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Jan 13, 2023 09:15 PM
Hi All
I am looking to create an email automation where an email is sent out 30 minutes before the schedule meeting time. I have created a Date field that displays the date and time and named it Meeting Time. I'd like the email to be sent out 30 minutes before the Meeting Time.
So far I have set up the automation to trigger when the record is updated and set the conditions as if Meeting time is Today but I don't know how to set a condition for the time.
Is this possible?
Jan 13, 2023 11:48 PM
Yes,
You can start Automation with "When record enters a view"
Than create an extra column with formula checking if it is yet the time when to send email?
If 1 then yes, if 0 then no,
Based on the above you can create view that filter out only "1"s . When a new row enters - this will trigger automation.
Note that from empirical testing it is not accurate exactly to a minute, so it might 1-3 min later.
If you really need 100% on time alert -> pushing dates to Google Calendar might be most visible solution.
Let me know if that helps?