Annual reminder

[DanielRdL (Daniel)]

Hello all. I would like to set up a yearly reminder in a board to send an invoice. For this I set a start date. But I can’t find an automation that allows me to create an annual reminder. What is the best way to implement this?

Thank you very much and best regards,
Daniel

[mark.anley (Green Llamas Consulting)]

Hi @DanielRdL and welcome to the community! What you can do is create a “Reminder Date” column and use the following pair of automations to push the Reminder Date out 12 months and set a notification when the date arrives:

Hope this helps!
Mark

monday.com + Green Llamas

[DanielRdL (Daniel)]

Thanks @mark.anley

This works the way I wanted it to. What does not work, however, is to enter a date in the past.

Is it possible to do it like “When Start Date changes set Reminder Date to Start Date and Push Reminder Date by 12 months”?

Thanks a lot for your help,
Daniel

[mark.anley (Green Llamas Consulting)]

No problem at all @DanielRdL. In order to set the date to something other than the current date before pushing you will need to use an App to assist, I recommended looking into Column Magic or General Caster. Both have free plans available depending on your required usage.

Also check out the following post where someone was asking a similar question. You need to be careful to not create an infinite loop.

Automatically create new date in a new column

Hey @JenZucconi - apologies for the delay in responding here. Yes, that was an error in my logic that it would cause an endless loop of moving the date. What you can do is create a “check” column to manage the process so it doesnt run endlessly. In this example, I have a number column called (check) and have its value defaulted to 0 on item creation. Continue to use the Column Magic integration, and then use the following two automations: [image] This will ensure the date push only happen…

Thanks!
Mark