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Yearly reminders based on dates from table

Topic Labels: Automations
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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

1 Reply 1

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] [#]”