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Re: Automation for weekly tasks

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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
glori923
4 - Data Explorer
4 - Data Explorer

Hello, @caseycoleman 

 

Step-by-Step Instructions:
Step 1: Sign Up or Log In to Zapier
Go to Zapier and log in (or sign up for a free account if you don’t already have one).
Once logged in, click "Create Zap" in the dashboard.
Step 2: Trigger Setup – Schedule the Automation
In the Trigger section, search for and select Schedule by Zapier.
Set the schedule:
Event: Choose "Every Week".
Day of the Week: Select "Monday".
Time: Choose 7:00 AM.
Click Continue.
Step 3: Action Setup – Modify the Checkbox Field
Add an Action step by clicking the "+" below the trigger.
Search for the app where your checkbox field is stored (e.g., Airtable, Google Sheets, Notion, etc.).
Select the relevant action to update the checkbox field. For example:
If using Airtable, choose "Update Record(s)".
If using Google Sheets, choose "Update Row".
If using Notion, choose "Update Database Item".
Step 4: Customize the Action
Choose or connect your account to the app where your checkbox data is stored.
Map the fields:
Select the table or database where your records are located.
Specify the checkbox field (e.g., "Completed This Week").
Set the value of the checkbox field to unchecked (this might be represented as false, 0, or leave it blank, depending on the app).
Ensure you filter or specify only the records where the checkbox is checked (e.g., "Completed This Week = true").
Step 5: Test the Automation
Test the setup by running it once in Zapier.
Verify that the checkboxes in your app reset to unchecked for the appropriate records.

 

Best Regards