Forum Discussion
I have something set up in my app where automated emails are sent to clients when we are waiting on information from them. So we'll request information, then for example 2 weeks later, an email will go out reminding them that we're still waiting for X.
I use Notifications for this, which trigger when a record is created or updated and there is a Pipeline that sets a status to overdue for all overdue tasks first thing each morning, that triggers a new task to say we've chased once or twice etc and that triggers the emails.
Since we use a table of tasks that act as child records to the main work records, it might not work as effectively in your situation, but there are ways to use pipelines and/or actions to trigger notifications effectively.
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Joe Alderson
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