Here’s a screenflow of an automation I created to manage weekly check-in’s with multiple clients.
Before doing this, I had to manually remember to send out multiple emails, remembering who’d replied, and who hadn’t - a very time intensive task.
Here’s a runthrough of the automation:
Clients are automatically added when signing up for a specified product with weekly contact. An email is sent out on a specified day and time, reminders can be added if no response/email open is recorded within timeframes, and multiple branches can be created for other staff members.
This automation has saved me hours of weekly repetitive tasks.
Any questions, feel free to ask.
