Meeting Missed By Employee

Meeting Missed By Employee

This rule is designed to send a summary report to all employees when they miss scheduled meetings. The report provides details about the missed meetings or complete the meetings promptly.

When the rule is activated, a summary report is generated, including information such as the employee's name, the lead's name, the Meeting due date, and the number of days overdue.

By implementing this rule, supervisors can receive timely updates on missed lead Meeting and take corrective actions to ensure that their team members are on track with their responsibilities.

Field Name

Description
Rule Title *

This is the name of the rule that you can use to identify it.
Automation Group *

This is the group of automation rules to which the Meeting Missed by employee rule belongs.
Lead Activity

This field specifies the type of lead activity that triggers the rule.
Description

This field briefly describes the Meeting Missed by employee rule.
Status

This field indicates the current status of the rule, whether it is Active or Deactive. By default, this Rule is active.
Summary

Summary indicates that have to send a summary instead of individual mail of related actions. Ex. suppose multiple employees missed Actions then if you mark it as a summary then the supervisor will be got one mail which indicates his team missed X number of Action instead of individual mail for each missed Action.
No Of Days

This field specifies the number of days after which a followup activity becomes due.
Till action not completed?  
Send To

The recipients of the summary report email, typically include all employees, supervisors, and clients. This field specifies the recipient of the summary report email.
Communication Type

Here you can select The type of communication used for missed follow-up activities, such as email, SMS, or Whatsapp.
Autoresponder

If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the email
Subject

Enter the subject of the email in this field. Make sure it is descriptive and summarizes the content of the email.
Message

Enter the main body of the email in this field. You can format The text, add hyperlinks and attach files as needed. You can Also, use email templates if available. Once you have entered the content, review it for accuracy and clarity before sending the email