Using a profile matrix to drive automation on specific dates


I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual (Teacher), Chalk (Classroom) and so on.

On a particular day I would like to generate an action, say email, to do X. Then another day to do Y, Z, and so on. The actions might be a little different depending on the product type though, i.e.

Student & Classroom, 7/26/2021, X - email sent for Student Workbook and Chalk

Teacher, 7/27/2021, X - email sent for Instructional Manual

Student, 7/27/2021, Y - email sent for Student Workbook

Classroom, 7/28/2021, Z - email sent for Chalk

I just can' figure out how to wrap my head around this. Any help is appreciated.

Thank you

paul e. reeves, CBAP

Austin, Texas

Houghton Mifflin Harcourt


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