1.Detects daily reminder time
Integrate Schedule by Zapier and automation scheduling tools to check the configured morning time and trigger the reminder workflow.
Send 7-day follow-up reminders to client coordinators today
Automatically detect seven days since last contact across Google Sheets and route reminders across Slack. Send 7-day follow-up messages when the daily schedule runs—so you can notify coordinators, pull lead details, and include contact links without manual follow-up.
How this automation sends reminders at the right time
When seven days since last contact passes, coordinators can miss the moment to reach out and leads stall. This automation finds eligible leads, resolves the right Slack channel, and sends follow-up notifications—so coordinators can act same day.
Schedule by Zapieror swap with your favorite app
2.Finds leads due for follow-up
Integrate Google Sheets and spreadsheet filtering to find many rows and map the day-since-update filter to seven-day leads.
Google Sheetsor swap with your favorite app
3.Looks up routing channel id
Integrate Google Sheets and lookup tables to return the channel identifier that matches the configured routing key.
4.Sends Slack follow-up for each lead
Integrate Looping by Zapier and Slack messaging to iterate leads and send channel messages with lead details.
Looping by Zapieror swap with your favorite app
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