Automation for update reminder

Yesim Yildiz
Yesim Yildiz Member Posts: 2 NEW MEMBER
in Workflow Automation #1

Hi all!

I have an automation for deals update reminder. This automation sends a reminder e-mail to users for their deals that have not been updated for 15 days. I recently learned from support team that it is not possible to create an automation to send a reminder to users for all of their deal records that have not been updated for some time. For instance, not 5 e-mails a day for each 5 of the deals, but only one e-mail for user's all deals. Also, it would be great if e-mails can include a link to go directly to the deal to update.

I wanted to share this here as well. It would be great for us to be able to do these.

I would love to hear your suggestions/opinions 😊

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Answers

  • Calum
    Calum Member Posts: 6 NEW MEMBER
    Name Dropper First Comment
    #2

    Have you tried just adding action to your automation to add a note to the deal and @ the owner, that would notify them of the new note.
    Not exactly what you want but least notifies them of doing something.

    @ 1Deal owner name

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