We send a project status report every week. It needs to because some folks want include it in their presentations. Is there an automation to create a digest of tasks completed in the last 7 days, then include those tasks in an email template and send the email?
I don’t have any suggestions, but commenting to hopefully bump interest. I’d be curious about this also.
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FredBaker
(Integrated Human | Authorized Partner)
3
This isn’t a full solution, but there is an integration automation for:
“When date arrives and status is something, send an email to someone”, so you could have the system send a stack of emails for everything that has completed during the week.