Automation to send an email on a due date

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

Hello - i need help creating an automation to send an email on a due date for a reminder. Is there a consultant or someone who can help me with this :slightly_smiling_face:

1 Reply 1

Welcome to the community, @Sunglasses_Direct! :grinning_face_with_big_eyes: I’m guessing that the due date you’re speaking of is somewhere in your table, correct? If so, you can use the “When record meets conditions” trigger, so that the automation triggers within a certain period of time in relation to that date. The action step would then be to send an email.