Zapier personal capital to airtable3/18/2024 ![]() From here you can toggle any of the fields you’d like to include in the list of records. Then, choose the option that says “Records” (from the Find records action), and then select “Records” again. To add a record list, start by clicking on the plus sign in the “Message” section. You can even choose which fields to include in the list! Insert records as a list - In the body of the email, one option you can use is to insert the records found in the “Find records” action as a list. You can also view guides for all other available options here. The “Send an email” action is covered in-depth in this support article. In the example below, we’ll include a short note in the body of the email, and then render a list of records and fields that were found in the trigger step. You can then customize the email you plan to send. Start by clicking the + Add advanced logic or action button under the previous action step, and then select the “Send an email” action. ![]() ![]() The “Send an email” action will be used to automatically generate a formatted email to a list of people. Once this is configured, make sure to test the action. Note that the conditions are set where the field is “today”. In this case, these would include records where the due date is equal to today’s date. Start by clicking the + Add advanced logic or action button under the trigger step, and then select the “Find records” action. We’ll first an action to look for any records to include in the digest email. To create the email digest, two actions will be configured: Once the trigger is configured and tested you can add an automation action.
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