Hi, to test your automation you have to create a new record that meet the condition.. so, if today is November 21, you need to create a record that has due date equal to October 21. In this way you will find this record in the "Search" of the automation and you can test it
Hi, to test your automation you have to create a new record that meet the condition.. so, if today is November 21, you need to create a record that has due date equal to October 21. In this way you will find this record in the "Search" of the automation and you can test it
Appreciate it! This helped. Now I have an issue with this. Please advise. I tried it with email and now with adding a user. I am getting an error with the "To" input as empty.

Hi, what plan do you have? Because if you have the free version, you can only send emails to collaborators of the base that are stored in a column. If the people are always the same people, you can type the email in the "To" without storing it in a column.