Alerts & Reminders

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  • Business
  • Enterprise

Automated alerts and reminders ensure that the right people get the right information, at the right time.

  • Alerts are reactively triggered by changes to your sheet, and notify stakeholders of updates to critical information.

  • Reminders are proactively triggered by a specific date or time and keep task owners apprised of key deadlines.

Both alerts and reminders can be set up individually or together as part of a larger workflow with multiple conditions. They can also be sent to multiple recipients on a recurring basis, even if the recipient is not shared to your sheet.

Create a Time-Based Automated Workflow

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In the trigger block of an automated workflow, you can trigger actions before, after, or on a specific date by specifying a date field (from a date column in your sheet) or manually selecting a date.

Date-based change trigger

NOTES:

  • When you manually select a date, the workflow will be triggered at the same time for all of the rows in your sheet that meet the conditions you set. (For example, you can use an alert to remind you to take action on all rows that do not have an Assignee by a specific date.)
  • When you select a date field for the workflow, the sheet will check daily for rows that should be included in that day’s workflow. If no rows match that day’s date and time or satisfy the workflow’s conditions, the workflow will not be executed for any rows. Rows that do not have a date will never be included in a date field-based workflow.
  • You can also refine the hour of the day your workflow will be triggered. By default it is the top of the next hour from when you begin editing the workflow.
  • The trigger’s time zone is always the same as the sheet Owner's time zone.
  • Automation does not send messages when the sheet is empty.

Trigger frequent, change-based automations in batches

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You can set up the frequency of change-based workflows to Hourly, Daily, or Weekly

Before you begin

Here are a few things you might want to know before setting up the frequency of your workflow:

There are some tasks you can’t do with hourly, daily, or weekly workflows

If your workflow is set to Hourly, Daily, or Weekly, you can’t use any of these action types:

  • Clear cell value
  • Assign people
  • Record a date 
  • Move rows 
  • Copy rows 
  • Lock rows 
  • Unlock rows 
  • Request an approval

If you have any of these action types in your workflow, set it to Hourly, Daily, or Weekly, and then save it. The app will prompt you to do either of these tasks:

  • Save the workflow with the When triggered setting, or
  • Return to editing the workflow.

Also, you won’t be able to use placeholders for workflows that run hourly, daily, or weekly. 

Batching workflows for Notifications, and Update and approval requests

You can only batch workflows to run Hourly, Daily, or Weekly for Notifications, and Update and approval requests action types without If approved or If declined actions.

Workflows will run for every row that meets the trigger criteria

This app behavior is triggered when you or other sheet collaborators save changes to multiple sheet rows within the time frame of the workflow frequency. 

All users subscribed to the workflow will receive a single notification with up to 100 rows in grid format.

When do workflows run?

Schedules of workflows and alert messages depend on the workflow frequency you set up:

Workflow frequency Daily Weekly
When the workflow runs and goes through sheet changes 12:00 a.m. to 11:59 p.m. Between 12:00 a.m. on Friday of the current week and 11:59 p.m. on Thursday of the following week 
When the workflow delivers alert messages Between 12:00 a.m. and 4:00 a.m., day after the workflow runs Between 12:00 a.m. and 4:00 a.m. on Friday of the following week

Here’s an example of how a weekly workflow works: You created a weekly workflow on March 16, 2022 (Wednesday). It will run and evaluate sheet changes from March 18, 2022 (Friday) to March 24, 2022 (Thursday). After going through the sheet changes, it will deliver the alert message about the sheet changes on March 25, 2022 (Friday).

To set up the frequency of your workflow

  1. In the Trigger block, make sure that the Trigger field is set to any of these options:
    • When rows are added or changed
    • When rows are added
    • When rows are changed

You won’t see the Hourly, Daily, and Weekly options if your Trigger block is set to When a date is reached

  1. Select any of these Run workflow options:
    • Hourly
    • Daily
    • Weekly

Set your trigger to take place an hour before the action should take place. This will ensure that technical issues don't prevent the action from taking place on time.

Ensure Continuous Project Execution With Recurring Automation

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  • Pro
  • Business
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You can schedule a recurring workflow to ensure that your workflow runs for the rows that meet your conditions on a regular basis. For example, request daily updates on overdue tasks from the assigned team members.

To create a recurring automated workflow in your sheet:

  1. Click Automation from the menu and create a new workflow or edit an existing workflow. (See Save Time and Work Faster With Automated Workflows for more information about creating and editing workflows.)
  2. In the Trigger block of your workflow, select When a date is reached.
  3. Click Run once > Custom.

    recurrence custom button
     
  4. In the Custom Recurrence form, select the desired cadence (daily, weekly, monthly, annually) for your workflows to trigger.

    TIP: You can also have your workflow end after a certain date or specific amount of executions.

    Recurrence
  5. Click Done.

 

That’s it! Your workflow will now execute at the recurrence you specify. To control which rows your workflow will include when it runs, take a look at the Condition Blocks: Filter What Your Automated Workflows Send Help Center article.