Can I use a condition to remove a user from receiving weekly notifications on an automation?

I have a weekly automation set to send to everyone in my 'owner' column. As each owner completes their assignment, they no longer want the weekly reminder to do their work. How can I remove them and keep the rest?

Best Answer

  • ChristianFinke
    ChristianFinke ✭✭✭✭✭
    Answer ✓

    Hi @Paulette

    To stop completed assignments from receiving weekly notifications, add a "Status" column (e.g., "Not Started," "In Progress," "Completed") if you don’t have one already. Then, update your automation to include a condition that only sends notifications if the "Status" is not "Completed." This way, owners with completed assignments will no longer get reminders while others still will. Let me know if you need help setting this up!

    CHRISTIAN FINKE

    cfinke@digitalradius.com

    Schedule a Meeting

Answers

  • ChristianFinke
    ChristianFinke ✭✭✭✭✭
    Answer ✓

    Hi @Paulette

    To stop completed assignments from receiving weekly notifications, add a "Status" column (e.g., "Not Started," "In Progress," "Completed") if you don’t have one already. Then, update your automation to include a condition that only sends notifications if the "Status" is not "Completed." This way, owners with completed assignments will no longer get reminders while others still will. Let me know if you need help setting this up!

    CHRISTIAN FINKE

    cfinke@digitalradius.com

    Schedule a Meeting

  • @ChristianFinke THANK YOU!! For the quick reply and instruction - I wasn't even thinking about my status column (eyeroll!!)