How to Set up a Calendar Reminder

#1

I use Airtable in a very basic way. The only integration I have is via Zapier and emails. No formulas at this time. Is there a way to incorporate a calendar that will send a reminder. In my real estate business I will have certain dates that require attention in keeping the transaction on track. I’d like those dates to ding, ring, clang as reminders across email, on airtable, etc. This seems so elementary so surely I’m missing something?

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Using formula field in time tracker
#2

I’d suggest to create a View to Filter those records, and automate a reminder with Zapier or Integromat.

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#3

How do I create a “View to Filter”?

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#4

Hi Stacie, You can create a different view that filters out fields you don’t want to see. But I don’t think this is necessary for simple reminders. You will need a date field though for Zapier to look at. You could also create a formula field that says: “If the difference between today and the due date is within 30 days, then set the field to ‘Needs Review!’” Then a Zapier integration could watch records with the “Need Review!” tag and send you an email notification whenever it finds one.

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#5
IF(DATETIMEDIFF(TODAY(), {Your Date Field}, 'days') <= 30, "Needs Review!", "Looks Good")
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#6

Is it just me or is this a fairly complicated process? Why doesn’t Airtable just have a built in reminder/calendar?

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#7

So you make the filter on Zapier? I think it’s cleaner with a View because you does not need the extra field (unless you have too few fields and too much views).

You have Calendar type for Views, but it has no reminders:

You can suscribe to the iCal link that the View offers, and then configure Reminders in your calendar app:

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#8

Hey Stacie!

I specialize in workflow automation in real estate and can definitely help out with what you’re asking about here. Do you have 15 minutes to hop on a call so we can screen-share and I can walk you through this?

Feel free to shoot me an email at jesse@digitalfusion.io and we can set something up. :slight_smile:

Cheers!
Jesse

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