send weekly mail with items with a certain status
Dear podio,
I want to set up a weekly mail. In this mail i want certain data from items that are changed on a certain status whitin that perticular week. How can i set up this kind of mail ? i have no clue where to start. thanks in advance!
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This is definitely doable with Podio Workflow automation (PWA)
1. you'll need to create a date field (probably configured as a hidden field) on your app that can track when the item's status was last updated.
2. Then you'll create a PWA flow that triggers when the status is updated in the way you want to track; that flow will update the date field you created in step 1.
3. create a view on your app with the filters on the date field from step 1. The filters would be (current week or prior 7 days, depending on when you run the report)
4. Set up a date-triggered flow to run on a specific day of the week. In that flow you'll use "Get Podio View" and reference the view you created in step 3.
4A. In this date-triggered flow, use the "create detail HTML table" action and point to the view you collected. Configure this to have the fields you want from the app view
4B. Insert the HTML detail table into a "Send Email" action in the Date-triggered flow you set up
Note that you could alternatively format things a bit more creatively if you built an HTML string on your own by looping through each collected from the Get Podio view, and then inserted that HTML into your send email action.
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