🆕 Trigger · When a date field arrives · Workflow Automation

📢 Info & Announcements
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We are thrilled to share that as of today, the trigger :sparkles: When a date field arrives :sparkles: is available in Tape and its automation editor.

Overview

With the “When a date arrives” trigger, you start an automation at a predetermined time and date.

A simple use case

“When a project is two days before the due date (Trigger) and if the status of the project is in progress (Filter) then write a comment to the responsible (Action)”

Create automation using the trigger “When a date field arrives”

  • First automation block - Trigger - the “When this happens” automation statement

Trigger · When a date field arrives
Trigger · When a date field arrives7664×4376 412 KB

  • Choose the trigger When a date field arrives

  • Set and schedule the trigger by:

    • Choosing a time difference to the date at the first dropdown e.g. 2 weeks before
      • Tap On day when
      • Define a time difference, that will be the execution day

  • Selecting the specific date field at the second dropdown

    • Tap on the dropdown
    • Select the right date field

  • Setting a time for the execution day at the third dropdown

    • Tap on the dropdown
    • Set the specified time to run the automation on the execution day

  • Select the app where the automation should be triggered at the fourth dropdown

  • Second automation block - Filter - the “And if conditions are met” automation statement

Create New Record Filter
Create New Record Filter7664Ă—4376 408 KB

  • Set your filter conditions to start actions only if certain conditions are met:

    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
    • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. “is empty” and “is not empty” do not require you to input a field value

  • Third automation block - Action - the “Then do that” automation statement

Create New Record Action
Create New Record Action7664Ă—4376 407 KB

  • Click on + Add action and choose between various actions

  • Set up your action based on the action you’ve selected, like Add a comment in the simple example above

  • Type in any value such as a short text and @-mention the manager

  • Click on Create automation at the top right

Edit and manage trigger

The automation editor allows you to edit or manage triggers and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about →

New to workflow automation by Tape? Here’s a summary of what you need to know about automation.

To enable any type of automation, you’ll need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The “When this happens” statement. For example, “When a status changes” Learn more about →
  • Filters are optional and start actions only if certain conditions are met. The “And if conditions are met” statement. For example, "only if the status changes to done" Learn more about →
  • An action is an event the automation performs automatically after it is triggered. The “Then do that” statement. For example, “then send an email to a customer” Learn more about →

Check out how to create an automation →