1.Triggers daily at 6:00 AM
Integrate Schedule by Zapier and scheduling triggers to start the run and check eKYC reminders on a daily cadence.
When schedule by Zapier runs every day at 6:00 AM, reminders can get delayed and reviewers can miss time-sensitive eKYC checks. This automation gets sheet rows, filters exact date matches, and posts a risk-channel message with a sheet link—so your team can respond faster.
Integrate Schedule by Zapier and scheduling triggers to start the run and check eKYC reminders on a daily cadence.
Integrate Google Sheets and spreadsheet lookup tools to pull recent rows and prepare them for date evaluation.
Integrate Looping by Zapier and row processing to iterate matched rows and evaluate each one individually.
Integrate Formatter by Zapier and date formatting tools to standardize the run timestamp into a comparison date string.
Integrate Filter by Zapier and spreadsheet filtering to continue only for loop items where dates are equal.
Integrate Slack and team communication tools to send a consolidated risk reminder with a call-to-action and sheet link.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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