Conditional Format Dates Based on Another Date?

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I'm trying to set up a biding tracking sheet to automatically populate follow up dates and send an reminder to the sales rep assigned. I want to set the date that a proposal was submitted, and then have the follow up date automatically populate. And then when the follow up date is reached I want an alert sent to the sales rep. Is that possible?

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  • mcullen
    mcullen ✭✭✭✭
    edited 06/21/24 Answer ✓
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    Hello Vicki,

    I was able to achieve this by creating a helper date column called "Follow up Date" with the formula =Created@row + 1

    The formula takes the Created date and adds 1 day. Then I setup an automation to alert the "Assigned To" once the "Follow up Date" is reached.

    Hope this helps!

    Michelle Cullen

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