I would like to offer my clients daily email check-ins for accountability and am trying to find a way to automate this.
I created a google sheet with their name, email, email frequency, and goal.
I have a zap created using the schedule trigger to look up a row by email frequency (“daily”) and then generate and send an email in gmail asking the client how their goal is going.
The test row is working two days in a row now, but it looks like it will only perform the zap for one row as when I added a second row it completely ignored it and is still only running the zap for the test row. Any ideas on how can I get this to run for all matching rows in the given spreadsheet?
Please post screenshots with how your Zap steps are configured.
How many matching records would you have to iterate on for a given day?
What are the different cadences? (e.g. daily, weekly, etc.)
You may have to explore using a different app to handle these reminders as there are limitations with using GSheets to find/return multiple rows.
An app such as Airtable has APIs that can be used to pull back records in a matching View (aka Filtered data) and can also handle pagination (e.g. 100 records max per page).