Email or text reminders as deadlines approach

[Sharyn_Bergman]

Being very new to Airtable, I was wondering if there is a way to set up email or text alerts as deadlines are approaching. Thanks

[JonathanBowen]

Hi @Sharyn_Bergman - you can do with a combination of Airtable and Zapier.

In your base have a “Due Soon” field with a formula like this:

IF(DATETIME_DIFF({Due Date}, TODAY(), 'days') < 5, 'Due soon!')

i.e. if the difference between the due date and today is less than 5, show “Due soon!”:

On the same table, create a view which shows just the due soon records (using a filter):

Then, in Zapier, create send an email when a record is added to this view, i.e. when its due date is less than 5 days away.

Appreciate you are new to AT, so this might seem a bit involved at first glance (and uses another tool, Zapier), but have a look at this article in the help docs to guide you:

Airtable - Support

Using Zapier to send email notifications

Zapier is a third-party service that connects Airtable to many other apps and services. This article is specifically designed to teach you how to create a Zap which will automatically send you an e...

JB

[Ann_Myers]

Thanks Jonathan. I’m excited to explore!