how to alert contacts in the row when the Planned date is about to reach?

What process should we use to automatically alert the contacts in that row about the status 3 days before the PP planned date?


Answers

  • KPH
    KPH ✭✭✭✭✭✭

    Assuming pp planned date is a date column and assigned is a contact list, you can set up an automation.

    Set up a date trigger

    And set the action as an alert to be sent to the person in the cell


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