Automatic follow-up for overdue tasks

Purpose

1.1. Automate the process of monitoring tasks within branding agency projects to ensure no responsibility gaps.
1.2. Automate the identification of overdue tasks in real time to trigger action without human intervention.
1.3. Automate notification flows to avoid missed deadlines, supporting reputation and client satisfaction in professional services.
1.4. Automate escalation and follow-up workflows, prompting responsible team members or stakeholders with reminders or alerts.
1.5. Automate detailed tracking for project managers to review bottlenecks and automate reallocation of overdue tasks.

Trigger Conditions

2.1. Task reaches due date without completion status checked.
2.2. Status field for task is marked “incomplete” or “pending” post-due.
2.3. Workflow automates triggers at regular polling intervals (hourly, daily) or at the exact due date timestamp.
2.4. A project manager or automator sets custom rules for escalation based on client or task type.

Platform variants

3.1. Asana
• Feature/Setting: 'Webhooks' for updated_task, set endpoint to capture overdue events and automate reminders.
3.2. Trello
• Feature/Setting: Power-Ups Automation, “Due Date passes with card incomplete,” automate email or Slack notification.
3.3. Monday.com
• Feature/Setting: Automations Center, trigger: “When date arrives and status is not Done, notify” automates follow-up.
3.4. Wrike
• Feature/Setting: Integrate ‘Task Overdue’ trigger in Wrike Integrate, automate API call to notify user or manager.
3.5. ClickUp
• Feature/Setting: Automation recipes, “Task overdue > Send notification,” automate push or email.
3.6. Jira
• Feature/Setting: Automation for Jira, rule: “When Issue is overdue, then comment/notify assignee.”
3.7. Slack
• Feature/Setting: Incoming Webhooks, automate sending overdue notifications to a channel or DM.
3.8. Microsoft Teams
• Feature/Setting: Automated flows via Power Automate, "When task overdue in Planner, send Teams message."
3.9. Outlook
• Feature/Setting: Automate with Power Automate, trigger: overdue task, action: automated reminder email.
3.10. Gmail
• Feature/Setting: Gmail API, automate sending scheduled emails to assigned parties upon overdue detection.
3.11. Salesforce
• Feature/Setting: Process Builder or Flow, automates follow-up task creation when record is overdue.
3.12. HubSpot
• Feature/Setting: Workflows automator, trigger: overdue activity, automated personalized follow-up email.
3.13. Zoho Projects
• Feature/Setting: Blueprint or Automation, condition “Task overdue,” automate alert to user or group.
3.14. Basecamp
• Feature/Setting: Bots/API, automate check for overdue todo, email notification via integration.
3.15. Notion
• Feature/Setting: API with cron job, check for overdue status, automate notification via email/SMS using integration.
3.16. Todoist
• Feature/Setting: Filters & Auto-reminders, “overdue:true” filter automates follow-up action.
3.17. Smartsheet
• Feature/Setting: Automated Workflows, trigger: "When due date passed and status incomplete," automate notification.
3.18. Airtable
• Feature/Setting: Automations, trigger: "When record matches overdue," automate follow-up email.
3.19. Twilio SMS
• Feature/Setting: Programmable SMS, automate sending overdue task SMS alerts using API integration.
3.20. SendGrid
• Feature/Setting: Automate transactional email, trigger on webhook/cron, notify overdue task assignees.
3.21. Pipedrive
• Feature/Setting: Workflow Automations, overdue deal/task triggers automated email or activity.
3.22. Google Sheets
• Feature/Setting: Script triggers, “If due date < TODAY() and status not Done,” automate email/SMS using Apps Script.
3.23. Intercom
• Feature/Setting: Custom Bot workflows, automate chat message when client-facing task goes overdue.
3.24. Zapier
• Feature/Setting: Multi-step automations, trigger: “task overdue” from any app, automate compounded actions (SMS, Slack, email).
3.25. Make (Integromat)
• Feature/Setting: Scenario automate, watch task due date, automate multi-app notifications for overdue status.

Benefits

4.1. Automates routine follow-ups, freeing valuable professional services time for higher-level tasks.
4.2. Ensures timely client delivery and automates accountability; branding agencies meet and exceed SLAs.
4.3. Decreases overlooked deadlines by automating cross-platform reminders and notifications.
4.4. Automator replaces manual task monitoring, automating compliance with project standards and boosting productivity.
4.5. Promotes automatable coordination between teams and automates reporting on overdue trends for management insight.
4.6. Supports seamless branding project delivery, automating escalation to prevent project stagnation.