Workflow 4 of 6
Document Collection
Every Monday at 10:00 the suite chases clients for pending documents on email and WhatsApp. After three reminders it stops messaging and alerts your team to pick up the phone instead.
Trigger: Schedule - Monday 10:00 AM
Mehta Textiles
Bank statement (Sep), Purchase invoices (Sep)
Pending 4 days
Reminders sent
Patel Foods LLP
Sales register (Sep), TDS certificates (Form 16A, Q2)
Pending 18 days
Reminders sent
Verma Retail Pvt Ltd
Bank statement (Sep), Board resolution for AOC-4
Pending 2 days
Reminders sent
Idle
Weekly Monday 10:00 Document Chase
Pending Document Checklist
Reminded 3 Times Already?
Alert Team to Call Client (Internal)[TRUE - 3+ reminders]
Send Document Request Reminder[FALSE - under 3 reminders]
WhatsApp Document Reminder
Update Reminder Count in Tracker
Emails, alerts and logs
Nothing sent yet. Press Run to watch the workflow execute.
WhatsApp to clients
SCSoftSync CA FirmWhatsApp Business · outbox
Run the workflow to see WhatsApp messages go out.