Email Automation 7 days prior to set resignation date

Hello All,

 

I have a table in which the manager will set the last working date of an employee and I want to trigger an email automation 7 days prior to the set last working date. The column type of the last working date is date time. Please Help.

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You could create a daily scheduled bot and run it on a slice.

The bot could include the records from the table filtered with a slice with a filter expression something like 

DATE([last working date])= TODAY() +7

You may need some additional logic depending on needs such as bot to run only on working days and bot not to run when there are no records in the slice.

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1 REPLY 1

You could create a daily scheduled bot and run it on a slice.

The bot could include the records from the table filtered with a slice with a filter expression something like 

DATE([last working date])= TODAY() +7

You may need some additional logic depending on needs such as bot to run only on working days and bot not to run when there are no records in the slice.

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