MykeeLee
Canvas Initiate

Reoccurring email

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Hello,
I'm looking to send an email 2x per year on Jan 15th and July 15th, following a reminder email 15 days after if the task is not completed. This workflow will repeat each year on those dates.
I don't know what logic to us first. Can someone please advise what I should use or do?

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Nintex_Andrea
Moderator
Moderator

Re: Reoccurring email

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Hi MykeeLee,

If I understand your requirements correctly, it sounds like this can be achieved in NWC by creating a workflow with a Scheduled start as the start event. You can set the Start date to 1/15 or 7/15 and then set it to Recur every 6 months.

Nintex_Andrea_0-1623684722748.png

You can include either an Assign a task action or an Assign a task to multiple users action in your workflow design and configure the Reminders setting to Remind after 15 days.

Nintex_Andrea_1-1623684920059.png
Nintex_Andrea_2-1623684952936.png

I hope that gives you an idea of where to start with your NWC workflow.
Click here to learn more about the Scheduled start start event.
Click here to learn more about the Assign a task action.

Click here to learn more about the Assign a task to multiple users action.

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MykeeLee
Canvas Initiate

Re: Reoccurring email

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Thank you 

This is super helpful!! So grateful for this information and help. 

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