Automated and filtered notification email

How To
1

Hello there, best wishes!

I would like to create an automation to automatically notify a user by email.

Here are my three elements, from Airtable :

  • users,
  • tags,
  • projects,

If a user and a project share at least one tag in common then the user is notified by email.

Can anyone help me or direct me to a resource?

Thanks !

2

Welcome to the Make community!

When what triggers it?

Please provide examples of your data, screenshots, Output Bundles, etc.

1. Screenshots of module fields and filters

Please share screenshots of relevant module fields and filters in question? It would really help other community members to see what you’re looking at.

You can upload images here using the Upload icon in the text editor:
Screenshot_2023-10-07_111039

2. Scenario blueprint

Please export the scenario blueprint file to allow others to view the mappings and settings. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.

Screenshot_2023-08-24_230826
(Note: Exporting your scenario will not include private information or keys to your connections)

Uploading it here will look like this:

blueprint.json (12.3 KB)

3. And most importantly, Output bundles

Please provide the output bundles of the modules by running the scenario, then click the white speech bubble on the top-right of each module and select “Download output bundles”.
Screenshot_2023-10-06_141025

A.

Save the bundle contents in your text editor as a bundle.txt file, and upload it here into this discussion thread.

Uploading it here will look like this:

bundle.txt (12.3 KB)

B.

If you are unable to upload files on this forum, alternatively you can paste the formatted output bundle in this manner:

  • Either add three backticks ``` before and after the code, like this:

    ```
    input/output bundle content goes here
    ```

  • Or use the format code button in the editor:
    Screenshot_2023-10-02_191027

Providing the output bundles will allow others to replicate what is going on in the scenario even if they do not use the external service.

Following these steps will allow others to assist you here. Thanks!

If you want to learn more about Make, you can read up in the Help Center. I also recommend doing the tutorials in the Make Academy, and learn advanced skills like how to make custom apps to any API in the Make Partner Training Portal - both have certificates for successful completion.

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3

Hi @Oxigo

To provide you the solution, we need to know how your airtable data looks like. Are these element you mentioned three columns or three tables and how are they connected.

Please provide the overview of your airtable, and don’t hesitate to reach out to us.
MSquare Support
Visit us here
Youtube Channel

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4

Hello, thanks for you answers !

I just moved, so I only give further information now.

  1. I want to notify a user by mail, when a new project match his speciality.

example : If a new startup project in FinTech is created, then Expert(s) with FinTech in they pre-selected specialities his notified by email.

Here are some screenshots of my Airtable table :

4
41536Ă—391 81.3 KB

3
31350Ă—816 127 KB

Sorry for the bad resolution of the text on screenshots. Here they are :

  • “If the speciality selected by the “expert” match with the speciality semected by the project owner. Then it’s a trigger to notify the expert by email.”

Thanks a lot again guys !

Justin

5

UP! Still looking for the solution

Thanks,

Justin

6

Hi @Oxigo

Check the onboarding project when a new project is created. Search for users in the Projects board. If a match with the required specialties is found (use filter for this condition), send an email.

If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support
Visit us here
Youtube Channel

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