I am trying to create my first automation! My goal is to have a workflow started in wealthbox crm whenever a a client in 30 days from review. In my google sheet I have 3 columns. Name, Review Due Date, and days from review due(=if(isblank(B2), "", B2-today())). Basically if days away =30, then start workflow for that specific client. However, i’m running in to some issues (mostly naivety) when it comes to the test data for the google sheet. Any thoughts/ ideas are greatly appreciated.
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