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How to set up automated reminders and recurring reminders?

  • January 17, 2025
  • 1 reply
  • 31 views

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:

  1. 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.
  2. Recurring Notifications: If the report is not submitted, reminders should continue to be sent on Slack until the responsible person provides their report.
  3. 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.
  4. Compliance Team Notification: Once a report is submitted, the compliance team should receive a confirmation notification.
  5. 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.

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1 reply

Troy Tessalone
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Hi ​@Jaf 

Review the available Zap app triggers/actions and help links to help you get a gist of what should be possible to configure.

 

NOTES:

  • Not sure Notion is going to be the right tool to use to track and trigger notifications.
  • An app like Airtable may be better.
  • Airtable also has native automation that have native integrations with Slack.