Hi Tim, Airtable’s automations should definitely be able to take this manual task off your hands :slightly_smiling_face: I would create an automation that is triggered by either the “linked record column” or “a roll-up field” being updated: And se...

Hi Darrell, When you say “current date”, I’m assuming you mean today? If so, you should have the option to be able to get the automation to filter based on this: If you do not have these filtering options let me know, my guess would be that your “st...

Hi Jeet, I would just use the same table that has your employees data and just create a new view with a filter that have the following conditions: Birthday is within the next 7 days Or, Anniversary is within the next 7 days. I’m guessing your Employ...

Hi Kyle, As @kuovonne mentioned, this can definitely be achieved with Airtable’s Automation feature. I would recommend to also link this new Appointment records with your Outreach table, so you can enrich your Appointments with all the information yo...