Scheduled status update reminders for caseworkers

Purpose

1.1. Automate the process of sending scheduled status update reminders to caseworkers for open or pending missing person cases.
1.2. Automatedly ensures regular case progress, accountability, and prompt communication.
1.3. Reduces manual tracking and follow-up, enabling scalability and responsiveness in managing multiple investigations.
1.4. Integrates with CRM, email, chat, and task management systems to centralize all automatable reminders.

Trigger Conditions

2.1. Automate based on set intervals (e.g., daily, weekly) since last case update.
2.2. Automated trigger when a case’s status remains unchanged for a configurable period.
2.3. Automation fires when a new case is assigned or when deadlines for status updates approach.
2.4. Triggers may depend on centralized or distributed case data repositories, ensuring automating coverage across platforms.

Platform Variants

3.1. Microsoft Outlook (Calendar/Tasks)
• Feature/Setting: Automate Outlook calendar event creation and task assignment via Microsoft Graph API; configure with /me/calendar/events POST endpoint.

3.2. Google Workspace (Calendar/Gmail)
• Feature/Setting: Automates email and calendar reminders using Google Calendar API (Events.insert) and Gmail API (Users.messages.send).

3.3. Slack
• Feature/Setting: Automator posts automated scheduled reminders in channels or via DM using chat.scheduleMessage API.

3.4. Twilio SMS
• Feature/Setting: Automate SMS delivery with programmable SMS API (Messages.create method).

3.5. SendGrid
• Feature/Setting: Automates email reminders using Mail Send API (v3/mail/send endpoint).

3.6. HubSpot
• Feature/Setting: Use Workflow automations and Engagements API (POST /engagements/v1/engagements).

3.7. Salesforce
• Feature/Setting: Automate task and email reminders via Process Builder and REST API /services/data/vXX.X/tasks endpoint.

3.8. Asana
• Feature/Setting: Automates task creation and reminders using Tasks API (POST /tasks).

3.9. Trello
• Feature/Setting: Automator uses Trello API to create cards with due reminders (POST /1/cards).

3.10. Monday.com
• Feature/Setting: Automates notification and item reminders with GraphQL mutations API.

3.11. Zendesk
• Feature/Setting: Automates ticket reminders using Triggers and Tickets API (POST /api/v2/tickets).

3.12. Zoho CRM
• Feature/Setting: Schedule tasks and email reminders using Zoho CRM API Tasks module.

3.13. Airtable
• Feature/Setting: Automates scheduled emails and tasks using Airtable Automations and API (POST /v0/{baseId}/{tableName}).

3.14. Basecamp
• Feature/Setting: Automates tasks and pings using Basecamp 3 API’s To-dos endpoint.

3.15. Pipedrive
• Feature/Setting: Use Activities endpoint (POST /activities) for automated reminders and tasks.

3.16. Mailgun
• Feature/Setting: Automate email notifications with Messages API (POST /v3/{domain}/messages).

3.17. Freshdesk
• Feature/Setting: Automate email/SMS reminders via Workflows and Tickets API (POST /tickets).

3.18. Microsoft Teams
• Feature/Setting: Scheduled bot messages with Graph API and Teams messaging endpoint.

3.19. ClickUp
• Feature/Setting: Automates recurring task assignments and reminders using ClickUp API (POST /api/v2/task).

3.20. Notion
• Feature/Setting: Automates page/task creation for reminders using Notion API (POST /v1/pages).

3.21. Intercom
• Feature/Setting: Automate scheduled messages using Conversations API (POST /messages).

Benefits

4.1. Automates routine updates to reduce oversight risk and human error.
4.2. Automatedly increases operational efficiency and keeps caseworkers engaged and responsive.
4.3. Enhances data-driven accountability with trackable, automatable audit trails.
4.4. Improves compliance and transparency in case management through scheduled, documented automations.
4.5. Rapidly scales automating reminder workflows across all supported communication and task management platforms.