Alert Someone Automation

AlexGee Atlantic

Hi all,

I am attempting to set up an automated workflow for account collections. A single sheet will include cash collections for multiple clients. I have RYG triggers set up to run alerts on the 5th day once and then recurring daily on the 10th, no problem. My issue lies with the contacts. I have separate contacts listed in different rows for alerts, but the alerts send to every contact in the sheet. Is there a way I can limit this to only alert contacts in applicable rows?

In the below, I would only want Alex to be notified as that row is yellow. Luke does not need to get an alert as his trigger is green.

Beth Fantozzi 1

Yes, you can certainly do that. When you are setting up your workflow do the following:

• Select "Alert Someone" as the action
• Click on the down arrow next to "Send to Specific People"
• Then "Send to Contacts in a Cell"
• Select which cell (your options will pop-up based on the contact column types you have in your sheet

I hope this helps!