Can I make custom scheduled emails to each employee?

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1

I would like to template out a task list for employees, where any open task entities get added to the body of an email and sent to the user account attached as the assignee.

Can this be done without use of third-party tools?

2

Hi there,

The easiest way I could come up with is this:

Test task database

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We want each of the assignees to receive a list of still open tasks that are assigned to them.

Go to the Users database. Create a Rule to run every morning:

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The body of the email message template:

{! TestTasks:Id,Name,Due Date,State.Name,State.Final,Assignee.Email !}
# Tasks for {{Name}} ({{Email}})

<%
const tasks = Entity.TestTasks || [];
const myEmail = Entity.Email;
const filtered = tasks.filter((t) => t['Assignee.Email'] === myEmail && t['State.Final'] != true);
if (filtered.length === 0) {
%>
No tasks found for this user.
<% } else { %>
<% for (const t of filtered) { %>
- [<%= t.Name %>](https://your-workspace.fibery.io/fibery/space/CRM/database/TestTask#CRM/TestTask/<%= t.Id %>) — Due: <%= t['Due Date'] || 'N/A' %> — State: <%= t['State.Name'] || 'N/A' %>
<% } %>
<% } %>

Will this work for you?