1.Triggers daily at 09:00 AM
Integrate Schedule by Zapier and scheduling tools to trigger the daily reminder run on your renewal schedule.
Send daily upsell reminders to account managers via chat
Automatically schedule daily upsell reminder runs across Google Sheets and TimelinesAI. Identify expiring participants or locate the right shared chat or send account manager remindersβso you can protect renewals without manual follow-up.
How this automation protects renewal follow-up
When the daily reminder schedule hits, delays can stall upsell and renewal conversations. This automation finds expiring participants, locates the right shared chat, and sends reminder messagesβso your team can act on renewal windows without manual follow-up.
Schedule by Zapieror swap with your favorite app
2.Finds participant rows to remind
Integrate Google Sheets and spreadsheet filters to find rows and expose participant tokens for reminders.
Google Sheetsor swap with your favorite app
3.Loops through each participant
Integrate Looping by Zapier and data mapping tools to loop row values into message variables.
Looping by Zapieror swap with your favorite app
4.Finds the shared upsell chat
Integrate TimelinesAI and chat routing tools to locate the configured shared conversation for reminders.
TimelinesAIor swap with your favorite app
5.Sends the chat reminder message
Integrate TimelinesAI and chat delivery tools to send the message with mapped participant details.
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Explore all renewal reminders automations
Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks
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