Automation Alert on Milestones

AmyK609

Hi -

Is there a way to automate/send an email to certain people when a milestone is completed on a sheet?

Basically, I am trying to send an email to clients when we have reached milestones on a sheet that I will be sharing with them. I couldn't find a way to do this.

Thanks,

Amy

Andrée Starå

Hi @AmyK609

I hope you're well and safe!

You can add a condition that checks the Duration; if it's 0, it triggers.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

AmyK609

Yes! I never thought of that, this helps greatly. Already have it set up, thank you!

Andrée Starå

@AmyK609

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!