Scenarios
- Multi-task sync: combine task records assigned to different members into one card and send it to a group or individual — easy for everyone to see what’s on their plate.
- Data alerts: when several records cross a threshold, automation rolls them up and pings the relevant owner.
Example 1: scheduled weekly task progress
Create a new blank workflow or use a pre-built template — open the automation editor. The core step is “Look up records”: trigger → Look up records → Send message to user or group.Configure “Look up records”
Before sending multiple records, use “Look up records” to filter the matching ones — then reference them in the send step. Specifically:- Set filter conditions — pin down what counts.
- Set lookup content — pick which fields to surface in the card.