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Email or text reminders as deadlines approach

S

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
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    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:

    JB

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    Justin_Barrett
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      ivan_paudice
    • Justin_Barrett
      Justin_Barrett
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    • Ann_Myers
    • New Participant
    • July 6, 2019
    JonathanBowen wrote:

    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:

    JB


    Thanks Jonathan. I’m excited to explore!

    Reply


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