Question

Automate recurring tasks

  • 12 January 2022
  • 2 replies
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Hi! I would like to automate a recurring task but I’m not sure if this can be done. I would like to set it up so that when a client changes to a specific contact type it will set up a task for me to call them every Thursday at 10:30. Can this be done? I’m seeing where I can do that on an individual client or where I can automate something to happen X number of days after the contact type is changed but not a mix of the two. Thank you!


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Hi @Molly P , The Copper embedded workflow automation is trigger based. So something needs to happen before a workflow will be initiated. More advanced features, like creating a repeating task that should continue until the Contact type changes again, can be done with more advanced workflow automation like using Zapier. Three60.io offers this kind of features as a managed service. Feel free to book a slot for a free consult.  

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Hi @Molly P, great question! I think we can break this down into three parts:

  1. Creating a task when a contact changes to a specific contact type
  2. Setting that task to be due on a certain day and time of the week
  3. Making that task repeat

As you mentioned, you can do this manually. You could automate parts of it with workflow automation, but not all of it. I’ll add more detail below.

If you needed the process completely automated, that is possible to do with an external automation solution like Zapier.

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Some notes on building this with Copper’s native workflow automation:

 

Creating a task when a contact changes to a specific contact type

The Trigger and Action for this is fairly straightforward. I’ll put an example below.


Setting that task to be due on a certain day and time of the week

For Due Time, you can simply add a field for your Action and fill in the time - see screenshot above.

Due Date is where this gets tricky. You mentioned that you want it to fire off each Thursday. However, our workflow automation doesn’t work on days or the week. So we’re not able to specify that the task should be due on a Thursday. We can specify that is should be due X number of days later.

In the example above we are setting the due date to 7 days later. So if the contact type was changed on a Monday, then the task will be due the following Monday at 10:30am.


Making that task repeat

Unfortunately, we’re not able to make a task repeat through workflow automation. This is something you would have to adjust individually once a task is created.

 

 

So as you can see, we can automate parts the task creation part but not some of the specifics. You could automate the initial task creation and then edit the task afterwards. Some folks will have workflow automation add a description to the task to help (“Reminder: adjust the due date and set it to re-occur weekly!”)

 

Let me know if that’s helpful :) 

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