recurring annual reminder - contract renewal

Dhoke

I am trying to setup an automatic workflow to send me an annual reminder based on a date column that has a contract renewal date in it. When I do a custom automation I can allow it to recognize the date field on my sheet. seems like a simple task but I can't figure it out.

Eric Law

@Dhoke you can use that automation for the column you want to run it in. Just build a formula for the date in that column. For instance, if you have an Initial Date column and a Run Date column being the execution. You can put the following formula in the Run Date

=DATE(YEAR(TODAY()), MONTH([Initial Date]@row), DAY([Initial Date]@row))

Tim C

Something like this? Set an automation reminder for a specific date 1 year out

Dhoke

I need to it remind me each year at the same time so that wouldnt work.

Eric Law

@Dhoke you can use that automation for the column you want to run it in. Just build a formula for the date in that column. For instance, if you have an Initial Date column and a Run Date column being the execution. You can put the following formula in the Run Date

=DATE(YEAR(TODAY()), MONTH([Initial Date]@row), DAY([Initial Date]@row))

Dhoke

Thanks. I think it worked I just had to change the names.