How to create a simple reminder
  • 15 Sep 2022
  • 3 Minutes to read
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How to create a simple reminder

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There are numerous situations where setting a reminder can be helpful. This article walks through how to set one up using automations. For the examples used in this article, we are using our Project Tracker template found here in our template gallery.

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.

Create a date field

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. We'll then select the date field type and name the field Reminder.

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With every date field, you have the option to use just a date or to optionally use a specific time. For this example, we'll toggle on the option to include a time field.

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Add a 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. Add a new formula field, name the field Trigger Reminder, and copy and paste the formula below into the formula field.

IF(
     AND(
          {Reminder},
          NOW() >= {Reminder}
     ),
     "Trigger Reminder"
)

This formula checks to see if there is a date/time entered in the reminder field. If there is a date in that reminder field then it will check whether the current date/time is equal to or past NOW(). 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. The automation that we'll configure in the next step uses the formula to trigger the reminder.

NOTE

The process in this article is a workaround involving the use of the NOW() formula function, and has some limitations. Generally, NOW() updates approximately every five to ten minutes when a base is open (although this timing may vary slightly). If the base is closed, it will update approximately every hour when the base has time-dependent automation triggers or actions. If native automation delays would be a helpful feature for you we'd love to hear more about your interest!


Configure a simple reminder automation

To create our reminder we'll need to add both a trigger and an action to an automation. 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).

Choose a trigger

Start adding an automation by clicking the "Automations" button in the top right-hand corner of your base. Select the trigger called "When a record matches conditions".

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Select the table you're using (the tasks table in our example), then add a condition for when the {Trigger Reminder} field contains the text: Trigger Reminder.

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Lastly, you'll want to run a test to make sure your trigger is setup correctly. 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.

Add an action

In this example, we're going to configure an email reminder using Gmail. Start by clicking the "Add action" button below your trigger, and selecting the "Send email" option under Gmail. After connecting your Google account you can then configure all of the email fields and any details you want to include for the reminder.

In the example below, the task name, its related project, and the assignee is included in the reminder. 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.

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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. You should receive an email like the example below within a few seconds.

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Once you've tested your automation make sure to turn it on - and then your reminder setup is complete!


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