Automation

Kirstine

I have a sheet which has all of the training details of people who work for us. Previously I have set an action every week to email people whose certificates have expired to remind them to send me their new certificates. I want to use the new automation function to do this for me, however I can't see how to trigger it...?! Currently it is triggered by date, but the weekly option is disabled if I try to select that on a new rule. Can anyone help...?

Andrée Starå

Hi Kirstine,

If I understand you correctly, you'd start the Workflow with another Trigger and then select Run Workflow: Weekly.

Please see attached screenshot.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Kirstine

Hi Andrée, 

Thanks for this. Do you mean that I just use a trigger and then force it to 'activate' (by changing a cell for example), at which point it will just start running once a week from then on? 

Kirstine

Hi Andrée, 

I've trialed this using the hourly option to my email address but it just sends it once...?

Kirstine

I've figured this out myself now!!

Make the Trigger *When a date is reached* then use the *Run once* dropdown to chose *Custom*.

This takes you into a Custom Recurrence menu, where you can set the details of the reminder! 

Paul Newcome

I was going to suggest this, but I see you already figured it out. Excellent!

Andrée Starå

I misinterpreted your question!

Glad you found the solution.

Best,

Andrée

Kirstine

I can understand that... I'm a very confusing person! Sorry to baffle you!

Kirstine

Thanks anyway Paul... great minds think alike! 

Andrée Starå

Haha! 

I meant that it was me that got it mixed up with the new Automated Workflows.

The important thing is that you got it working! 

Best,

Andrée