Send an email when a date is reached
I have a app to manage all my annual agreements. I would like an email to my management staff when 90 days is reached (later at 60 and 30) to remind them an agreement is expiring. My problems are a...
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I just had a similar need to send an email to non-users when a date is reached.
I created a pipeline to do a query for records where the date of the record is today, and for each record that is found to check a checkbox in the record.
I then set up a notification that is triggered by the record being updated and the checkbox field changing to checked.