Creating an Automatic check-in tracker

1

Previous Notion user so bare with me!

I am trying to create a mini dashboard which allows me to have my client list with the last date that I contacted them on, when I click the ‘Emailed’ button the date amends to Today’s date.

I have that done = what I now want is for an automation to track the date in that column for each client and when 2 weeks passes, if that date hasn’t been updated another Status column will change from “All Good” to “Time to Contact” with a push notification coming to me alerting me that I haven’t checked in with my clients in a fortnight.

I was able to get this with Notion, but it looked horrible and the notifications were buggy as hell - is there anyone in this community who thinks my idea can be done?

2

Hi, yes is possible.

either via automation or via direct column formula.

in setting → automations → new

Example :
Triger :
All days at 5 AM for example.
Condition:
Check if exist customer date contact < today - 20days

customers.filter(currentValue.date < today() - 20).count() > 0

Event:
Buton ou formulation action for update

modifyRows(
   customers.filter(currentValue.date < today() - 20),
   status,
   "Time to Contact"
)
3

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