Trigger a monthly approval automation?

jmhoward

Hi there,

A team keep track of hours worked per project on a sheet that looks like this.

I'd like to trigger a workflow that sends the project manager an approval request on the first date of each month to approve the work completed the month prior. However, I do not want the project manager to get separate emails for each line. As it's set up right now, the project manager receives 6 separate emails for October's work.

I feel like I should be setting a condition to prevent this, but this is where I am stuck.

Any ideas?

Thank you!

KPH

Does the project manager need to receive this as an approval request (as far as I know, those are one per row), or could they receive an email with a link to the sheet and visit the sheet to update? If that is an acceptable work around, this automation sends one message with a table in it that contains the details about the sheet and a link to go in and edit it.

jmhoward

Thanks @KPH. Unfortunately, I need to use the Approval workflow for compliance purposes.