We currently do not have a feature that allows you to receive a daily summary of all questions completed by your clients.
However it is possible to create one using Zapier.
Steps
First, you’ll need a Zapier account.
Once you have signed up, create your first workflow by clicking the “Make a Zap” button. Then follow these steps
Step 1: Create a trigger
You’ll trigger this workflow with Content Snare’s “Field completed” trigger. Every time a client completes a field, we’ll add it to our daily summary.
![](https://contentsnare.com/help/wp-content/uploads/2024/03/1-1024x560.png)
Go ahead and test the trigger to get some sample data.
Step 2: Create a Digest by Zapier action
Create an action. Search for “Digest by Zapier”, and then select the “Append entry and schedule digest” event.
![](https://contentsnare.com/help/wp-content/uploads/2024/03/2-1024x568.png)
Set it up like this:
![](https://contentsnare.com/help/wp-content/uploads/2024/03/3.png)
- Title: This is a unique name for the digest. You don’t want to use the same name as another digest in your Zapier account
- Entry: This is the text that will become one item in your daily summary list. I like using a dash at the start to indicate a bullet point. Or separating items with three dashes on a new line like “—”
- Frequency: How often you want to get the email
Step 3: Create an email action
Use the “Email by Zapier” app with “Send Outbound Email”.
Note: The email will come from Zapier. If you want it to come from yourself, use the Gmail App & Send Email action.
![](https://contentsnare.com/help/wp-content/uploads/2024/03/4-1024x546.png)
And set it up as follows:
![](https://contentsnare.com/help/wp-content/uploads/2024/03/5-1024x611.png)
This is just like writing an email. Add who you’re sending it to, give it a subject and a body.
Create the body by writing whatever you like, and then adding the “Current Digest” from the previous step.
Step 4: Turn the Zap on
That’s it!
Now just turn the Zap on and you’ll begin receiving a daily summary email of documents received in Content Snare.
![](https://contentsnare.com/help/wp-content/uploads/2024/03/6-1024x330.png)
The email might look like this:
![](https://contentsnare.com/help/wp-content/uploads/2024/03/7.png)
You can use this same process to add a daily summary to your task management system, or any system supported by Zapier.