you can set up an automation and my recommendation is the following process:
- Create a formula for condition that will check the product and the month like this:
- set up an automation with a trigger “When a record matches the condition”. In the condition set “when the formula result is equal to 1” so when the formula in step 1 returns 1 the trigger will be fired
- Create a new link to field where you will set the connection with the new records from the automation and the products you want to connect
- Set you actions"
Based on you description you want to create 3 new records so the first 3 actions in the automation will be “create a record”. Then you have add 3 further action “update a record” that will update every new record this automation created. The update will be on the link to filed from step 3 where you will import the name of the product you want to add.
Please check it and let us know if this works for you.