1.Detect new client records
Integrate MySQL and database connectors to find new client rows and map key client fields for KYC reminders.
Send targeted KYC reminder emails to new clients
Automatically monitor new client records in MySQL across Smartsheet and SendGrid. Create and update records when template keys are found, reminder emails are prepared, and delivery targets are reachedβso you can log KYC gaps, personalize outreach, and send compliant reminders without manual follow-up.
How this automation protects KYC compliance
When new client records are detected in MySQL, missed KYC follow-ups can create compliance risk. This automation monitors missing KYC signals and records them in Smartsheet and retrieves templates to send reminder emailsβso you can close gaps faster.
MySQLor swap with your favorite app
2.Logs client rows to worksheet
Integrate Smartsheet and compliance worksheets to add a row per client so audit trails are visible.
Smartsheetor swap with your favorite app
3.Fetch email template content
Integrate MySQL and reporting systems to look up template subject and body by template key for each reminder.
4.Sends reminder email
Integrate SendGrid and email delivery platforms to send the localized KYC reminder to the mapped client email.
SendGridor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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