Automated email to assigned people on a spreadsheet for updates

Connie Cochran

I have a sheet that has multiple lines assigned to different people. I'd like to send an automated email 14 days prior to an event day to update all the lines that are assigned to them. I dont want to use the Request an update workflow because it does it like a form and I really need it to be in a spreadsheet. Is it possible??

Paul Newcome

The alert will only send them rows that they are listed as assigned to. The entire sheet will not be shown in the email.

Paul Newcome

You can set up an alert automation. The trigger would be daily and a condition would be where the date field is in 14 days.

Michael Culley

If you have a contacts column then you can use that in your automation.

What I would do is have a hidden column with a formula to subtract 14 days from the event day.

Then I would create automation from scratch, trigger is "When a date is reached".

Instead of typing a date, select "Date Field" and reference the new date column with the 14 days subtracted.

Then select "alert someone" and from the dropdown menu select "send to contact in a cell" and choose the contacts column.

Let me know if this is helpful or not.

Connie Cochran

Is there a way that the recipient would only see the tasks assigned to them?

Paul Newcome

The alert will only send them rows that they are listed as assigned to. The entire sheet will not be shown in the email.

Connie Cochran

Thank You!

Paul Newcome

Happy to help. 👍️