We have a board set up as a register to track progress on our contracts. I have an automation set up as follow - ‘When review date (date column) arrives (7am), and only if item is in a specific group. Then notify users’
So this automation works the first time. However, how process works as such that when we receive the notification, we write ‘action notes’ against the item then change the review date for another week in advanced to remind us to follow up again. The issue is when we change the review date, the automation is not working on the subsequent occurrences. I’m guessing as it has already run on that line item and changing the date doesn’t trigger it again.
Is there anyway to have it whereby the automations will run every time the desired date column arrives?
Hope that makes sense and we appreciate the support
Date automations trigger only once per item. Updating the same date column does not retrigger the automation.
To fix this, use one of these options:
Add a Status or Checkbox condition
Include a condition like “only if status is Needs Review.”
Each time you update the date, reset the status to Needs Review so the automation runs again.
Use a second date column
Keep the automation on a “Next Review Date” column instead of reusing the same date.
Use an automation chain
When review date arrives notify users
Then change status
Status change creates a new trigger cycle.
Monday.com does not currently support true recurring date triggers on a single item without an additional condition.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
So just to clarify something else on the line needs to be updated (whether it be a text column, etc) to retrigger the automation? If I put a checkbox column at the end of the board, then tick and retick, after the review date arrives it should work?
For the automation to re-run, you need to change a trigger field (for example, update a separate date column or reset the status). Clicking that button won’t retrigger the automation.
If you’d like to use just a single Date column, you can try this approach. We’ve had success by setting the second automation to run an hour later.
Below are the two automations we’re using:
When Date arrives → copy Stage (Mirror) to Stage (Text)
Copies the current stage value from the mirror column into a text column when the date arrives, capturing a snapshot at that point in time.
When Date arrives → push Date by 1 day
Automatically moves the date forward by one day once it reaches today, keeping the item’s date current.