Send Email Alerts with Tasks Due

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Genel Bakış

1. Fetches all workspace members
2. Loops through each member
3. Finds their tasks due today
4. Formats and sends a personalized email

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Step-by-Step Setup

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Step 1: Configure the Trigger

1. Go to Settings → Workflows and create a new workflow
2. Select On a Schedule as the trigger
3. Use a cron expression for daily at 8:00 AM: 0 8 * * *

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Step 2: Search for All Workspace Members

1. Add a Search Records action
2. Select Workspace Members (under advanced objects)
3. No filters needed — this returns all members

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Step 3: Add an Iterator

1. Add an Iterator action
2. Set the input array to the workspace members from the previous step
3. All actions inside the iterator will run once per member

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Step 4: Search for Tasks Due Today (Inside Iterator)

1. Inside the iterator, add a Search Records action
2. Select Tasks as the object
3. Add filters:
   • Assignee = current workspace member (from the iterator)
   • Due Date = today

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Step 5: Format Tasks into Email Body (Inside Iterator)

export const main = async (params: {
  tasksDue?: Array<{ id: string; title: string }> | null | string;
}) => {
  const tasksDue =
    typeof params.tasksDue === "string"
      ? JSON.parse(params.tasksDue)
      : params.tasksDue;

  if (!Array.isArray(tasksDue) || tasksDue.length === 0) {
    return {
      formattedTasks: "No tasks due today."
    };
  }

  const formattedTasks = tasksDue
    .map(
      t =>
        `${t.title}\nhttps://yourSubDomain.twenty.com/object/task/${t.id}`
    )
    .join("\n\n");

  return { formattedTasks };
};

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Step 6: Send Email (Inside Iterator)

1. Add a Send Email action (still inside the iterator)
2. Configure:

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Step 7: Test and Activate

1. Click Test to run the workflow manually
2. Check inboxes for the emails
3. Activate the workflow

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Related

• Workflow Actions
• Send Emails from Workflows
• Handle Arrays in Code Actions