When
Every weekday at 09:00 AM UTC.
Workflow starter brief
Chase clients for missing tax documents
Emails clients about the documents still missing on an Airtable checklist each weekday, counts every reminder on the row, and tells you on Telegram when a client reaches three.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Read the Airtable base and table ids you choose in setup, with the columns Client, Email, Missing Items, Times Chased and Last Chased.
- For each row with Missing Items whose Last Chased is not today, email the client a courteous reminder listing them with Gmail.
- Add one to that row's Times Chased and set Last Chased to today.
- Message the Telegram chat id you choose in setup with the clients whose Times Chased reached 3 today.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Ask a Telegram bot for your agenda and inbox
Replies to /today with your calendar and tasks and to /inbox with an email summary. Requires Telegram webhook registration with a secret token; one bot serves one workflow.
Agents should build your automations, not be them
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