Weekly Automation Notification when Event is Within Specific Timeframe


I'm trying to work out an automated notification that is triggered weekly. We have a date field that will house a calculated date based on another field. We want a contact field to be notified when that date is 90 days in the future, but the notification only needs to be sent once per record.

I have the automation set to run weekly (Monday 8am) and have the criteria as [Date field] is in the next 97 days and not in the next 89 days, but that doesn't seem correct.

Can someone help me think this through? Thanks!!

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Lee Ratzlaff

    I hope you're well and safe!

    You could have the Workflow set to only Alert 90 days before the date.

    Something like this.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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