Automated Workflow Question

kathyb

Is there a way to set an automation so that all data from one month flows (based on the DATE column) flows to another sheet (archive) when a new month begins? Everything I find is either asking for a specific date OR talks about a weekly trigger which will not work.

Paul Newcome

If you set your trigger to run on a date and then select "Custom" in place of "Run Once", you can set up a monthly automation.

Paul Newcome

If you set your trigger to run on a date and then select "Custom" in place of "Run Once", you can set up a monthly automation.

kathyb

Perfect! Thank you so much!

Paul Newcome

Happy to help. 👍️