Annual Date Alert/Reminder
Answers
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
Made you an Admin. Please have a look?
I sent you an email with my concerns
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Everything looks ok. 👍️
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Morning Andree,
The automation didn't send an alert this morning. Today is the 1st birthday on the list, since we did the automation two days ago, so it should have sent an alert email at 7am this morning, but it didn't. Can you have a look again please?
You are still and Admin on the sheet
Regards
Sonja
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You'd have o change the trigger to daily instead because now it's only triggering weekly. I've updated it for you.
Did it work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hey Andree I'm not sure if this post you're still following.
I wanted to create this same thing but I would like for it to email some of our company leadership the birthday reminder on the day of the birthday with a list/chart of the birthdays.
I have already created the month and day. But the formula isn't working for me for the helper column!
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Hi @Andrée Starå I want to do something similar to the above i.e. set reminders based on the Date/Month and send the reminder annually. However, mine is not for birthdays but to set up when annual filings are due. How would I set that up?
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