Weekly Automation Notification when Event is Within Specific Timeframe

Lee Ratzlaff

Hello!

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!!

Andrée Starå

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Lee Ratzlaff

Oh, awesome! I didn't know you could set the automation that way. That will work! Thanks!

Andrée Starå

@Lee Ratzlaff

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!