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How to Schedule a Flowbot to Run on a Future Date

Yoom Customer Service avatar
Written by Yoom Customer Service
Updated this week

Q:

Can I create a Flowbot that retrieves a future date from external SaaS tools or forms and sends a notification when that date arrives?

A:

Yes, it's possible.

The setup will vary depending on how you obtain the date. See the methods below!


🛠 Method 1: If the trigger cannot directly retrieve the date

(Example: Retrieving values from a spreadsheet or a database that doesn't support triggers)

If you are managing future dates in a spreadsheet or database where a trigger cannot be initiated, follow these steps:

1️⃣ Use a schedule trigger to periodically start a Flow Bot.

2️⃣ Retrieve the stored date.

3️⃣ Check if the retrieved date matches today's date:

  • If it matches: Proceed with the next step.

  • ❌ If not: End the process

4️⃣ Send a notification

📌 Example of Completed Flow


🛠 Method 2: If the trigger can directly retrieve the date

(Example: Using app triggers in Kintone, YoomDB, or other tools)

If you can start the Flowbot as soon as a date is entered (e.g. YoomDB), use this method:

1️⃣ Start the Flowbot when a date/time entry is registered via an app trigger.

2️⃣ Use the retrieved date/time to wait until the specified date before proceeding.

3️⃣ Once the date arrives, send a notification.

📌 Example of Completed Flow

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Date, Wait, Branch, Future

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