I’m looking to set up a Zapier workflow, here’s some further context:
I’m looking to set up an automated system for report reminders to ensure timely submissions without the need for constant manual oversight.
Key Requirements:
- Automated Reminders: Reminders should be sent automatically via Slack two weeks before a report's due date. For example, if the report is due on 31 January, the reminders start from 17 January.
- Recurring Notifications: If the report is not submitted, reminders should continue to be sent on Slack until the responsible person provides their report.
- Integration with a Submission Platform: The system should link to a platform (e.g., a Notion database) where employees can submit their reports. Once submitted, reminders should stop.
- Compliance Team Notification: Once a report is submitted, the compliance team should receive a confirmation notification.
- Reliability and Automation: The entire process should run smoothly and automatically, ensuring that deadlines are met without manual intervention.
This solution will streamline the reporting process, reduce manual follow-ups, and ensure timely submissions.
Any ideas on how I could set this up with Zapier, please let me know.
Thanks.