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automation - create report for every client every 3 monthes

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eranggg
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi,

I am trying to create an automation that will create a quarterly report for me every 3 months.

How can I make a report be created every 3 months for each client?

I'm using docsautomator so I tried this: https://imghostr.com/938e92_l5x

 

but it didnt work

 

 

4 Replies 4
Louie
5 - Automation Enthusiast
5 - Automation Enthusiast

There's a few ways to do properly trigger it, but here's one of the simplest using "When record matches conditions" as your trigger:

1. Add a Last Report Date Field:
- Create a date field in your table to track the last report date for each client.

2. Create a Formula Field:
- Add a formula field to calculate if three months have passed since the last report date.

Example formula:
IF(DATETIME_DIFF(TODAY(), {Last Report Date}, 'months') >= 3, 'Due', 'Not Due')

3. Set Up Automation:
Trigger: Choose "when a record matches conditions."
- Condition: Formula field equals "Due."

Actions:
Create Report: Add actions to generate and send the report (looks like you got this step covered with your script?).

4. Reset Last Report Date:
Add another Action:
'Update record' to update the {Last Report Date} field to the current date:

- Select the same table where your clients' data is stored.
- Choose the record ID from the trigger step.
- Set the “Last Report Date” field to the current date using the TODAY() function.

Hope this helps!

eranggg
5 - Automation Enthusiast
5 - Automation Enthusiast

I can do it with a loop automation right?

for example, every 3 monthes is the trigger, find records and use a loop but when i did it, it didnt work.

That looks fine, hard to confirm without seeing the rest of your base set up or the automation setup though

What error did you face with your automation? 

The automation ran successfully; however, the problem is that the report wasn't generated. The script I provided to the automation is working, as I have another automation that generates the report when the status changes to a certain status.

So, I guess it's something related to the automation configuration.