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Setting up Automations

  • January 5, 2023
  • 1 reply
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M
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Hi everyone,

Thank you so much for looking into this and helping me out on this.

We need to set up an automation that triggers alerts based on a particular due date and a single select, I have created this quick Loom video showcasing the base we have set up and I tried to clarify the automation as well.

Here is the video: https://www.loom.com/share/8015ae2596a64b7aa04c0343d55309cf

I would really appreciate any help in this regard. Thank you so very much and I will be looking forward to further responses.

Cheers!

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    L
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    • Louie
    • New Participant
    • 3 replies
    • January 7, 2023

    Hey Muhammad, 

    Check out my Loom recording below to see if this is a viable solution for you. The goal was to keep this to one automation instead of needing to create an automation for each payment date. 

    https://www.loom.com/share/4c9e9b6226f04a66969ac073db07406f

    I hope this helps!

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