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Tracking ceremony status and progress updates

Purpose

1.1. To automate and streamline the tracking of Hindu ceremony booking statuses, progress updates, notifications, and documentation for clients, priests, and management.
1.2. The automation enables real-time progress monitoring of pujas, weddings, samskaras, and rituals, including stage milestones, document sharing, and feedback collection.
1.3. The full process includes automating ceremony scheduling, checklist completion, client notifications, rescheduling flows, priest allocation, logistical confirmations, ceremony step verification, and final completion status reporting.

Trigger Conditions

2.1. New ceremony booking is created or updated.
2.2. Ceremony progresses to a new milestone (e.g., puja materials ready, venue confirmed).
2.3. Priest marks a ceremony stage as completed.
2.4. Feedback is submitted post-ceremony.
2.5. Client or administrator updates booking information.
2.6. Automated reminders for pending approvals or tasks.

Platform Variants

3.1. Twilio SMS
  • Feature/Setting: Automate sending real-time SMS alerts; API: Messages/Create
  • Sample: Triggered when ceremony status updates for instant client notification.
3.2. SendGrid
  • Feature/Setting: Automate email notifications; API: Mail Send
  • Sample: Configure ceremony progress emails to clients & staff on milestone updates.
3.3. Google Sheets
  • Feature/Setting: Automate database management; API: Append/Update Rows
  • Sample: Automated logging of ceremony stages and completion statuses.
3.4. Airtable
  • Feature/Setting: Automate relational status tracking; API: Update Record
  • Sample: Ceremony data automatedly updated across workflows.
3.5. Slack
  • Feature/Setting: Automate team notifications; API: Chat.PostMessage
  • Sample: Automated alerts to internal teams when the ceremony reaches checkpoints.
3.6. Microsoft Teams
  • Feature/Setting: Automate group updates; Graph API: Send ChatMessage
  • Sample: Post ceremony milestone progress automatedly within team channels.
3.7. Trello
  • Feature/Setting: Automate card movement/status; API: Update Card
  • Sample: Automation moves cards as ceremonies progress to next steps.
3.8. Monday.com
  • Feature/Setting: Automate item status changes; API: Change ColumnValue
  • Sample: Automatically set ceremony status as each step is completed.
3.9. Asana
  • Feature/Setting: Automate task creation and completion; API: Tasks.update
  • Sample: Ceremony tasks automatedly created and closed during workflow.
3.10. Zoho Creator
  • Feature/Setting: Automate form workflows; API: UpdateRecord
  • Sample: Automator changes ceremony booking status fields as event progresses.
3.11. Salesforce
  • Feature/Setting: Automate opportunity/stage update; REST API: sObjects Update
  • Sample: Automatically synchronize ceremony status with CRM lifecycle stages.
3.12. HubSpot
  • Feature/Setting: Automate deal pipeline movement; API: Associations/Engagements
  • Sample: Update ceremony progress through pipeline automation.
3.13. ClickUp
  • Feature/Setting: Automate task flow; API: Update Task
  • Sample: Automated task and status transformations with each ceremony milestone.
3.14. Notion
  • Feature/Setting: Automate database page update; API: Update Page
  • Sample: Ceremony details automatedly updated for shared documentation.
3.15. Outlook 365
  • Feature/Setting: Automate calendar invites/emails; Graph API: SendMail/Events
  • Sample: Automatically send calendar and status updates to all ceremony participants.
3.16. Google Calendar
  • Feature/Setting: Automate event creation/updates; API: Events.insert/patch
  • Sample: Ceremony milestones automatedly scheduled and updated.
3.17. Discord
  • Feature/Setting: Automate progress announcements; API: Create Message
  • Sample: Automatedly notify community or volunteers of status changes.
3.18. WhatsApp Business API
  • Feature/Setting: Automate direct chats; API: Send Message
  • Sample: Ceremony updates and confirmations sent as WhatsApp notifications.
3.19. Zapier
  • Feature/Setting: Automate cross-platform workflows; Action: Update Record, Send Notification
  • Sample: Orchestrate multi-step automation processes for ceremony tracking.
3.20. Jotform
  • Feature/Setting: Automate form feedback flow; API: Webhook Submission
  • Sample: Automated feedback and completion forms upon ceremony close.

Benefits

4.1. Automates manual tracking for reduced human error and improved speed.
4.2. Automates client notifications for consistent engagement and transparency.
4.3. Automates internal coordination for faster decision-making and response.
4.4. Centralizes automatable data for enhanced visibility and analytics.
4.5. Automates progress reminders and feedback collection post-event.
4.6. Enables scalable, automated workflows for ceremonies of any size.
4.7. Reduces operational workload through advanced automating of repetitive actions.
4.8. Improves ceremony experience through timely, automated communication.
4.9. Allows for automated, auditable tracking of each stage in the ceremony lifecycle.
4.10. Provides robust, automated reporting for quality assurance and compliance.

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