CRM - Automation Notifying User about Tasks

By following this step-by-step guide, you will be able to set up an automation in CRM to notify users about tasks related to opportunities — including those that are already overdue.

🔹 1. Create an Automation

👉 Access the CRM:

Through the menu “Find Services”, type CRM.
Go to the section Automations.

👉 Start creating:

Click on “+ Create Automation”.

📌 Example: “Pending Tasks Notification”.

🔹 2. Configure and Save

✍️ Enter a Title

Choose a clear and descriptive name. Example: “Overdue Tasks Alert”.

⚡ Set a Trigger

Choose an event to trigger the automation. Example: Time of Day (09:00) → Every day the system will check the tasks.

🧩 Define the Condition

Select: “Does the owner have a task for the opportunity?”

YES → The user has open tasks.
YES WITH DUE DATE → There are overdue tasks.
NO → There are no pending tasks.

🎯 Choose the Action

The options are:

📧 Send Email
💬 Send WhatsApp
🔔 Send Internal Notification

💡 Tip: If you choose WhatsApp or Email, it is possible to use tokens (such as the opportunity name or deadline) to personalize the message.

👉 Configure the Action:

Describe what will be sent. Example: “Hello {{responsável}}, you have {{qtd_tarefas}} pending tasks in the opportunity {{nome_oportunidade}}. Keep an eye on the deadlines!”