Automation Recipes

How Do I Create an Automation To Create an Appointment Reminder Task for Team Members?

This Time-based Automation will send appointment reminders to your team members.

Prior to creating this Automation, create a custom Task Type.


  1. Choose the "Time based" trigger type
  2. Select the "Task" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "Before" "Start Date"
  4. Select +Add Condition
    1. If "Task Type" is (choose appropriate Type)
  5. Select +Add Action
  6. Choose the "Create Task" Action
  7. Create your Task and choose the assignees, then click "Save"
  8. Save the Automation when you are finished

    Automations Time - Recipe 09 Action


Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.