Hello,

We run a marketing agency, and are on-boarding several clients every week. The issue we encounter is to keep track of the post on-boarding phase.

Is there a way to have Airtable automatically create a task say 30 days after a certain trigger event?

For example, when a customer moves from on-boarding phase to “complete” phase, schedule a follow call in 30 days. Essentially, it’s tdate when moved to deal stage] + 30 = task date.

Any ideas?

Thanks!