I am building a tracking system with dates within a 6-month period that are all dependent on that item’s start date. For example, Day-7 after the start date, Day-45 after the start date, etc. I used formulas for each dependent date column. I would like to automate an email or Teams notification to individuals when the date in the formula column arrives. Is that possible? If so, how?
Hello @SSDASH
Yes, you can automate email or Microsoft Teams notifications in Monday.com based on formula-calculated dates, but there is a limitation: Monday.com’s automation does not trigger directly from Formula columns because formulas are not considered “real” static data.
Workaround Using a Date Column & Automation
Since formula columns cannot directly trigger automations, you need a workaround:
Step 1: Mirror the Formula Date into a Real Date Column
- Create a new Date column (e.g., “Trigger Date”).
- Use Monday.com’s Make.com (formerly Integromat) or Zapier integration to copy the value from the Formula column into this Date column.
- Alternatively, use an automation with a Status column to manually trigger the date update.
Step 2: Create an Automation for Notifications
Once the “Trigger Date” column contains actual date values, you can use Monday.com’s built-in automation:
- Go to Automations.
- Select “When date arrives, notify someone”.
- Set it up as:
- Trigger: “When
{Trigger Date}
arrives” - Action: “Send an email” or “Send a Teams message”
- Choose recipients (specific users or dynamic people columns)
Alternative: Use Make.com or Zapier for Full Automation
If you want a completely automated solution, use Make.com:
- Watch for changes in your Monday.com board.
- Extract the Formula date.
- Copy it into a Date column.
- Set up an action to trigger an email or Teams message when the date arrives.
Summary
While formula columns do not trigger automations, copying the calculated date into a real Date column allows you to automate notifications in Monday.com. This can be done manually, with built-in automations, or fully automated using Make.com or Zapier.
Let me know if you need more information or leave a like if it helped!