Anybody tried this? Weekly email to everyone with next week events for each?

  • 16 February 2021
  • 1 reply
  • 27 views

Hi everyone, 

 

I wonder if anyone already has this flow in mind with Zaps

 

Context: 

 

We run trainings/webinars daily around the world. (trainers, calendars, related data)

The logistic is: we schedule these trainings > calendar and > task payment sys (These are all done OK)

 

The main key data is on Asana, the relevant fields are: 

 

Start and finish date/hour
lead - trainer 
mod - trainer
bm - trainer 
youtubelink
all other event info
 

What we want to achieve is as follow: 

 

Each week - on Thursday - each trainer - Gets sent an email - containing next week’s events in which he/she is scheduled. Events listed on email body

 

The workflow idea for this could be: 

 

  1. Look next week events (scheduler Thursday 10 am) (trigger)
  2. Look for unique trainers names - emails (on lead - mod - bm fields of each event)
  3. Create “key storage data” for each unique trainer name
  4. Populate each key data
  5. Search next week events with key/trainer name
  6. populate key event - list all next week events with trainer name on (lead mod bm)
  7. run Scheduler - Thursday 10:30 - send email each “Main key data on storage” (trainer name)
  8. Create email body template
  9. Add key data - list all child data into key
     

Any help is very welcome! Thank you very much!
 

Felipe

 


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1 reply

Userlevel 7
Badge +12

Hi @felipe_Upskill, what a great automation!

Your suggested workflow sounds like it would work - have you tried it out? Or are there any parts that you’re not sure about?