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How do I make a trigger I created repeat daily?

R

Hello AT community,

I create a trigger to email relevant parties when a record’s date is overdue but can’t seem to find how I can make the trigger repeat daily - that is, as long as the overdue date is unchanged and remains before today, I’d like to continue receiving email notifications on a daily basis.

Your help would be greatly appreciated.

Big thanks,
Roy

2 replies

Kamille_Parks11
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  1. Add a formula field that just gives today’s date: TODAY()
  2. Add a date field named {Date Last Email Sent} (or whatever)
  3. Adjust the condition of your Automation to also check for {Date Last Email Sent} is not “today”
  4. Add an Update Record action step to copy the value of the formula field into the {Date Last Email Sent} field.
K
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  • klugug
  • New Participant
  • 1 reply
  • January 9, 2023

how were you able to create a Trigger to email relevant parties when a record’s date is overdue?

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