Setting Today's Date with Workflows

[SaraP]

In workflows or reporting, it can be useful to compare activities based on today’s date or understanding data in the context of today’s date.

As this isn’t a default property provided by HubSpot, we can easily set this up by:

1. Creating a Today’s date custom property (field type: date picker)
2. Creating a scheduled workflow to recur every day, enrolling all records and setting a date stamp for Today’s date.

However, as this requires an Operations Hub Professional/Enterprise subscription, an easy workaround to set this up would be to use 2 workflows instead:

1. Create a Today’s date custom property (field type: date picker)

2. Create a workflow called Today’s Date 1:

1. This workflow will enroll records based on Today’s date is known or Today’s date is unknown.
2. With Today’s date is known, we’d be able to re-enroll records into the workflow.
3. With Today’s date is unknown, new records would enroll into the workflow.
4. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays.
5. Following the delay, Today’s date will be set to the date of step.
6. Records will then be enrolled in Today’s Date 2.

Enrollment Triggers

Re-enrollment triggers

Steps

3. Create a workflow called Today’s Date 2:

1. This workflow will not have any enrolment triggers, as records will be enrolled by Today’s Date 1.
2. Make sure to turn re-enrolment on!
3. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays.
4. Following the delay, Today’s date will be set to the date of step.
5. As Today’s date has been updated, the record would meet the enrolment criteria of Today’s Date 1 (Today’s date is known) and will re-start the flow.

Enrollment and re-enrollment triggers

Steps

Hope this helps

[Jigar_Thakker]

Thanks for Sharing @SaraP