Daily User Activity Reminder Email/report
I'm trying to create a report that we can send every user which will show their individual "Todays Tasks and Events".
Currently, we have a lot of workflows and schedules set up which send individual "Task Reminder Notification" emails throughout the day which serve as reminders for "Todays Tasks" but I was hoping to consolidate all of them into one daily email.
Looking forwards, I need to create more workflows for every stage of lead and client nurturing and I'm worried that more individual emails will just get lost and wont be actioned
I would like each user to receive one email at say 9:30 each morning which tells them:
What tasks they have today
What events they have today
What calls are scheduled for today
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