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Setting up automation to email me at the end of the day all cards that are in my completed list

Joe Nardi March 7, 2024

Is there a way to get an email breakdown of all cards in my Completed list each day.

 

I tried setting up the scheduled automation but all I get is an email that is blank each day.  It doesn't show what's in my completed list.  Is this even possible?

If not is there any other way of getting a breakdown each day of what's completed?

1 answer

1 vote
Hannah Humbert - Simpla Workflows
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March 7, 2024

@Joe Nardi you need to add the {$report} variable to your email message. Here's an example of how the full automation could look:

every day at 5:00 pm, create a report with all cards in list "Done" using pattern "- [{cardname}]({cardlink})", and send an email notification to "hannah@simplaworkflows.com" with subject "Today's completed cards" and message "See below for a list of cards completed today:\n\n{$report}"
Joe Nardi March 7, 2024

Thank You!

Joe Nardi March 7, 2024

@Hannah Humbert - Simpla Workflows - Is there a way to have the cards listed in the email so each card is listed on one line in the email.  Right now it seems to put them one after another so I have multiple cards on one line.

Hannah Humbert - Simpla Workflows
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 8, 2024

@Joe Nardi you can format it within the pattern. - [{cardname}]({cardlink}) will give you a bulleted list of hyperlinked cards. If you don't want a bulleted list, then remove the hyphen.

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