Using a profile matrix to drive automation on specific dates

Paul Reeves

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

Andrée Starå

Hi @Paul Reeves

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Paul Reeves

Andrée,

Thank you. Hope you are well.

I have created a sandbox that I hope demonstrates my objective.

Profile - https://app.smartsheet.com/b/publish?EQBCT=755a306e298d4b2aaee0c83661a8e823

Product List - https://app.smartsheet.com/b/publish?EQBCT=a627156778904de5b4dc91a8b39f7d16

I am thinking I would use the Product List; Profile value to drive the automation. So pretending the date is 7/26/2021 the Profile value would populate according to the value of the Profile for the particular date.

Hopefully that makes sense.

Paul Reeves

Apologies...

I forgot to mention in my response… that blanks, empty cells in the Product Profile should not change the existing Product List; Profile value.

So in the screenshot the Classroom Profile value is always BA throughout the cycle. The others would change based on the dates.