Send an email when a date is reached

Maybe the solution is to create a report of agreements with a Next Due Date in less than 90 days and email that report?

I've used similar strategies to what @chayce and @elazar described. And have found it useful to create "helper checkboxes" formulas, resulting in either true or false, which are super useful for debugging logic and building out reports showing a list of records that would've receive an email in this case. Checkout the Rem or Mod functions which are similar, but different for negatives (which may not matter in your use case). 

For example, here are some fields ideas:

// Agreement Expiration Date (Type: Date)
// Use the calendar picker to specify a date on the front-end

// Agreement Expiration Date Countdown (Type: Formula Duration)
[Agreement Expiration Date] - Today()

// Agreement Expiration Date Countdown To Days (Type: Formula Numeric)
// Cast the Duration "Smart Units" to a number for consistency
ToDays([Agreement Expiration Date Countdown])

// Should Notify Management (Type: Formula Checkbox)
If (
    // Check the box
    // There is no remainder after dividing two numbers
    // 30 is your "follow up frequency" interval
    Rem([Agreement Expiration Date Countdown To Days], 30) = 0,
    true,

    // Default to unchecked box
    false
)

You'd also want to omit records with an Agreement Expiration Date greater than 90 Days via your report filter criteria or in the Should Notify Management logic, something like:

If (
    // Check the box
    Rem([Agreement Expiration Date Countdown To Days], 30) = 0 and
    [Agreement Expiration Date Countdown To Days] < 91,
    true,

    // Default to unchecked box
    false
)

These example could be consolidated into a single formula to reduce the number of fields in the table, but it may help to at least keep the "countdown" as it's own field for testing and future maintenance! Hopefully that helps :)

I have something set up in my app where automated emails are sent to clients when we are waiting on information from them. So we'll request information, then for example 2 weeks later, an email will go out reminding them that we're still waiting for X.

I use Notifications for this, which trigger when a record is created or updated and there is a Pipeline that sets a status to overdue for all overdue tasks first thing each morning, that triggers a new task to say we've chased once or twice etc and that triggers the emails.

Since we use a table of tasks that act as child records to the main work records, it might not work as effectively in your situation, but there are ways to use pipelines and/or actions to trigger notifications effectively.

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Joe Alderson
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