💡Automation Recipe: Target Contract Date 🗓️

It's  hard to negotiate when staying on top of your deals is nearly impossible. Automations can be created to use any Date field in undrift as a checkpoint. Target Contract Date (TCD) is a standard field in undrift, so let's build a reminder to update the TCD 2 weeks out to ensure we are on track: 

Step 1. Create a trigger for X number of days BEFORE the TCD: 

Step 2. Use a variable condition if you'd like, OR, skip if you want it to apply to all projects. 

Step 3. Create a Task, Note, or Email that will trigger for your automation: