CRM - Automatically trigger sending bulk email templates to multiple contacts for different clients

CRM - Automatically trigger sending bulk email templates to multiple contacts for different clients

Our CRM database tracks many different clients, each with their own contacts, and we need a way to use the Email Templates that we have set up to send emails in bulk to specific contacts for each client when that client's "Benefit Renewal Date" is 120 days from the current date.  We also need this to be tied into the Email Insights analytics system in CRM.

In order to set up this workflow trigger, we are trying to use the Actions automation feature, but we need information from both the Companies form (to get the Benefit Renewal Date) and the Contacts form (to get the contact's name and email), and the Actions page only allows us to use one form at a time.  If we use the Companies form for the Action, then we do not have access to the contact's email, and so cannot send the email.  If we use the Contacts form for the Action, then we do not have access to the client's Benefit Renewal Date, and so cannot trigger the Action at the correct time.

We were able to utilize the Functions feature to create a custom function that pulls in information from both the Companies form and the Contacts form.  However, we do not seem to have the ability to populate an Email Template using the custom function, and emails sent using the custom function do not seem to be captured by the Email Insights analytics.

Can you please assist us with creating a way to automatically send emails in bulk to specific contacts when the client's Benefit Renewal Date is 120 days from the current date, and also have the email be captured by the Email Insights analytics?