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.

Recipe:

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

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