Hi everyone,
I have a new complex challenge and I wonder if I can get some help here for this integration. Thank you very much in advance!
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 ideal workflow I can see on Zapier is as follow:
- Look next week events (scheduler Thursday 10 am)
- Look for unique trainers names - emails (on lead - mod - bm fields of each event)
- Create “key storage data” for each unique trainer name
- Populate each key data
- Search next week events with key/trainer name
- populate key event - list all next week events with trainer name on (lead mod bm)
- run Scheduler - Thursday 10:30 - send email each “Main key data on storage” (trainer name)
- Create email body template
- Add key data - list all child data into key
- Create email body template
Any help is very welcome! Thank you very much!
Felipe