Automated date reminders

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You can use a date reminder automation to trigger actions based on any date attributes. The date reminder automation will function when that date is reached and is designed to trigger as an alert to an expired document or even as an anniversary date.

There are the following attributes that will trigger:

  1. Date of birth attribute - Each year when the day and month is reached.
  2. Custom date attribute - Exact day, month and year is reached
  3. Custom date/time attribute - Exact day, month and year and time is reached

Note:- The Date of birth and date attribute will trigger at 12am UTC according to the account timezone and a delay can currently only be set for Before on the Task. You can view the article Creating automations for more information on setting it up