90 Day follow-up alert

Maria Watters

Hello All,

I am trying to create an automation that notifies me 90 days after the Actual Closed Date so I can do a follow-up.

Is there a way to do this or do I need to do a workaround formula that calculates 90 days after the date in that field and then have the alert be once that date is reached to send me something?

Andrée Starå

More info.

Andrée Starå

Hi @Maria Watters

You can set up an Automation Workflow Alert like follows.

Trigger: When a date is reached

Run once 90 days after

Select your date field.

Make sense?

Would that work/help?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

More info.

Maria Watters

@Andrée Starå

YES! Thank you...that was so easy I am embarrassed I missed that as I make automations all the time! Thank goodness it is Friday and thank you so much for assistance.

Andrée Starå

@Maria Watters

No worries! Easy to miss!

You're more than welcome!