I've recently began setting up some processes with Process Builder to automate a lot of previously manual tasks (like creating a reminder to contact customers when an opportunity is won, etc.). I also started looking into triggering reminders when certain time periods are up but have run into some issues:
Use case: If a contract end date is less than 2 months from now, a mail notification should be sent out to the account owner.
The Process Builder cannot do these things it seems, and can only trigger if a record changes. I tried to do a workaround where I create a custom field for the contracts and set it to a boolean which is defined as
TODAY() + 60 > EndDate
This field correctly updates, but this doesn't seem to trigger the event as it's not a manual change.
Setting up the notification templates and mail alerts works for my other processes so my problem here is that I want to trigger a process when this field evaluates to true. My guess is some sort of daily scheduling of the process, but I couldn't find info on that either :(