I feel like this should be so simple, but can’t figure out a way to do it and chat support couldn’t either.
I want to automatically send an email (likely a SuperMail, so actually “Change Status”) on the same date every month, for example the 7th, to all clients (existing items with the same status) AND ideally not send the email on a weekend (so if the 7th were a Saturday, it would actually send an email on the 9th).
Here are the issues:
- I can’t use “Every time period” as that doesn’t have an action to “change a status.”
- It appears that I could use “When date arrives, change status AND push date 1 month”. BUT, I first need to set the date…. and for new clients (new items) there is no way to set the date column for when an item is created to the upcoming X (i.e. 7th) of the month.
- After sending the SuperMail, how do I change the status column back to allow it to “refresh” to allow for next month’s automation. SuperMail’s automation is “Send template when a status changes to something”, so I would need to change it back.
And lastly, cherry on top would be if any workaround recommendations would factor in the desire to NOT send email/change status on a weekend and wait to send to the next Monday.
Thanks so much for any ideas!
Zal