Workflow for periodic profile update requests

Purpose

1. Automate periodic client profile update requests to ensure up-to-date records, personalized service, and compliance.

2. Enable the automator to send templated or customized messages requesting clients to update personal, delivery, or preference data as part of lifestyle concierge onboarding or ongoing management.

3. Streamline manual follow-ups and minimize gaps or outdated information that could impact service quality or client satisfaction.

4. Archive profile changes and automate compliance/logging requirements for regulated services.

Trigger Conditions

1. Automate scheduling (e.g., every 3, 6, or 12 months) based on client onboarding date, product/service renewal, or custom frequency.

2. Automatedly trigger upon client inactivity, prior profile update expiration, or post-significant client events (e.g., birthday or address change).

3. Automate manual triggers by staff for exceptional or ad-hoc verification needs.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate “Message” API; configure recurring campaign via Twilio Studio or Automations.
  
• Sample: POST to /Messages with reminder template, recipient mobile, schedule via Twilio Studio Flow.
  

2. SendGrid

• Feature/Setting: Use “Transactional Email” API to automate personalized update requests; define schedule in Automations.
  
• Sample: Schedule batch email with dynamic fields, using send-at parameter, /mail/send endpoint.
  

3. Slack

• Feature/Setting: Automate message posting with “chat.postMessage” to user’s Slack DM.
  
• Sample: Bot posts reminder in user channel per defined recurrence.
  

4. Microsoft Teams

• Feature/Setting: Automate reminder cards via “Incoming Webhook” in channel or user DM.
  
• Sample: POST JSON adaptive card message as a periodic flow.
  

5. Google Workspace (Gmail & Calendar)

• Feature/Setting: Automate scheduled email via Gmail API; automate Google Calendar reminders for follow-ups.
  
• Sample: Automator calls users.messages.send and calendar.events.insert for reminders.
  

6. HubSpot

• Feature/Setting: Automate workflow for “Contact Property Update” emails; schedule via HubSpot Workflows.
  
• Sample: Trigger “Update Profile” workflow with Property Update Request action.
  

7. Salesforce

• Feature/Setting: Process Builder or Flow automates emails/tasks for profile confirmations.
  
• Sample: Trigger Email Alert for periodic check-in; schedule with Recurring Flows.
  

8. Zendesk

• Feature/Setting: Automate ticket creation and email using Zendesk Triggers & Automations.
  
• Sample: Create scheduled ticket with user profile fields to confirm/update.
  

9. Intercom

• Feature/Setting: Automate outbound message campaigns for profile refresh via “Outbound Messages” API.
  
• Sample: Schedule auto-messages for selected segments.
  

10. Mailchimp

• Feature/Setting: Automated Journey trigger for profile update campaign.
  
• Sample: Journey sends periodic automated campaign with profile update CTA.
  

11. ActiveCampaign

• Feature/Setting: Automation recipes for follow-up emails; “Update Profile” forms linked in campaign.
  
• Sample: Scheduled Automation sends profile update request every X months.
  

12. Zoho CRM

• Feature/Setting: Automated Workflow for profile update tasks/emails using Deluge script.
  
• Sample: Workflow triggers email upon date field reaching preset age.
  

13. Monday.com

• Feature/Setting: Automate board notification or email for profile update; recur via Automations Center.
  
• Sample: Every X period, notify client via connected integrations.
  

14. Airtable

• Feature/Setting: Airtable Automations to email clients whose “Last Updated” field is aged.
  
• Sample: Runs automation filtered on last_update < today-90.
  

15. Notion

• Feature/Setting: Integrate with Notion API to automate reminders for workspace users.
  
• Sample: Automated comment or page update notification per date property.
  

16. Pipedrive

• Feature/Setting: Automate workflow to email/contact clients with overdue profile review.
  
• Sample: Automator checks custom fields, dispatches profile update request.
  

17. Asana

• Feature/Setting: Automated tasks/notification through Rules for contact profile refresh.
  
• Sample: If “Last Contacted” > 6 mos, automate task creation and assign follow-up.
  

18. Discord

• Feature/Setting: Automatable bot DMs through scheduled cron jobs or apps integration.
  
• Sample: Periodic bot message with link to profile form.
  

19. WhatsApp Business API

• Feature/Setting: Automator sends templated reminder message to contacts.
  
• Sample: POST to /messages endpoint with scheduled automation.
  

20. ClickSend

• Feature/Setting: Automate SMS/Email/Letter via ClickSend API; schedule campaigns.
  
• Sample: Batch send scheduled through /v3/messages/send.
  

21. SurveyMonkey

• Feature/Setting: Automated survey invitations as periodic profile update checks.
  
• Sample: Schedule collector to send survey link per contact recurrence.
  

22. DocuSign

• Feature/Setting: Automate signature or update confirmation requests via Envelope API.
  
• Sample: Pre-filled document sent on schedule.
  

23. Freshdesk

• Feature/Setting: Automate tickets and CRM notifications for periodic check-ins.
  
• Sample: Workflow creates ticket every quarter for assigned client.
  

24. Typeform

• Feature/Setting: Automated form invitation delivery (profile update forms) on schedule.
  
• Sample: Call Form Invitations API per contact schedule.
  

Benefits

1. Automates compliance, enabling uniform execution of update policies.

2. Automated reminders ensure high data quality and timely updates.

3. Automates follow-ups, freeing staff from manual tracking and outreach.

4. Automation increases client responsiveness and satisfaction via proactive engagement.

5. Automate data archiving and audit trails for regulatory compliance, reducing risk.

6. Automates multi-platform workflow for diverse client preferences.

7. Improves operational efficiency automating repetitive tasks.

8. Automation enables scalable, personalized concierge services.