Good day everyone,
So at our company, one of our department that is responsible for renewing customers company registration documents anually (based on their registration date), want to be able to create a reminder system that will remind them of each client renewal, but they want 3 reminders set per client. A reminder before the due date, one on the due date and another after the due date (as a follow up to ensure the department completed it) what do you all suggest is the best course of action to create a system to help them with such task?
I would create a scheduled flow that runs once a day.
Within that flow collect all the items that require a notification of the type before using the filtering opriont on actions.
As a separate step collect all the items that requrie a notification on the day
And finally collect all the items that are overdue.
Now send out the alerts for each of the type of alerts either as a single alert or as one alert per item.
I would start by creating the data layer. I was assuming that you already have the data somewhere. I f you need any further help then pleae fel free to contact me further.
Then follow with the process earlier described.
Hi @Chris_TT , if I may chip with an example. I would start with a SharePoint list. My very quick example just has 2 columns, one for the Client name and one for the NextReview date.
Then in Flow:
So this will send one email for each item in the Sharepooint list that is equal to the advanced reminder date, the next review date itself or the post review check date.
I'll post up screenshots of this shortly. Screenshots are below.
Come back with any questions.
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