Scheduled Lists to be emailed

Carrie Clark

Quick question:

We use a variety of dashboard, and send those out regularly - but sometimes it's nice to have an actual list rather than the graphics.

Actions, for example. It would be great if we could get a list of actions completed for the week/month prior on a schedule. Or a list of gifts etc.

Does anyone know how to make this happen?

Austen Brown

Hi Carrie - You can send out an action digest through a Power Automate flow, to occur on a schedule automatically. Follow the link below to learn more about this platform and what you can do with it. There is a gift digest flow in the Template Showcase (where users have shared their Power Automate flows) that you can repurpose for this.

Carrie Clark

Thank you! I'll look into the Power Automate feature.