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Automation for weekly tasks

Topic Labels: Automations
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caseycoleman
4 - Data Explorer
4 - Data Explorer

I would like to set up an automation so that every Monday at 7am, any checks under my "completed this week" checkbox field will reset and be unchecked again. How can I do this? I have tried a few things and continue to get input errors. Step-by-step instructions (As I am a beginner!) would be very helpful. Thank you SO much! 

 

 

1 Reply 1
matthew_b
7 - App Architect
7 - App Architect

Hi Casey!

I think you could set up an automation like this:

CleanShot 2025-01-09 at 18.41.35@2x.png

 

Breaking that down:

 

1) First set Trigger to every Monday at 7am

CleanShot 2025-01-09 at 18.42.29@2x.png

2) Then create an action to find all records where the completed checkbox is unchecked

CleanShot 2025-01-09 at 18.42.41@2x.png

3) Finally, set the next action to repeat for each item in a List and have it update the remove the checkbox 

CleanShot 2025-01-09 at 18.44.25@2x.png