I seem to be running around in circles on this one.
We have a list of clients with life insurance policies that renew each 12 months.
We want to send an email to them 2 weeks prior to their renewal each year, with a link to a Typeform to assess whether they’ve had any major changes to their situation that may mean their cover needs to be reviewed.
Let’s say we have a date the policy commenced (DD/MM/YYYY) of 30/06/2017.
Their next renewal email would trigger 2 weeks prior to 30/06/2020.
I have worked through a formula that will calculate this date.
But because the resultant formula column isn’t recognised as a ‘date’ column in the automations and integrations, I’m having trouble working out the appropriate trigger that would send the email (via Outlook integration) each year.
Any suggestions on the right combination to make this work??