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recurring tasks automation

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eranggg
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi,

I have two tables, one of tasks and one of tenants.

In the table of the tenants I have a column of the end date of the tenant's contract.

I want to automate that at the beginning of each month (on the 1st of each month) I will create a RECORD in the table of tasks with the task of renewing the tenant's contract only if the date of the end of the tenant's contract is a month later.

For example, if today's date is October 1st, I want to create tasks for each tenant whose contract ends in November.

Is it possible?

1 Reply 1
Dan_Montoya
Community Manager
Community Manager

Yes it is possible and relatively easy.  With knowing what fields you have in your base, I will use generic field names.

Assuming you have a field called contract end date of type date.

I would create a formula field that determines the number of days left till the end of the contract.

IF(DATETIME_DIFF({Contract End Date}, TODAY(), 'days')<30, 'Needs Renewing', 'Good')

Then create an automation that runs 1x per day that find the records that need renewing. In that automation create the tasks you want to automate.  

You could also simplify this by using a task template, but I haven't addressed that here.

I've created a sample base that you can use to base your automations off of