7/3/2023 0 Comments Set calendar break reminder![]() You should receive an email like the example below within a few seconds.(Bloomberg) - Wall Street remained unwilling to commit to significant positioning ahead of Friday’s key jobs report, with stocks eking out gains, bonds trading mixed and the dollar barely budging. Once you've added all of the information you want to include in the reminder, run a test to make sure everything is configured correctly. ![]() This record information can be added by clicking the plus symbol to the right of the field you're filling, and selecting the appropriate data from the record. In the example below, the task name, its related project, and the assignee is included in the reminder. After connecting your Google account you can then configure all of the email fields and any details you want to include for the reminder. Start by clicking the "Add action" button below your trigger, and selecting the "Send email" option under Gmail. In this example, we're going to configure an email reminder using Gmail. You will need to have at least one record in your table match the trigger condition (the Trigger Reminder field has the text Trigger Reminder) in order for your test to pass. Lastly, you'll want to run a test to make sure your trigger is set up correctly. ![]() Select the table you're using (the tasks table in our example), then add a condition for when the field contains the text: Trigger Reminder. ![]() Select the trigger called "When a record matches conditions". Start adding an automation by clicking the "Automations" button in the top right-hand corner of your base. The trigger will fire based on the formula field created in the last step, and the action will allow us to send the reminder to a variety of sources (email, Slack, etc). To create our reminder we'll need to add both a trigger and an action to an automation. If native automation delays would be a helpful feature for you we'd love to hear more about your interest! If the base is closed, it will update approximately every hour when the base has time-dependent automation triggers or actions. Generally, NOW() updates approximately every five to ten minutes when a base is open (although this timing may vary slightly). The process in this article is a workaround involving the use of the NOW() formula function, and has some limitations. The automation that we'll configure in the next step uses the formula to trigger the reminder. If the "Reminder" date field is now or past now, then it will display the string" Trigger Reminder" in the formula field for that record. If there is a date in that reminder field then it will check whether the current date/time is equal to or past NOW(). This formula checks to see if there is a date/time entered in the reminder field. Add a new formula field, name the field Trigger Reminder, and copy and paste the formula below into the formula field. The next step is to add a short formula that will compare the current time (localized to your device) with the date and time entered in the reminder field. For this example, we'll toggle on the option to include a time field. With every date field, you have the option to use just a date or to optionally use a specific time. We'll then select the date field type and name the field Reminder. The first step is to use a date field - we'll create a new one by clicking the + icon to the right of the existing fields. This article showcases the "When a record matches conditions" trigger, and one of our Google Workspace actions that "Send an Email" via a connected Gmail account. For the examples used in this article, we are using our Project Tracker template found here in our template gallery. This article walks through how to set one up using automations. There are numerous situations where setting a reminder can be helpful.
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