How to send email notifications from your Tadabase application

In this week's episode, we'll learn how to send emails from your Tadabase application using a variety of different methods.

Features Discussed:

1. Email Notifications (Time: 3:30)
   Learn to send email alerts directly on form submissions, with minimal configuration.
2. Custom Email Notification (Time: 7:26)
   How to create tailored emails where you can customize the "To," "From," subject, and body fields dynamically.
3. Scheduled Tasks (Time: 20:30)
   Automatically send daily emails triggered by user activity or specific conditions, with minimal setup required.

Transcript Summary

Introduction

Hey everybody and welcome back to this week's episode of "Build It with Tim." On today's episode, we're talking about email notifications.

Overview

Alright, so there's a lot that we can do with email notifications. The actual email that gets sent out is the easy part. How we build this into our application and workflows can change drastically based on what type of application you have and how you want to reach that end result of the email being sent.

In today's episode, we are talking about:

• Sending basic emails on form submissions.
• Sending complex emails on form submissions.
• Sending an email through inserting a connected record.
• Sending an email through an automated scheduled task.

Let's get started.

Email Settings

Before we start building out examples of how we can send email notifications, I want to briefly talk about email settings located in the settings tab of your application. By default, if you leave all these email settings blank, every email sent from your application will be sent from a database SMTP server. The SMTP server is the actual outgoing mail server used to send or process and send emails.

If you want to change that to something like your own work or business or personal email address, you'll need to include custom SMTP settings. The settings will vary based on your email provider, whether that's Gmail or any other provider. You can find that information from your provider and input it into the custom SMTP settings fields.

Another option is to utilize an SMTP service like SendGrid. We have documentation on how to use SendGrid as your SMTP provider, which is a great option for sending customized emails from your own personal or business address.

Examples

Basic Email Notification

I've configured some tables to work with different examples we will discuss today:

• Sending a basic email on form submission.
• Sending a complex email on form submission.
• Sending an email when inserting a new connected record.
• Emailing as a scheduled task.

Example 1: Basic Email Notification

A basic email notification occurs when a new record is added to the customers table. The basic email won't give you the ability to modify the information sent, only to add a condition and modify where the email gets sent.

Configure the email and save the form. When you preview the page and submit the form, you'll receive the email with default information.

Example 2: Complex Email Notification

In a complex email, you can modify the to address, from address, subject, and body. You can also include attachments. Configure these settings in the notifications tab and customize the email as needed.

Inserting a Connected Record

This method allows the live app user to write their own subject and body for every email they want to send. You do this by inserting a connected record into the sent emails table. This setup lets you customize the email for each instance.

Automated Scheduled Task

Using a practical use case, such as projects and tasks, you can set up a scheduled task to email users about their assigned tasks. Configure the task to run daily at a specific time and set conditions for sending the email, such as the number of assigned tasks.

Conclusion

To recap, we learned how to send:

• A basic email with form notifications.
• A more customized email.
• An email by inserting a new record into a dedicated email data table.
• An email from a scheduled task.

These methods provide different ways to handle email notifications, offering various levels of customization and automation. If you have any questions, please feel free to let me know. Thanks for watching, and we'll see you next week. Take care, everybody!