# Reminders & Automations

Set up date-based reminders for yourself, or scheduled actions that run on a submission without bothering anyone.

## Reminders

Reminders notify you at a date and time you choose. They're personal — only you see your own. To add one, open a submission, click the gear icon, and pick **Reminders**.

Fill in a date and a short message. By default the reminder runs once. Switch to **Recurring** if you want it to repeat, and pick how often (every day, week, month, or year) and when it should stop.

If you have a phone number on file, you can also have it text you, not just email you.

### Pulling a date from your form

Instead of typing a date, you can have the reminder use a date that's already on the submission. On the **When** field, switch from **Date** to **Form data** and pick the form field you want.

Once you do, the reminder follows that field. If the date on the submission gets updated later, the reminder shifts to match — no need to come back and edit it.

The same option exists for the end date of a recurring reminder ("Ends On") and for how many times it should run ("Occurrences").

**Use Case:** Set a reminder for three days before the Renewal Date field. If the renewal is pushed back, the reminder moves with it automatically.

### Optionally run something else

A reminder can also fire one of your form's triggers when it goes off — for example, sending a custom email or sharing the submission. Pick one from the **Run Trigger After Reminder** dropdown when you're setting up the reminder, or leave it as "Do not run trigger."

### Paused reminders

If a reminder is pulling a date or number from your form and that field becomes empty or unreadable, the reminder pauses itself instead of firing wrong. Paused reminders show up in their own section in the Reminders modal with a short explanation.

Click **Resume** to try again once you've fixed the field, or **Delete** to remove the reminder.

## Automations

Automations are scheduled actions tied to a submission instead of a person. There's no recipient and no message — they just run a task on a schedule. The most common example is generating a monthly invoice from a customer record.

To see what's running on a submission, click the gear icon → **Automations**. From there you can pause, resume, or delete any of them.

You don't add automations from this modal. They're created automatically by a form trigger — see the next section for how to set that up.

**Use Case:** A new customer signs up. Every month after that, an automation creates an invoice from their record until their contract ends.

## Setting up an automation

Automations come from the **Create Reminder** trigger when its **Type** is set to "Run a trigger on schedule."

1. Open the form in the flow editor and add a **Create Reminder** trigger.
2. Set **Type** to **Run a trigger on schedule**. The user, message, and SMS fields hide automatically.
3. Pick the date the schedule should start from (usually a date field on the form) and how far before or after that date the first run should happen.
4. Choose **One Time** or **Recurring**. For recurring, set the frequency and when it should stop.
5. Under **Trigger to Run**, pick which existing trigger should fire each time (for example, a "Create Invoice" trigger you've already set up on the form).
6. Save.

After that, every submission of the form will get an automation with the schedule you configured.