No MOM Add By Employee Send Reminder Mail to Employee

No MOM Add By Employee Send Reminder Mail to Employee

This automation rule is designed to send a reminder email to an employee if they have not added Minutes of Meeting (MOM) after a scheduled meeting. The purpose is to ensure that all important discussions and decisions from the meeting are properly documented for future reference.

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 no MOM Add By Employee Send Reminder mail to Employee rule belongs.

Lead Activity

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

Description

This field briefly describes the no MOM Add By Employee Send Reminder mail to Employee rule.

Status

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

Summary

The summary indicates that have to send a summary instead of individual mail of related missed Followup. Ex. suppose multiple employees missed follow-ups then if you mark it as a summary then the employee will be got one mail that indicates his/her missed X number of followup instead of individual mail for each missed follow-up.

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

Email Format:

Excel Format: