Email template - Send a quarterly notification - Not triggered by an event

Hi @radams,

You can solve this problem as follows:

Scenario A : Large recipient list with many changes.

1) Create a Pipe for email triggering;
2) Create your templates in this Pipe;
3) Create an automation to trigger the desired template when a card is created.
4) Whenever necessary, use IMPORTER (Pipe's native app for uploading XLSX files) to upload the list of recipients.
5) If you want, these cards that will be created can be connected with your table. To do this, create a connection field in the "Messenger" Pipe.

This way, each card in your Pipe will represent an email sent to a recipient.

Scenario B : If the recipient list is small and doesn't change much, you can do a simpler process.

1) Create a template with all recipients;
2) Associate the template with the creation of a card.

In this format, each card would represent an email sent to multiple recipients.

Hi Lucas,

Thank you for taking the time to provide an answer.  This seems like a long process to be able to send an email.

To create an import file I need to be able to get the list of those that will need to receive the email. This is where I am stuck. I cannot pull the contact list with emails that will be linked to the card to be able to sort them out by type of card and status

Do you have a recommendation on how I could pull this list?

Thank you