I love how we can send custom emails by creating "Tasks". One thing missing from this workflow is a way for us to update a field after sending the email. In fact, with all custom email sending it would be good to allow us to automatically update a record's field after the email is sent.
Without that there is really no way for us to automate the following:
1 - A customer record is added to our database.
2 - Task runs nightly to send an informational email to all users who have been newly added.
3 - A field is updated to let us know that the email has been sent to that customer thus preventing a duplicate email from being sent when the task runs again.
Adding an "Update Field" action to the custom email work flow would solve this.
The other option would be to allow us to query based on the history of which emails have been sent to certain records. However, I am not clear whether Knack even tracks that info.
Welcome to hear any current workarounds if anyone has one. Right now, we just have to do it all manually.