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Mar 02, 2022 07:28 AM
Hi,
I need to set (yearly) reminders based on dates from a particular field.
So, let’s say - I have “Hire Date” field that’s different for each employee, and I want to be email reminded each year on that particular date (let’s say hire date is 03/03/2021, so I want to be reminded tomorrow on 03/03/2022) to (e.g.) renew the contract.
Also, is possible to be reminded X days before that particular date?
Thank you
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Mar 02, 2022 09:56 AM
If your table has a {Renewal Date}
field, you could either:
- Make a field for
{Reminder Date}
that subtracts x number of days from the{Renewal Date}
and set your automation to trigger “When record matches conditions: {Reminder Date} [is] [today]” - Set your Automation to trigger “When record matches conditions: {Renewal Date} [is] [number of days from now] [#]”
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