Set up automatic emails to notify people about things like:
Record updates
Task assignments
Approaching deadlines
This article explains the different types of automatic emails Quickbase offers.
Custom emails
Custom emails can be set up to send notifications:
When records are created, modified, or deleted
On a schedule
Customize email content with pre-built elements like record change logs, reports, forms, and field markers to include Quickbase data in your email.
Custom emails cover the same use cases as legacy email types and offer an intuitive email builder, as well as other advanced options. Learn more in Create custom emails.
Legacy email options
Record change notifications
Set up a record change notification to let people know any time a record is added, modified, or deleted. Learn more in Create record change notifications.
Report subscriptions
Use report subscriptions to send specific reports out on a schedule. This can be useful for things like:
Sending a monthly sales report to senior executives
Sending yourself a report of your open issues every day
Learn more in Create a report subscription.
Reminders
Use reminders to automatically send an email to yourself, a colleague, or your whole team before or after a relevant date or deadline. Learn more in Creating reminders.