Send email on scheduled time but

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6 - Interface Innovator
6 - Interface Innovator

Hi, I have a roll up field, let’s call it “income”
What I want is to create an automation with these conditions:

  1. Every two days (scheduled time)
  2. If “income”>10,000€

I can make an automation “live”, that is: to send an email as soon as “income” exceeds the 10,000€ with the name of the record and all the info I want,
but what I want is to check the situation on that time interval.
When I chose as a trigger: “scheduled time” then in the configuration I have 3 options for fields: “Actual Trigger Time”, “Expected…” and “Next…” And that’s it.
What’ am I missing or doing wrong?

1 Reply 1
5 - Automation Enthusiast
5 - Automation Enthusiast

You didn’t declare to your automation where to search the data.
From the beginnging of your automation, the only data available is the properties of your schedule.

One solution could be:
1 - Trigger : At a scheduled time
2 - Action : Find records (define the table and the view where to find the data)
3 - Conditionnal action :
3.1 - Condition: If “Income” (field available since the “Find records” action has run) > 1000
3.2 - Action: Send mail

Another could be:
1 - Trigger : At a scheduled time
2.1 - Action : Find records (define the table and declare your income condition)
2.2 - Action: Send mail