In a scheduled workflow that uses a saved search w...
# ask-stanley-ai
a
In a scheduled workflow that uses a saved search with summary columns, the Send Email action never seems to send anything out. What do I need to change to get it to work?
c
AI generated answer (using internal Slack threads):
In a scheduled workflow that uses a saved search with summary columns, the Send Email action may not send anything out because workflows run on each record individually. Therefore, it can only send an email for each record in the search and it can only contain data about that record. If you want to send an email that lists all results of the search, you might need to set up a scheduled email from the saved search that sends all results at a predefined time. Alternatively, you could have a workflow email out every time a record is created/updated and then also a scheduled saved search email that sends the whole list. If you want to include the entire results of a saved search in an email, you could convert the saved search into a PDF Template and then convert that into an email template. This can be done by creating a new PDF template and customizing it using the Advanced PDF editor. Once you save it, you will see it in the list of your Advanced PDF Templates. However, please note that this process might require some knowledge of HTML or Freemarker to get the template exactly how you want. Also, ensure that the "Send if no results" option is unchecked in your scheduled email settings. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.865781546
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848575175
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848402083
Please provide your feedback on this answer.