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Trigger: Relative Date (N Days Before/After Due)

Schedule automatic reminders a set number of days before or after a record's due date.

Jul 11, 2026

The Relative Date trigger is meant to fire a workflow a configurable number of days before or after a record's due date (due_at) in your CRM, Projects, or Boards.

⚠️ Current status: not implemented / inactive. This trigger appears in the workflow editor's palette (you can drag it in and configure it), but today no process in the system actually evaluates or fires it. A workflow built with "Relative Date" saves and stays active, but it will never run. Don't rely on it for production reminders yet.

Available alternative today

For due-date reminders that do work, see:

  • "Item Due Soon (≤24h)" — fires for Board/Projects tasks due within the next 24 hours (daily sweep).
  • "Appointment Reminder Due" — for calendar appointments, with a fixed ~24h-before value.

Neither one lets you pick a free day offset (e.g. "-3" or "+1") like this trigger promises; if you need that flexibility, there's currently no way to get it from automations.

What it would do (once implemented)

  • Notify 3 days before a task is due.
  • Remind the day before a deal's deadline.
  • Follow up 1 day after an appointment's due date passed.

Configuration (as shown in the editor, with no real effect)

  • Record type: which record type to watch (e.g. task, deal, item).
  • Offset days: negative = before the due date, positive = after.

Documented variables (no effect while the trigger doesn't fire)

  • $record.object_type
  • $record.object_id
  • $record.workspace_id
  • $trigger.due_at
  • $trigger.offset_days

Troubleshooting

If you built a workflow with this trigger and it never runs, it's not a configuration mistake on your part: today there's no system sweep that fires it. Use "Item Due Soon" or "Appointment Reminder Due" as an alternative while it's being implemented, and check with the product/engineering team on this feature's status before relying on it.

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