Bot Group By and Send Email

[googlenoob62]

I'm trying to figure out how I can have a bot group all records for a user and send one email with all their customers + the status instead of a individual email for each record.

In the image below I would want to send one email to <PII removed by staff> with the following in a email template on a monthly schedule:

Acme Rockets - In Progress

Acme Roads - Complete

Acme Planes - Not Started

       <Image removed by staff due to PII>

[Suvrutt_Gurjar · Accepted solution]

Please try below.

1) Please create a slice called say "Customer_Status_Slice" on the said table with a filter expression something like 

[Table Key] = MINROW("Table Name", "_RowNumber", [Assignee]=[_THISROW].[Assignee])

This slice will have one row per each assignee.

2) Please create a monthly scheduled bot on this slice 

Please ensure that Foreachrowintable setting is  selected and you select the slice name in the  Table settingand not the table name itself.

3) In the bot step , please make settings something like below.

4) Your email and pdf template can be something like 

<<START: SELECT(Table Name[Key Column], [Assignee]=[_THISROW].[Assignee])>>

<<[Customer]>> : <<[Status]>>

<<END>>

The main point to note is while the bot fires on the slice so that only one email each sent to each assignee, the <<START>> expression in the template is on the entire table. In reality, I believe you will need some more parameters such as date range in the START expression that you can include based on your need.

Please do test well. 🙂