The 'Add Field Summary' feature allows you to dynamically insert aggregated data from your table into email or message content.

If you're a sales manager aiming to report the total revenue from successful deliveries each month, you can automate this with a field summary.

How to include records in messages?

1. Choose Send Email or Send Zoho Cliq Message as the action to notify your management.

2. In the message body, click where you want to insert the summary field(for example, after a brief introduction or a list of records).

3. Click the plus (+) icon on the right side of the message box.

4. From the dropdown menu, choose Add Field Summary.

5. In the right panel, choose the Orders table that contains delivery data.

6. Choose the field you want to summarize- for e.g., Total Amount.

7. Choose Sum as the formula to calculate the total revenue for the month.

8. Close the panel and complete the automation set-up. The field summary will now appear in the message content.