Automated requests for update
I have automation set to request an update for a specific cell if certain criteria is not met and my date field is in the past. I would like this requested to run at predetermined intervals until the criteria is met. For instance, in the sheet below I would like to automation to:
- Look to see if the "Pitch Outcome" field contains "Undecided"
- If yes, and the "Follow up date" is "in the past"
- Trigger an email to the person listed in the "Relationship Owner" field
- I want the message to trigger at a set interval (daily, weekly etc) until the value in the date filed is change to a future date OR the value in the "Pitch Outcome" field is no longer "Undecided"
The automation copied below works but only for one message and not recurring notifications.