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How to create an automation that would automatically send an email about expiration?

Topic Labels: Automations
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jsaduakassov
4 - Data Explorer
4 - Data Explorer

Hello Everyone, 

 

Basically I have got a table with documents sign date and expiry date, and created a formula when it shows that the document is "Active" or "Expired" if the date is in the past. 

The question is how to create an automation so whenever formula changes to expired it will send an email telling a person that the document is now expired. 

 

Hope that makes sense. 

 

Thanks

2 Replies 2
Coups
5 - Automation Enthusiast
5 - Automation Enthusiast

I would use the 'When Record matches conditions' Trigger, and choose your formula field, stating when the record matches 'Expired' to send the email.   

Hmm, what issues did you face attempting to use the "When record matches conditions" trigger?  It seems like if you set it to look for records where the formula field is "Expired", it would trigger as expected, and you could add an email action to it afterwards?

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