Purpose
1.2. Automate sending task-based deadline reminders, escalations for overdue items, and progress notifications to reduce manual oversight and missed deadlines.
1.3. Automate logging, visibility, and analytics regarding task assignments and completions for party and event project management optimization.
Trigger Conditions
2.2. Automated trigger on addition, update, or reassignment of a party planning task.
2.3. Automated pre-set scheduling to trigger deadline reminders 24, 12, and 2 hours before due dates.
2.4. Automated escalations if no completion mark detected within configurable grace periods.
Platform Variants
• Feature/Setting: Use Incoming Webhooks API to automate task and reminder messages to assigned users or channels.
3.2. Microsoft Teams
• Feature/Setting: Configure automated Adaptive Card delivery via Teams Bot Framework for assignments and reminders.
3.3. Trello
• Feature/Setting: Automate Card Assignment and Due Date Reminder via Trello API (`POST /1/cards/{id}/members` and Power-Up triggers).
3.4. Asana
• Feature/Setting: Automate `POST /tasks` and `POST /tasks/{task_gid}/addFollowers` for assignment and automatic reminders.
3.5. Monday.com
• Feature/Setting: Automate `create_item` and `change_column_value` API for assignment; set up automations on Date columns for reminders.
3.6. Google Calendar
• Feature/Setting: Automate event creation (`Events: insert`) and set notification emails for deadlines.
3.7. Outlook Calendar
• Feature/Setting: Automate event and reminder creation via Microsoft Graph `/me/events`.
3.8. Gmail
• Feature/Setting: Use automated scheduled emails via Gmail API (`POST /gmail/v1/users/{userId}/messages/send`) for reminders.
3.9. Twilio SMS
• Feature/Setting: Automate SMS notifications with Twilio REST API (`POST /2010-04-01/Accounts/{AccountSid}/Messages.json`).
3.10. Zendesk
• Feature/Setting: Automate ticket assignments and due date reminders via `POST /api/v2/tickets` and triggers.
3.11. ClickUp
• Feature/Setting: Automate task assignments and reminder comments via `POST /api/v2/task`.
3.12. Notion
• Feature/Setting: Automate page creation and update via Notion API; add reminders with property updates.
3.13. Airtable
• Feature/Setting: Automate task record assignment via API; use Scheduled Automations for sending reminders.
3.14. Basecamp
• Feature/Setting: Automate to-do creation and assignment via Basecamp API. Set up "Ping" reminders.
3.15. Salesforce
• Feature/Setting: Automate Task object creation and automated reminders using Process Builder or Flow.
3.16. Zoho Projects
• Feature/Setting: Automate task assignments via API and reminder notification automations.
3.17. Wrike
• Feature/Setting: Automate task creation and assignment, and schedule reminder notifications using Wrike API.
3.18. Jira
• Feature/Setting: Automate issue assignment (`POST /rest/api/3/issue`) and deadline reminder comments or email notifications.
3.19. HubSpot
• Feature/Setting: Automate task creation and reminders using Engagements API (`POST /engagements/v1/engagements`).
3.20. Mailgun
• Feature/Setting: Automate sending customizable reminder emails via `POST /v3/{domain}/messages`.
3.21. WhatsApp Business API
• Feature/Setting: Automate sending deadline reminders and assignments as templated messages with `/messages` endpoint.
Benefits
4.2. Automator eliminates repetitive manual assignment and reminder tasks, reducing human error.
4.3. Automation enhances transparency and visibility across distributed party planning teams.
4.4. Automating escalations reduces project risk and stress for party planners and clients.
4.5. Automation enables scalable resource scheduling as planning workload grows.
4.6. Automating integrations between platforms consolidates operations, saving time.
4.7. Automatable reports and analytics for continuous process improvement.
4.8. Automated notifications foster higher engagement and faster response rates.
4.9. Automation saves operational costs by reducing support burden.
4.10. Automator ensures standardized reminders and escalation paths every time.