automated weekly email with dashboard link

Andy Counsell · 11/19/20

Hi All

what I'm trying to do is send out a scheduled (weekly) email, with links to two dashboards for review by everyone that the sheet is shared to.

sound simple enough but i can't get it to work reliably using automation from the main sheet.

have been using the alert someone.

can someone please advise on the best way to achieve this

thanks in anticipation

Andrew

Andy Counsell · 11/19/20

Many thanks Andrée Starå

i have got it working I think. Because you can only schedule things to run on the hour i was triggering the email on record change event. Because i was selecting only send email not rows or cells it appeared to impact on the way the email was delivered / what the content was.

it was also compounded by the fact that one of the dashboards is specific to the current user. it's one thing to build these things into a new template but to retro fit them into existing workspaces is a bit of a trial. especially when you(the person developing), isn't a user in the plan. so no data for current user.

I also moved the automation to a summary (roll up), sheet with no active changes on it and this all appears to have worked

many thanks again for your help - i was doing essentially what you suggested

kind regards

Andy

Andrée Starå · 11/19/20

Hi @Andy Counsell

What's not working?

There are three ways to set it up.

Alert everyone shared to the sheet with the links to the Dashboards included
Send as Attachment with the links included

Make sense?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andy Counsell · 11/19/20

Many thanks Andrée Starå

i have got it working I think. Because you can only schedule things to run on the hour i was triggering the email on record change event. Because i was selecting only send email not rows or cells it appeared to impact on the way the email was delivered / what the content was.

it was also compounded by the fact that one of the dashboards is specific to the current user. it's one thing to build these things into a new template but to retro fit them into existing workspaces is a bit of a trial. especially when you(the person developing), isn't a user in the plan. so no data for current user.

I also moved the automation to a summary (roll up), sheet with no active changes on it and this all appears to have worked

many thanks again for your help - i was doing essentially what you suggested

kind regards

Andy

Andrée Starå · 11/22/20

@Andy Counsell

Excellent!

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!