Help with Airtable Automation: Reminder Email After 72 Hours

Here is a simple approach:

1. Add a Date/Time field in your table
2. Add an automation that sets the above Date/Time to current time whenever the status changes to ‘SENT’
3. Add a new view in your table named something like “Reminder Ready”. This view should have a filter showing only the records whose status is ‘SENT’ and Date/Time is before 3 days ago.
4. Add another automation that gets triggered when any record enters the “Reminder Ready” view and add action as sending that reminder email to yourself.

The above is one way to do it. Depending on what you want to do after one reminder has been sent, the above logic will need some more enhancements.

Hmm, this seems pretty simple to roll into one automation…

Assuming your using the same field to indicate “Sent” and “Signed”, I would add a Last Modified Time field pointed to the status field (so it time stamps whenever that field is modified).

Then I’d add a reminder automation triggered by When Record Matches Condition: Status=Sent and Last Modified Time is 3 days ago. Combining those two conditions mean that if it's been switched to “Signed”, nothing is run

​@DisraeliGears01 one automation will certainly work as long as the single select has only ‘SENT’ and ‘SIGNED’ and the values are selected in that particular order only. If he ends up adding more statuses or accidently updates the status from let’s say ‘SENT’ to blank after a day, then reminder will get delayed by 1 day. So I think specifically tracking the time when status got changed to ‘SENT’ is a more robust way to do it :)

Hi Pasquale, you should be able to make a “Last Modified” field that only looks at your Status field. Set your automation trigger to “When record matches conditions” and your Last Modified fields is 3 days ago and Status is “SENT”. From there, you can either set up an email to go to your inbox, or you could update the status of the record to “NEEDS REMINDER” or something similar. 

​@DisraeliGears01 Thank you for your reply.
I tried what you said, but when I set the automation, AirTable asks me to chose a record for the “test step”, and unless I have a “SENT” status that was set 3 days ago, I can’t set it up.

However, luckily, I have a “SENT” status set 2 days ago, therefore I was able to set the automation and test it.

now, in order to set the 3 days reminder I would create a new event and then in 3 days at the exact scheduled time, I should create the automation right? Or there is another way?  

thanks in advance to all of oyu

Hm, for scheduled automations like these I usually just set up a checkbox field or something and use that as the triggering condition so I can feed the data into the automation

After everything’s tested and looks good I’ll update the trigger to be the scheduled thing and delete the checkbox field I created.  I then create a testing record for it and check to see whether it triggered properly