Automated Email Reply After x Amount Of Days
I am looking for a way to set up a workflow so that once a box is checked, an automated email will get sent out to a person a few days later.
Answers
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The first step is setting up a Record A Date automation to populate the date in a date type column when the box is checked. Then you would use another date type column with a formula to output the desired automation send date based on the Record a Date column. Finally you would set up your email send automation to run on this second date column.
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@Paul Newcome how would I write the formula if I need to run the automation when column A is either "a, b, or c"?
Right now I have something like this =IF(About@row = "A", [Auto Date]@row + 30). This works for that choice, but I need it to work if the "about" column is also B or C.
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You would use an IF/OR.
=IF(OR(About@row = "A", About@orw = "B", About@row = "C"), ...............)
