Email Automation Not Working

RiseUpPNW

I have set up an automation to send a message one day prior to an event.

The date is pulled from the Summary Field into a DATE OF EVENT Helper column which is the column I am using to run the automation. But it will not run! Please help!

Paul Newcome

Have you set it up to send to other users already and that has failed too, or are you just testing it with yourself?

RiseUpPNW

It is supposed to send to anyone in the CONTACT column. I have put myself (personal account) in the contact column and it does not send. It DOES send when I trigger it to, but it does not send as is, which is meant to send a reminder the day before the event.

Paul Newcome

Try setting it up to run daily with a condition of the date being in the next 1 day.

RiseUpPNW

Ok, I have narrowed down the problem. Both the way I have it set up, PLUS your suggestion BOTH work, if I TYPE the date into the date column. The automation runs.

The problem must be occurring because the date column pulls from the Summary Sheet. I would rather not have to type a date in twice (both in the summary AND on the sheet itself) so I'm wondering if this is just a flaw in the capability of the automations or if if the date column has to entered directly.

Paul Newcome

How exactly is the summary field being populated? Have you made sure that both the summary field and the DOE column are definitely set as date types in the properties?

RiseUpPNW

That was it! I had no idea I could make a summary field be a date field! It was just text with the date typed it (the column WAS a date field). I've tested it and that appears to have fixed it! Thank you so much. Such a simple little thing.

Paul Newcome

Happy to help. 👍️