Sending out daily or weekly summaries from a Base usually means manually copying rows, formatting them, and pasting them into a chat.
With Lark Base automation, you can skip all of that. You can consolidate multiple rows of records from a base into a single message card and send it automatically to a member or group — on a schedule you choose.
This guide walks you through how to set it up using two key actions: Find Records and Send a Lark Message.
What Can You Do With This Automation?
This automation is ideal for any situation where you regularly need to push a batch of records to your team. Common use cases include:
- User feedback or exception summaries: Summarise feedback or exceptions on a daily or weekly basis and automatically send them to the responsible person or group for easy follow-up and review.
- Regular updates: Send daily revenue and progress figures for each store to a group every day to keep track of key metrics.
Getting Started
Open the base and click Automations in the upper-right corner to go to the automation configuration page.
To send multiple rows of records in an automated message, add a preset workflow by clicking Recommended and selecting Auto send multiple records, then configure it as required.
The setup involves three parts: selecting a trigger, configuring the Find records action, and configuring the Send a Lark message action.
Step 1: Configure the Find Records Action
You need to add Find records as an action to find the records you want, which will be used as a reference in the next step.
- Under Filter records, add conditions as needed (for example, Status is not Completed and Priority is P0).
- Under Select fields, pick the fields you want to include in the message card.
- Under When no records found, select Stop workflow so the automation does not send an empty message.
Tip: Setting Stop workflow when no records are found prevents your team from receiving blank or pointless messages on quiet days — a small touch that keeps your notifications meaningful.
Step 2: Configure the Send a Lark Message Action
You can choose multiple members or groups as recipients, and customise the title and content of the message card.
When composing the content, click the Reference value icon to reference the records found in the previous step, and select All records found. Click Select to reference the records, or click Next to change the order of the display fields.
If you clicked Next, select the fields in the order you want them to appear on the message card. A preview of how the fields will appear is shown on the right. You can also hover over the line in the message to preview the order.
Use Case Example: Following Up on User Feedback
Take the gathering and following-up of user feedback as an example. You can set up a workflow to automatically send messages to a group every working day. The message can include user feedback still being followed up, the person in charge of each task, the progress, and more. Group members simply click the button at the bottom of the message to jump to the base for more details.
Here is how the steps come together:
- Step 1: Set the trigger condition to At scheduled time, then set the time and configure the frequency as needed.
- Step 2: In Find records, filter for Status is not Completed and Priority is P0. Select the fields you need to find.
- Step 3: In Send a Lark message, select the group to send the message to, and customise the message card title and content.
Enter the message content and use Markdown for formatting. Click the Reference value icon > Records found in step 2 > All records found, and configure the buttons of the message card to redirect users to the base.
Note: Multiple images can be included in the message card. When you select the person field, the message card will show @[Name].
Tips for Better Automated Messages
- Keep fields focused: Only select the fields your team actually needs. A clean message card is far easier to scan than a cluttered one.
- Use a clear title: A descriptive title like “Daily P0 Follow-Ups” instantly tells recipients what the message is about.
- Add an action button: A button linking back to the base lets recipients dig into the details with one click.
- Schedule thoughtfully: Send summaries at a time when your team will actually act on them, such as the start of the working day.
Frequently Asked Questions (FAQ)
How do I send multiple Base records in one Lark message?
Open your base, go to Automations, and add the Auto send multiple records recommended workflow. Configure the Find records action to filter the rows you want, then configure the Send a Lark message action and reference All records found to include them in a single message card.
Why do I need the Find records action first?
Find records locates and selects the specific rows and fields you want to send. Those records are then used as a reference in the Send a Lark message action, so you must set it up first.
Can I stop the automation from sending when there is no data?
Yes. Under When no records found in the Find records action, select Stop workflow. This prevents empty messages from being sent.
Can the message card include images and people?
Yes. Multiple images can be included in the message card, and when you select a person field, the card displays the person as @[Name].
Can recipients open the base from the message?
Yes. You can add a button to the message card that redirects recipients to the base, so they can review the full details in one click.
Automate Your Team Updates
Sending multiple records in a single automated message saves time, reduces manual effort, and keeps your team informed without anyone having to compile reports by hand. For SMEs and startups, it is a simple way to turn the data already in your Base into timely, actionable updates — delivered automatically, every day or week.
Ready to Power Your Business with Lark?
Lark Base and its automation tools are just one part of an all-in-one platform that brings messaging, meetings, documents, approvals, and automations together for your entire team.
As the Platinum Partner for Lark in Malaysia, Exabytes offers tailored Lark plans, hands-on onboarding, and dedicated local support to help your team automate their workflows and work smarter.
