Send Email Alerts with Tasks Due

import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';

Send daily email reminders to each team member about their tasks due today.

Overview

This workflow runs on a schedule and:

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

Step-by-Step Setup

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 * * *

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

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

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

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

Add a Code action to format the tasks into a readable list with links:

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 };
};

Step 6: Send Email (Inside Iterator)

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

Step 7: Test and Activate

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

Related

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