Is there way to add info from multiple cells between text in an email from an automated workflow?

Justin Mauzy

If I have an automatic workflow send an email weekly, is there a way to add multiple cells in the body without adding the rest of the text over and over?

If you look at the example above, I have a column named "Date Completed:" and workflow looks for the last 7 days every Monday at 10:00 A.M. There is another column named "Email:" which has the email address where it will send the email.

The custom message pulls the store number from the column "Store #:" and the date it was completed from the "Date Completed:" column. There can be the same contact for multiple rows as in the example above. Here is the custom message:

Here are the stores we completed this week.

{{Store #:}} on {{Date Completed:}}

If you have any questions or concerns, please don't hesitate to reach out.

Thank you,

Is there a way to have the highlighted yellow only show up once instead of multiple times like in the example?

So the email would read:

Here are the stores we completed this week.

1111 on 11/11/20

2222 on 11/13/20

5555 on 11/10/20

9999 on 11/09/20

If you have any questions or concerns, please don't hesitate to reach out.

Thank you,

Thank you in advance.

David Joyeuse

Hi @Justin Mauzy

The way automation works, no, it won't work like this.

What I would suggest you still is to add a row, on top of the sheet, or in another sheet to JOIN/COLLECT all the info you need in one cell. This will require an helper column too.

Something like:

Helper column:

= [Store #]@row + " on " + [Date completed]@row.

This will join the values of those cells.

Then do:

=JOIN(COLLECT([Helper Column]:[Helper Column], [Date Completed]:[Date Complete], >= TODAY(-7))

Then have the automation work on this row every monday at 10;00 AM, and just copy the value on this cell within double brackets in your mail, and you'll get the desired results.

Hope it helped!

Juan Panzardo

Hello, did you try to make a report that shows the information and send it as an attachment?

You can schedule the periodic sending of that report.

Hope the suggestion works ..

Regards

Juan

Justin Mauzy

Thank you Juan. This will not work for us. We are sending this directly to a client, whom will never open an attachment.

Thank you,

David Joyeuse

Hi @Justin Mauzy

The way automation works, no, it won't work like this.

What I would suggest you still is to add a row, on top of the sheet, or in another sheet to JOIN/COLLECT all the info you need in one cell. This will require an helper column too.

Something like:

Helper column:

= [Store #]@row + " on " + [Date completed]@row.

This will join the values of those cells.

Then do:

=JOIN(COLLECT([Helper Column]:[Helper Column], [Date Completed]:[Date Complete], >= TODAY(-7))

Then have the automation work on this row every monday at 10;00 AM, and just copy the value on this cell within double brackets in your mail, and you'll get the desired results.

Hope it helped!

Justin Mauzy

That worked. Thank you.