Example: Use an action to send an email to the job preparer when a job is allocated.

In this article and accompanying video, we will explain how to configure Glide to send an email to a team member when a progress button is clocked. The example we will discuss is about informing a team member that a particular job has been assigned to them.

If you haven't seen it already, please do review the checklist we have for configuring an internal email automation. This walks through each of the steps you'll se in the email above and links to appropriate help documentation. This can be found here.

Key tips relevant to this example:

1. Generally speaking, you would have this template set to send immediately because it is internal. Even if you have a spelling mistake in the template, it's not going to damage a customer relationship.
2. If the intention is that the button will be clicked when a job has been allocated, then use a traffic light workflow action to ensure the relevant job field has been populated, in this example that was the preparer field.
3. If you find that this action sends too many emails, consider switching to an alert. You can set up an alert to send a certain number of days after the job has been allocated, only if the job has yet to be started or finished. This means fewer emails will be generated overall.
4. If your practice uses Slack or MS Teams (or similar tools) then consider asking your IT team to investigate the use of webhooks for these automations, this can help to reduce email traffic.