May 2025: List & Grid format in 'Send Email' Action via Automations

Now you can send records in list and grid after 'find' records in Automations

We’ve added new list and grid formats in the ‘Send Email’ action in automations. With that you can create email digests for automations and send bullet points in a list or a table format in your emails.

1. List Format

  • Layout: Displays your selected records in a vertical bullet-point style, one item after another.

  • Best for:

    • Quick summaries

    • Sending short lists of tasks, names, or updates

    • When you want a clean, minimal, text-based look

• Task: Design Review | Status: Completed  

• Task: Content Draft | Status: Pending  

• Task: QA Testing | Status: In Progress  

2. Grid Format

  • Layout: Displays your selected records in a table-like structure with rows and columns.

  • Best for:

    • Sharing structured data (e.g., project dashboards, product lists)

    • When recipients need to compare multiple fields easily

  • Example:

Task Name

Task Status

Due Date

Design Review

Completed

Aug 14

Content Draft

Pending

Aug 16

QA Testing

In Progress

Aug 18

Create email digest automations with these updates in the send email automations!

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