Triggers
Scheduled Time Field Due
When to use it: You want to fire a workflow a set number of days before or after a specific date field on the record.
Pick a date field (like “birthday”, “contract end date”, or “last visit”) and set an offset in days:
Positive number = after the date (e.g., +2 = “2 days after the contract ends”)
Negative number = before the date (e.g., -3 = “3 days before the birthday”)
Kanri compares the stored date with the day being checked in the school’s timezone. It starts
runs for records newly due since the previous daily check. This is not a precise time-of-day
alarm; processing depends on the background date check.
Example uses:
7 days before a subscription’s end date → send a renewal reminder.
1 day after a membership’s last promotion → send a congratulations message.
This trigger uses the full stored date, including its year. It does not turn a date of birth
into an annual birthday reminder. Do not rely on the Birthday Reminder Note preset for yearly
birthday automation in the current beta.
This trigger fires once per record per day — you can’t accidentally trigger it twice for the same date.

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