Weekly Reminders When a Date Has Been Reached

AStephens2004

I am working on a tracking sheet for my PM's to schedule a meeting with a customer. The sheet has a column with an "Action Date". This is when I need the PM's to start making calls to set up a meeting with their customer. I also have a column that is called "Scheduled?" with a drop down of "YES" or "IN PROCESS"

I would like to have weekly reminder emails go out to the PM once the "Action Date" cell has been reached and if the "Scheduled?" cell is blank or "IN PROCESS"

I have tried many different automations, but cannot find one that works how I need it to. Any suggestions?

Paul Newcome

I would go with an alert automation. Set the trigger to be date based and change "Run Once" to "Custom". From there you can set it to run weekly on a specified day.

Your conditions would be where the [Action Date] is in the past and [Scheduled?] is not "Yes".

Paul Newcome

I would go with an alert automation. Set the trigger to be date based and change "Run Once" to "Custom". From there you can set it to run weekly on a specified day.

Your conditions would be where the [Action Date] is in the past and [Scheduled?] is not "Yes".

AStephens2004

Thanks, that was super helpful!

Paul Newcome

Happy to help. 👍️