Creating an automation to send out emails every first Monday of the month?

Hi Callie, to do this I would create two automations:

1. The first automation will run once a month, on the first day of the month, and it will create a new record with that day’s date (e.g. 1 May 2022)
2. The second automation will trigger off of a record matching a condition, in this case, detecting whether it’s the third Monday of the month

To get the third Monday of the month, we would modify the formula provided by @Kamille_Parks in this thread, and the following is what I came up with (mistakes my own):

DATEADD(
  Date,
  SWITCH(
      WEEKDAY(Date), 
      0, 15, 
      1, 14, 
      2, 20, 
      3, 19, 
      4, 18, 
      5, 17, 
      6, 16
   ), 
   "days"
)

I’ve created a base with the automations and formula set up here. To view the setup (formulas, automations etc), duplicate the base by clicking the title of the base at the top of the screen, then the three horizontal dots on the right, and then the “Duplicate Base” button.

Hi Callie, to do this I would create two automations:

1. The first automation will run once a month, on the first day of the month, and it will create a new record with that day’s date (e.g. 1 May 2022)
2. The second automation will trigger off of a record matching a condition, in this case, detecting whether it’s the third Monday of the month

To get the third Monday of the month, we would modify the formula provided by @Kamille_Parks in this thread, and the following is what I came up with (mistakes my own):

DATEADD(
  Date,
  SWITCH(
      WEEKDAY(Date), 
      0, 15, 
      1, 14, 
      2, 20, 
      3, 19, 
      4, 18, 
      5, 17, 
      6, 16
   ), 
   "days"
)

I’ve created a base with the automations and formula set up here. To view the setup (formulas, automations etc), duplicate the base by clicking the title of the base at the top of the screen, then the three horizontal dots on the right, and then the “Duplicate Base” button.