Automated reminders to team for upcoming deadlines

Purpose

1.1. Automate the process of sending timely reminders to team members regarding upcoming project and task deadlines, ensuring all critical deliverables are met without manual tracking or follow-ups.
1.2. Automated reminders streamline project and task management workflows, making it easier for marketing agency professionals to stay updated and accountable.
1.3. Automating deadline notifications enhances transparency, reduces risks of missed deadlines, and optimizes team productivity in client service engagements.

Trigger Conditions

2.1. Trigger when a task due date approaches (e.g., 24, 48, or 72 hours before deadline).
2.2. Trigger for specific project milestones or status changes.
2.3. Trigger on incomplete status of assigned tasks on the day of deadline.
2.4. Optionally, automate trigger based on selection of project priority or custom labels.

Platform Variants

3.1. Slack
• Feature/Setting: "Scheduled Messages" via Slack API (chat.scheduleMessage) – set for targeted channel/user.

3.2. Microsoft Teams
• Feature/Setting: "Bot Framework – Send proactive message"; configure Teams channel ID and use Graph API /messages endpoint.

3.3. Gmail
• Feature/Setting: "Send Email" API (Gmail API /messages/send) with automated templates and user mapping.

3.4. Outlook
• Feature/Setting: "Create Event" or "Send Mail" (Microsoft Graph API /me/sendMail) – set reminders as calendar invites or email.

3.5. Twilio SMS
• Feature/Setting: "Send SMS" via Programmable Messaging API – configure to send automated alerts to users’ phones.

3.6. SendGrid
• Feature/Setting: "Send Single Email" (Mail Send API v3) – automate personalized reminders.

3.7. Asana
• Feature/Setting: "Task Reminder" through Webhooks – automate notifications on task due dates.

3.8. Trello
• Feature/Setting: "Due Date Reminder" via Trello REST API – automate card-based deadline reminders.

3.9. Monday.com
• Feature/Setting: "Automations Center – Deadline Reminders"; configure recipes to trigger notifications before due date.

3.10. Jira
• Feature/Setting: "Automation Rules – Scheduled Trigger"; set JQL filter for tasks nearing deadlines and automate alerts.

3.11. ClickUp
• Feature/Setting: "Automations – Due Date Arrives" trigger; send reminders using notifications or integrations.

3.12. Basecamp
• Feature/Setting: "Automatic Check-Ins" and "To-Do Reminders" – automate to-do list deadline notifications.

3.13. Notion
• Feature/Setting: "Database Notifications" via Notion API; automate reminders for upcoming due dates.

3.14. Zoho Projects
• Feature/Setting: "Custom Reminder" feature within task module; use API or in-app workflow automation.

3.15. Smartsheet
• Feature/Setting: "Automated Alerts" – configure workflow automation for reminders ahead of deadlines.

3.16. Wrike
• Feature/Setting: "Automation Engine – Date-based Triggers" to send reminders or @mention users.

3.17. Todoist
• Feature/Setting: "Scheduled Reminders"; automate push or email reminders on tasks.

3.18. Google Calendar
• Feature/Setting: "Event Notification API" – automate reminders for calendar events and deadlines.

3.19. HubSpot
• Feature/Setting: "Workflow Automation – Task Reminders"; configure internal notification actions.

3.20. Salesforce
• Feature/Setting: "Process Builder – Time-Based Actions"; automate email/notification reminders before Case or Task due date.

Benefits

4.1. Automated reminders reduce manual coordination, freeing up time for strategic activities.
4.2. Automating accountability minimizes chances of missed or late tasks/projects.
4.3. Automation ensures consistent follow-ups and boosts client trust in agency deliverables.
4.4. Automatedly maintains high team productivity and transparency across distributed teams.
4.5. Automator setup adapts to scalability needs as projects and user bases grow.