EMAIL-WORKFLOW
I have a situation over here . I have a workflow which is connected to supabase and I have a due date column in my supabase . So I want my workflow to send emails on custom schedule to my clients on due date. I am succesfully getting the rows of my data base please I need further assisatance on this . Much appreciated
2 Replies
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AI Response
It seems like there are no specific pre-built templates available for this use case in our current database. However, I can guide you on how you might achieve this.
To send emails to your clients based on a due date in your Supabase database, you can follow these general steps within your workflow:
1. Connect to Supabase: Your workflow should already pull data from your Supabase database, including the due date for each client. This is where you start.
2. Schedule Job: Set up a scheduling mechanism to trigger your workflow daily. You can set up an interval or a cron schedule to check for due dates.
3. Filter for Today's Due Dates: Use logic within your workflow to identify which clients have a due date matching the current date.
4. Send Emails:
- Integrate an email sending service or node (like SendGrid, Gmail, etc.) into your workflow.
- Create an email template or message body that you will use to notify your clients.
- Loop through the list of clients filtered by the due date to send out personalized emails.
5. Error Handling and Logging: Set up error handling to manage any failures and possibly log these events for audit purposes.
This should give you a basic structure to work from. If you have specific nodes or integrations set up, you can utilize them accordingly in the workflow to complete these steps.
If you need more specific guidance or a step-by-step walkthrough, you might consider contacting support directly through in-app assistance.
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