In Excell how to get a 30 day notice column to auto fill from a date in a different column, and send me a notice about it

Question

What I am trying to do:

Date in the "Inspection Column" I need to add 30 days to, this needs to pop up in the column after "E" as its labeled by us (will be labeled NTO in column currently listed as P by excel ).

When this generated date approaches (on the 30 day mark) I need it to either pop up, send an email, or put it on my Teams Planner so I know i need to get those done. HOWEVER if the Column "Paid" is marked with the word "Paid", it does not need to send me any notice. (sometimes other words are in there, i only care if it says paid, the others i can still send to)

I have tried several times to get into coding, and my brain just aint doing it anymore. I use to code java and html and such in my younger years, but now my brain just gets clogged and i get frustrated with it.

I only want one notification, i dont want it to keep notifying me after the date has passed. Depending if I can get this to work, I may need to add some more codes for after the NTO is sent just to make sure I dont miss the window of the next step in the process.

Any help in this would be HUGELY appreciated. If it helps any there are more sheets in this workbook, and its divided up by months, and I would need to do this for each sheet/month. I do not know if that makes a difference in the coding, or if it needs to be done per sheet, or per workbook.

Please help if you can, ive been trying for 3 weeks and my brain is about to shut down over this.

Answer 1

You can do this, but Excel formulas alone cannot send emails, create Teams Planner tasks, or generate one-time notifications. You'll need either VBA or, preferably, Power Automate if your workbook is stored in OneDrive or SharePoint.

In your NTO column (currently column P), use a formula such as =IF([Inspection]="","",[Inspection]+30) to calculate the due date 30 days after the Inspection date.

Your automation should check two conditions before notifying you: the Paid column must not contain exactly Paid, and the current date must equal the NTO date. If both conditions are true, it sends the notification.

To ensure you receive only one notification, add another column such as Notification Sent. After the email or Planner task is created, the automation writes Yes (or a timestamp) into that column. Future runs skip any row where Notification Sent is already populated.

Power Automate would be likely the easiest solution because it can run once per day, read every worksheet in the workbook, send an email, post to Microsoft Teams, or create a Planner task without requiring VBA. It can also update the Notification Sent column after the notification is sent.

If you prefer to keep everything inside Excel, a VBA macro can check the workbook when it is opened and send a single Outlook email, but it won't run unless the workbook is open. For a reliable reminder every day, Power Automate is the better choice.

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hth

Marcin