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Schedule workflow report

Is it possible to create a scheduled workflow that runs a report and sends it out?

I would like to inform a manager of the projects he has in draft and have them reply with a couple of fields that we need updated every Friday.

The updates will be returned to a person who will update the Clarizen fields.  I would simply like to generate (preferably) one e-mail with the list of projects and 3 fields from each project. (start date, revenue..etc)

Thanks, R

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Hi Rich,

We are all excited from the new v5.4 to be released this weekend that is going to support this exact use case.

There is a new ability with business rules to have an action that send a report automatically, so embedded with a scheduled workflow, the request above can be easily achieved.

Great question :)


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