Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Yearly reminders based on dates from table

Topic Labels: Automations
1013 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Michael1
6 - Interface Innovator
6 - Interface Innovator

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] [#]”