Monthly automation

Val Whiting

HI,

I am new to this. I am trying to set up a reminder to send out an email every month to a staff member to perform a particular task.

The trigger is the date, correct? But what is the condition?

Thanks

Val

Andrée Starå

Hi Val,

You don’t need a condition if you don’t want it. You only need to change the recurrence. (See screenshot below)

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Excellent!

You're more than welcome!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi Val,

You don’t need a condition if you don’t want it. You only need to change the recurrence. (See screenshot below)

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Val Whiting

Thank you Andrée! So this will send an email out the first of the month.

Andrée Starå

Happy to help!

Yes, it will send a reminder/alert through an email with the information that you've added to the reminder/alert.

Make sense?

Val Whiting

Yes. That makes sense.

Thank you.

Andrée Starå

Excellent!

You're more than welcome!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!