Hi everyone!
I am trying to figure out how how to automate sending a reminder to my Board that also sends out the Board Pack at the same time?
i use the Microsoft 375 environment.
Thanks!
Amanda
Hi everyone!
I am trying to figure out how how to automate sending a reminder to my Board that also sends out the Board Pack at the same time?
i use the Microsoft 375 environment.
Thanks!
Amanda
Hi
I’d have thought you could try the following approach in a Multi-step Zap:
That should allow you to trigger the Zap, a certain amount of time before a meeting starts, search for the relevant board pack file and attach it to the email reminder that is then sent.
Do you think that approach will work? If I've misunderstood what you're looking to do or you run into any issues in setting this up just let us know. Always happy to help further!
Thank you!
Can you specify what meeting can be a trigger? As certain meetings require certain paper work.
Thanks!
Amanda
Hi
I’m jumping in to see if I can help!
It really depends on you. You can either create a new meeting and use it as your sample data in your trigger by clicking on the “Find new records” button, or you can use the loaded sample data after you hit the “Test” button in the “Test” section of the Zap.
You can learn more about about changing the test data in your Zap trigger here: https://help.zapier.com/hc/en-us/articles/8496310366093
Hopefully, this helps!
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