I’m looking to use Automate to send out a weekly email to specific users when their assigned items have not been closed in 30/60/90 days. I have previously created notifications in automate that are triggered by new and updates to objects, however, I’m getting a bit lost on how I would create a notification function that sends users only their specific open items to their email on a regular cadence.
Any assistance would be greatly appreciated!
I think you would have to create an action that is triggered by the Automation, that includes a notification step. That can use a parameter on the object that contains the uid(s) of the assigned users.
You can then run that on a daily automation schedule that filters the open objects based on the open time.
In setting up your automation, you can configure a time-based trigger, so it gets run once a week. You can directly configure a notification (in addition or without an associated action) and in that notification put a general reminder and a link to a workshop application.
In your workshop app, where the user can view their overdue items (or their general inbox), you can use the Multipass Attribute string type variable to grab the username of the current user and then use this to filter the page so it’s only showing their items.
If you want to create a custom notification per user (rather than sending effectively a group notification), then I think you’d need to have a little pipeline builder pipeline that creates a “Weekly Notification” object the username, body text, and other metadata and then have an Automation that triggers for every new instance of that object that is created. Then you can have much more logic in your pipeline as well as use the pipeline scheduling to determine if and when these notifications are created.
