1.Runs daily client sweep
Integrate Schedule by Zapier and scheduling tools to run the daily sweep and trigger downstream processing for client programs.
Send monthly program check-ins to each client channel
Automatically run daily client program sweeps across Google Sheets and Slack to find active program rows and map reminders. Send monthly or two-week check-in messages when program end dates approachβso you can keep outreach consistent without manual follow-up.
How this automation schedules client check-ins
When daily program schedules run, outdated end dates can cause check-ins to arrive too late or not at all. This automation finds active client programs, updates end dates, and posts the right monthly or two-week remindersβso your team keeps consistent outreach.
Schedule by Zapieror swap with your favorite app
2.Finds active program rows
Integrate Google Sheets and spreadsheets to find program rows and return client name, channel id, start date, program length, and status.
Google Sheetsor swap with your favorite app
3.Iterates through each client
Integrate Looping by Zapier and workflow automation tools to expose loop variables for each client record.
Looping by Zapieror swap with your favorite app
4.Skips non active programs
Integrate Filter by Zapier and conditional logic tools to continue only qualifying active program rows.
Filter by Zapieror swap with your favorite app
5.Calculates end date milestones
Integrate Formatter by Zapier and date calculation tools to compute end dates and derived check-in dates.
Formatter by Zapieror swap with your favorite app
6.Updates end date in sheet
Integrate Google Sheets and spreadsheets to update the row selector and write the calculated end date field.
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Allen Lai, Head of Customer Experience
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