1.Runs weekly midpoint burn query
Integrate SQL Server and reporting tools to run the weekly custom query and map project identifier and burn metric fields to the workflow.
Send NPS contact reminder to project managers weekly
Automatically monitor midpoint burn window projects across SQL Server and Projectworks. Create and update NPS reminder records when burn matches, contact details are missing, or NPS status allows outreachβso you can notify project managers, update reminder status, and keep follow up on schedule without manual outreach checks.
How this automation protects NPS outreach timing
When midpoint burn projects lack contact details, outreach delays can break NPS schedules. This automation runs a weekly SQL query to identify eligible projects, filters by reminder rules, finds project managers, sends reminders, and updates NPS statusβso your team can proceed on time.
SQL Serveror swap with your favorite app
2.Fetches project contact and NPS flags
Integrate SQL Server and custom queries to fetch project custom fields and map contact present, NPS status, and do-not-send flags.
3.Filters to reminder-eligible projects
Integrate Zapier and conditional routing to continue only when contact email is missing, do-not-send is not set, and NPS status allows outreach.
Email by Zapieror swap with your favorite app
4.Looks up project manager user
Integrate Projectworks and user directories to find the project manager and return the work email for the reminder recipient.
Projectworksor swap with your favorite app
5.Sends templated NPS contact reminder
Integrate Email by Zapier and templated messaging to send the reminder with project context and a link placeholder plus a 48-hour request.
6.Updates reminder sent custom field
Integrate Projectworks and custom fields to update the project NPS status field to indicate the reminder was sent.
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