Automatic Send Weekly Email to Owner for Incomplete Project

Hi All - I’m trying to find out a way where the Appsheet will send email automatically every Monday morning to the Owner of the project for their project status “Not Started” Or “In Progress” in the table form. Below the snip of the project database. Not able to be successful with Automation

Thanks in advance.

What have you tried? What were the results?

Hi Steve - I tried the Bots automation but it’s letting me trigger email if an Action is performed. For example, if Project status is changed, it sends email. Rater, I wanted to just send email List of Project to the assigned Owner every week on Monday

Configure a scheduled event

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Hi @jainnilesh ,

Configure the scheduled bot to trigger the automation along with that, make sure that the Application is deployed.

If the application is not deployed, the scheduled bot will not run.

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So I did follow the process you attached with Link. However, it’s not letting me send a Table that includes, 1. Project Name 2. Owner, 3. Status, 4. Due Date. It’s creating a Project Form instead which is not that I’m looking for. See below:

The intention is so send the respective Owner of the Project with list of project in table form, that includes 1. Project Name 2. Owner, 3. Status, 4. Due Date.

I did Deploy Application. However, it’s not letting me send a Table that includes, 1. Project Name 2. Owner, 3. Status, 4. Due Date. It’s creating a Project Form instead which is not that I’m looking for.

Run your bot for each row of the owners table and set up a <<start: select>> on the project table filtering on the owner and the status.

@jainnilesh Seems like we need some more clarity over the requirements.

Could you explain it a bit more with some attachments.