Automation Help - Upcoming Unscheduled Social Post

monica16145
monica16145 ✭✭✭✭

I have a social media calendar that outlines upcoming posts. I need an automated reminder to be sent to me only for any posts with a start date in the next 10 days that is not checked "Submitted in Workfront". This is intended to catch any upcoming posts that haven't been "Submitted" or given to our digital team for posting. The "Requester" column is where I can select my name as the contact associated with the post. Appreciate anyone's help!

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Answers

  • SSFeatures
    SSFeatures ✭✭✭✭✭✭

    Hi @monica16145, I would recommend creating an automation workflow like this:

    image.png

    This automation runs once every day. It filters to only include rows where the Start Date is within the next 10 days, and where the checkbox is not checked.

    You can specify it to explicitly only alert you.

    I hope this helps!

    Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)

    SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: β€” Auto Sorting β€” Sorting with Filters β€” Report PDF Generation β€” Copy and Paste Conditional Formats β€” Copy and Paste Automation Workflows β€” Column Manager β€” and so many more.

  • monica16145
    monica16145 ✭✭✭✭

    Aha! I think I screwed up not having it run every day. Thank you!! Have a nice weekend :)