1.Detects 540-day milestone record
Integrate Airtable and database tools to trigger on the configured 540-day view and map advisor and milestone fields.
Send 540-day survey reminder email to assigned advisor
Automatically monitor 540-day milestone records across Airtable and trigger advisor outreach workflows. SendGrid emails after a 7 hour delay when advisor email is present, so you can deliver reminders, personalize subject lines, and standardize talking points without manual follow-up.
How this automation accelerates advisor survey follow-up
When 540-day milestone records are missed or delayed, the survey timing slips and families wait longer for guidance. This automation maps milestone details and advisor contacts, delays delivery by 7 hours, and sends the reminder email through SendGridβso your team can nudge at the right moment.
Airtableor swap with your favorite app
2.Delays email by 7 hours
Integrate Delay by Zapier and automation delays to wait 7 hours based on the mapped milestone date reference.
Delay by Zapieror swap with your favorite app
3.Sends survey reminder email
Integrate SendGrid and email delivery tools to send to the mapped advisor and include personalized talking points.
SendGridor swap with your favorite app
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