate an example if you have the time! This goes a bit over my head. I’m just used to simpler excel formulas and powershell scripts at work …

Certainly! You’re welcome. Keep us posted on how it turns out.

@Scott_Collier-Weir I made a page here with the basic setup and my poor attempt of the automation. Should be open for anyone to edit. Would appreciate it very much if you have some tips on how to proceed. The gmail pack is set up and should be usable for everyone.

I managed to create a button to trigger mail for individual buttons with a button column. But I have no idea how to turn that into one summary mail per user. Also tried to use the suggested formula from Scott to create a summary email with another button, but there seems to be a very slim chance I …

Any chance you could give me a few pointers @Scott_Collier-Weir ? I’ve tried to search this forum and tested some solution, but have come up short of anything working as I hoped. I have found examples of how to send info of each task with one mail via a button column (see example page above), but I…

How to send automated task summary mail to users?

steph May 9, 2022, 4:42pm 6

I wanted to surface this possible solution by Codan @Ben_Lee:

Topic		Replies	Views
Email sent to individual people	2	200	April 3, 2024
Daily Notification for Due date expiry	7	2309	November 29, 2021
Send automatic reminder emails when due date is 1 day away	3	1037	April 30, 2021
Time based automation for filtered results to send an email	5	928	October 19, 2022
Due date reminders / notifications Product Feedback	34	9081	November 13, 2023

How to send automated task summary mail to users?

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