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Send Automated Reminder Emails from Gmail (Easiest Way 2024)


Perhaps you've got a team requiring a weekly update via email, or you simply need a recurring email reminder for yourself every day, week, or month. While there is no native reminder function in Gmail, you can easily connect your Gmail account to Lido and send automated reminder emails in a few simple clicks.

How to Send Automated Reminder Emails from Gmail Using Lido

1. Add data to Lido

If you don't have a Lido account, you'll need to create one for free at: https://www.lido.app/go/signup

Lido is a spreadsheet that automates work for you by connecting spreadsheet data to email. In order to send automated reminder emails, we'll need to input some information like who we want to send the emails to, on what dates, and what the emails should say. If you already have this data in a Google Sheet, you can skip to step 2. Otherwise, continue here to input your email data into Lido.

Make a table out of your data. You should have 1 row per reminder email that you want to send. If the automated reminder emails will be sent to a different recipient for each row, then include the email recipient in your table (column C in the example below). Otherwise, if you want to email the same people (e.g. yourself or your team) then leave this out.

Example of email reminder data. Column C is optional, exclude it if you want the emails to go to the same recipients for each reminder.

Select the range, then right click and select "Convert Table from Range."

Name your table and click save.

Skip ahead to Step 3.

2. (Optional) Connect Google Sheet to Lido

Skip this step if you added a table already in step 1. Otherwise, if you already have the data that you want to use to send automated email reminders to in a Google Sheet, then you can connect the Google Sheet directly to Lido.

Make sure your Google Sheet is formatted like our sample sheet here. The data should be in a contiguous table, with no empty rows or columns. Column headers (Name, Email Address, etc.) should be in the first row and contain no special characters or line breaks.

google sheets reminder

Copy the URL for your Google Sheet. We'll need this to connect your spreadsheet to Lido.

Create a new file, then click on the green Connect Data button.

send email reminders from google sheets
Connect Google Sheet to Lido

Select Google Sheets, then paste your Google Sheet URL into the text box. You'll be asked to connect to your Google account if it's your first time connecting a Google Sheet to Lido.

send email reminder from google sheets

You will be asked to login to a Google Account that has access to the Google Sheet the first time you connect. Make sure to check this box to give Lido permission to access your Google Sheets.

add reminder google sheets

Next, select the columns that you want to add to connect to Lido. Then click Add Data.

Note that if you rename or delete these columns, the connection to Lido will break. If this happens, click on "Edit Data" and you can reselect the correct fields.

set reminder in google sheets

3. Calculate When to Send Reminder Email

If you have a table of data in Lido, you're ready to continue. Otherwise, go back and either add the data directly to Lido or connect a Google Sheet.

Reminder emails should be sent ahead of a deadline. For our example, we will send reminders two days before the deadline. The formula is straightforward:

reminder_date=deadline_date - 2

Where deadline_date is the cell containing the deadline date. If the deadline is stored in column C, then the deadline of the first listed entry will be in C2. The formula becomes

```=C2-2```

set a reminder on google sheets

Hit enter to create a computed column. This is a special column type in Lido that will automatically apply the same formula to every row in the column. This is particularly useful if you add more records to your Google Sheet or to the bottom of your table, since the formula will be applied to the new rows automatically.

We can name this column Send Date

add a reminder in google sheets

4. Add Automated Reminder Email Subject and Body

We are now ready to add the subject and body of the reminder email.

Create email templates

First we will create templates using our table column names as variables by referring to them with [@Column] syntax.

Set up templates for email subject and body in a new worksheet like this:

send a reminder in google sheets

Create Email Subject and Body referencing the templates

Now we need to combine these templates with our table data in the other tab to make the email content dynamic. We'll do that by creating two new computed columns for both Subject and Body. We will use a formula called STRINGTEMPLATE() inside of a computed column to do this.

First, make a new computed column and name it Subject.

how to send reminder email in google sheets

Add this formula to row 2 in the Subject column:

```=STRINGTEMPLATE(Sheet1!$B$1)```

In our example, Sheet1!$B$1 is the location of our subject email template. Make sure you replace this with your own cell location if it is different, otherwise the formula will not work. Also, remember to anchor the cell reference with $, as all rows will use the same template cell.

You should now have a subject column that looks like this. Notice how the payment deadline is different for each row based on the values in column C.

Now do the same thing for email body. Make another computed column. Then apply the formula below. Remember to change the cell references to match your sheet.

```=STRINGTEMPLATE(Sheet1!$B$2)```

You now will have something that looks like this: 

5. Make a new column for the SENDGMAIL() formula

Lido's spreadsheet has a special type of formula called Action formulas. These are formulas that can send data externally but need to be triggered to run. Action formulas don't calculate immediately when you type them (as normal spreadsheet formulas do). You need to explicitly run them manually or with an automation. One action formula is SENDGMAIL, which lets you send an email directly from your spreadsheet.

SENDGMAIL works as follows:

=SENDGMAIL(sender, recipient, subject, body, [status_cell], [cc], [bcc], [attachments])

Where:

sender - a credential you create for your@email.com (This should be associated with a Gmail or Google Apps account)

recipient - the email of the user that will receive the reminder

subject - the email subject

body - the email body

Our core SENDGMAIL formula looks like this:

```=SENDGMAIL(<sender-credential>, B2, E2, F2)```

Add logic for when you want the reminder email to be sent

If we want to have SENDGMAIL display only when today's date is the reminder send date, then we want to add an IF statement:

=IF(TODAY() = reminder_send_date, SENDGMAIL(sender, recipient, subject, body))

The formula works as follows:

If today's date is equal to the reminder_send_date, then display the SENDGMAIL formula, otherwise display FALSE.

Created a new Computed Column

Let's create a new computed column, and enter our formula below in row 2 (remember to adjust the formula for your data). We can double click on the header cell, and rename the column to Send Reminder.

```=IF(TODAY() = D2, SENDGMAIL(<sender-credential>, B2, E2, F2))```

As you can see, the SENDGMAIL formula is only visible for dates when Send Date = Today. For all other days it displays FALSE.

Send a test email

Right click on the SENDGMAIL formula and click "Run Action" to send the email. You will be asked to authenticate into your Gmail account the first time that you send an email from Lido.

Right click on the action and select Run action to send an email.


6. Automate triggering the emails in the Send Reminder column

Now, we can automate the running of the Send Reminder column. For rows where SENDGMAIL displays in the column, Lido can automatically run them once per day, even if the file is closed.

Click on your Send Reminder column menu and select Run column on a schedule.

Select what time of day you want your messages to send, then click save.

Now, every day at 1:15PM (or whatever time you've selected), Lido will pull in the latest records from your Googlle sheet, automatically check and see if there are any reminder emails that need to be sent where TODAY = reminder_send_date, and if so, run the each SENDGMAIL formula and send the emails.

Impressed? Click here to get started with Lido!

FAQs

How to Automate Email Reminders a Week Before the Date?

Easy. In the Step 3 above, just change the number in the formula. For the example that we use, we have the following formula:

=C2-2

This will send the reminder two days before the deadline. To send the reminder a week before the deadline, just change the number to 7 (7 days):

=C2-7

If instead you want to send the reminder 3 days before the deadline, just change it to 3:

=C2-3

And so on.

How do you Check if your Formula Works First?

You can check if the formula works first before setting the automation settings. First, change the sender_email and recipient_email to the one you can open. Afterwards, click the cell containing the formula for sending reminder emails. Then, click right click on the SENDGMAIL formula and select Run action

Lido will run the formula. If the formula has no errors, the message Action run successfully will appear on the lower-right corner of Lido. 

How to Send Automated Reminder Emails Multiple Times for the Same User?

You can also send reminders a few times at different times to the same user. You just need to repeat the Steps 3 to 6, adding a set of columns for each instance.

We hope you now have a better understanding of how to send automated reminders. If you enjoyed this article, check out our article on how to set up bulk email from google sheets or send email based on a date in google sheets.

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Trigger
Action
Select trigger
When a cell value in Google Sheets changes
Check Google Sheets for today's date
When a new row is added to Google Sheets
On new Google Form submission
Send me a daily reminder
On new Typeform submission
When a cell value in database changes
Check database for today's date
When a new row is added in database
When a new HubSpot customer is created
Select action
ADDCALENDAREVENT
Creates a one- or multiple-day calendar event with optional attendees
ADDHUBSPOT
Adds an object to Hubspot
ADDSLACKCHANNEL
Create a Slack channel, and optionally add a topic or members
CALLURL
Makes any HTTP request
CREATEGOOGLEDOC
Replaces [@column_name] values in a Google Doc with the corresponding table row's values
CREATEPDF
Replaces [@column_name] values in a Google Doc with the corresponding table row's values, then export it as a PDF
FETCH
Makes any HTTP request and returns the response
INSERTROWS
Inserts given array below defined values in given worksheet
SENDGMAIL
Sends an email using your Google account
SENDOUTLOOK
Sends an email using your Microsoft Outlook account
SENDSLACK
Sends a Slack message
SENDSMS
Sends an SMS message using your Twilio account
UPDATECELL
Updates cells with given values
UPDATEHUBSPOT
Updates a property of a Hubspot object
Trigger is required
Action is required
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