All plan types with varying limitations | |
Permissions |
|
Platform(s) | Web/Browser, Mac app, and Windows app |
Creating a reminder using an automation
To create an automation reminder:
Open your Airtable home screen.
Open the base where you want to set up the reminder.
Confirm you have a date or date/time field in your table that represents when you want the reminder to trigger.
Click Automations in the upper-center of your base.
Click Create an automation.
Set the trigger to “When a record matches conditions.” Configure the condition so it triggers when the date/time field is “today” or matches your desired criteria.
Add an action, such as “Send an email” or “Send a notification.” Fill in the details for the message you want to receive as a reminder.
Test the automation to make sure it works as expected.
Turn on the automation.
FAQs
Does this reminder workflow work for recurring dates in the past such as birthdays or anniversaries?
No, it does not. As a workaround, you could try adding a formula field to your base that would append the current year to the end of a date field. So, we would want to configure a formula that references the "Original Date" field and then adjusts that date to the current year instead. Here's one example of what that formula could look like:
DATETIME_PARSE(
CONCATENATE(
DATETIME_FORMAT({Original Date}, 'MM/DD/'),
DATETIME_FORMAT(
TODAY(),"YYYY"
)
),
"MM/DD/YYYY"
)Comparing this to the example used above, instead of the {Reminder} field, we would use the {Reminder date (Add current year)} field. In your base, remember that you will likely name your fields differently than in this example. Therefore, you'll want to create a customized formula that matches the names of the fields you are referencing.