Need to automate sending an email with a list of items instead of an email for each item.

Paul Rathgeb

I have an automation that finds all incomplete, past due action items (aka "tasks"). I would like to send out a single email that lists all past due items. Right now an email is sent for each incomplete, past due task. I was playing with variables and lookup lists, but I simply can't figure out how to do this. Has anyone conquered this challenge?

 

Here's my current automation that sends an email for every incomplete, past due task:

1. Scheduled: Check at designated frequency.
2. Task Branch: Incomplete and past due.
3. If: where page parent id = ***
4. Then send email: {{task.body}}

 

I tried using "create a variable" and also "create a lookup table," but I was unable to figure out how to aggregate all the past due items into one email.

 

Any help would be greatly appreciated!

 

Samuel Gatica _ServiceRocket_

Hi @Paul Rathgeb 

Step1: The first step in the automation is to use the new lookup issues action by adding a "component: new Action" and select "Lookup Issues". Inside the lookup issues construct, add the JQL query you need (e.g., Issuetype=Bug, Status = Open ...)

Step2: Send a simple email with the following in the body of the email:

List of issues:

{{#lookupIssues}}
<a>{{key}}</a>
{{/}}

 

The email provide a simple list:

TD-3099
TD-3064
TD-2970

 

I hope this helps!

Best regards

Sam