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Oct 24, 2020 07:29 AM
Hi! I am trying to create a base for upcoming, recurring bills. Currently I have a base that I have to manually adjust the due date for each bill every month. This also creates a problem where there is no record of the previous bills paid.
I’m trying to set up an automation within airtable and possibly zapier that essentially auto creates a new bill record two weeks prior to the bill’s due date, and the due date cell is auto created for the future bill (which will be the same day every month).
Can anyone help?
Oct 24, 2020 08:26 AM
Add a formula field that’s DATEADD({Due Date}, 1, 'month')
.
Then add an automation with the trigger “When Due Date is 14 days before now”
Add a create record action step in the same table, set the {Due Date}
field to be the value of the trigger record’s formula field.