Sweep to update fields in a criteria?

I am looking to set up a daily automation that checks if we have any fields that meet a specific criteria and update another field to fix out of sync data.

My specific usecase is that, on a daily basis, I want to have an automation check to see if we have any project statuses in 'complete' or 'cancelled' and the phase is not 'closure.' I then want to have the sweep update the phase field to 'closure' daily so that all projects in complete or cancelled are also in closure.

I have an automation for when the field changes, so this is really just more of an audit for old data. I can manually do the updates, however we have a lot of fields and I would like to use automation to fix the issue.

Thanks in advance for your help!

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Paul Newcome

You would set the trigger to be daily. Select the option for the trigger to be date based, then select "custom".

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