Aaron McCausland
03/12/2025, 3:47 PMCeligo AI
03/12/2025, 3:48 PMAI generated answer (using internal Slack threads):Based on the conversations provided, it appears that you cannot use field references in the Introduction part of a summarized scheduled saved search email. However, you can use HTML tags to format the email body for single record results. For summarized saved search results that are scheduled to be emailed, it seems that placeholders or internal IDs cannot be used in the Introduction field under the Email subtab. As for attaching PDF invoices in an email from a saved search showing the list of open invoices, a suggested workaround is to use a scheduled workflow based on your saved search results to email open invoices. However, this would send one email per transaction. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/12/2025, 3:48 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831564367
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82901907
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824877322
Celigo AI
03/12/2025, 3:48 PMCeligo AI
03/12/2025, 3:48 PMAaron McCausland
03/12/2025, 3:49 PM