# CRM - Automation Notifying User about Tasks

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

### 🔹 1. Create an Automation

👉 **Access the CRM**:

* From the menu **“Find Services”**, type *CRM*.
* Go to the **Automations**.

👉 **Start creation**:

* Click **“+ Create Automation”**.

📌 *Example*: “Pending Tasks Notification”.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXf3REOKIj_8paVgDPvxB6vAK23WjADeNo67eZUIHxlULbjddY8f9q2rtm3bD-W9AB0grIWbvSoKkU_fYjJVOJPbLZoP2gviXb3Lh1VL2b8B0gr6p-Ki1X34rr_FWQzWcV7Wf4AqdiQYz1vlbQrAaX__8J8t?key=cX1AWnUMmoTjgIxhJs5XRg" alt=""><figcaption></figcaption></figure>

### 🔹 2. Configure and Save

#### ✍️ Enter a Title

* Choose a clear and descriptive name.\
  \&#xNAN;*Example*: **“Overdue Tasks Alert”**.

#### ⚡ Set up a Trigger

* Choose an event to fire the automation.\
  \&#xNAN;*Example*: **Time of Day (09:00)** → Every day the system will check the tasks.

#### 🧩 Define the Condition

Select: **“Does the responsible person have an opportunity task?”**

* **YES** → The user has open tasks.
* **YES WITH DEADLINE** → 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.\
  \&#xNAN;*Example*: “Hello {{responsible}}, you have {{qtd\_tarefas}} pending tasks in the opportunity {{nome\_oportunidade}}. Pay attention to the deadlines!”

#### 💾 Save the Automation

After reviewing, click **Save**.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXe-_xueef8kJSIfk-4xREjARkM6DpEN9tZuEaKE9-6AvtdYOeaDvMVoyce5ZgcyPWzZoq97snimZkzjpDW6DJUypcFQZLhAzLei2Iz8p7oYNBSiQEkMcF81-ea9fA1lFnForw7mYm64eW8YCS5PN6pGT5GI?key=cX1AWnUMmoTjgIxhJs5XRg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXccXPSDNItc4m7bYye_BJY4B657LMagJuI_uMBpvwRN5yteqS8mpVi1aWnMlyL4DDn_6YLqULYr5k4SMuTkJj9Jjzw0ZRDvj1YckwewGN_cqv2LndytJNDJlMryxa9RsJklGUFG43XSfpGMfH4g0XwXy6Gc?key=cX1AWnUMmoTjgIxhJs5XRg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcDNFt_dXaxjj9KZIEcvY5JeHAcwfYk1ntQITPEC_UYDCE_2VkMgppI21Je-AcFPAESs50Op7uH1noop-EfjbPGqUm0bi6y9h0B8-RxSNIwRRvJco_y_5UXEklxmIRz_HEeAJVHRLRx0CGEooEQG9ymNhs-?key=cX1AWnUMmoTjgIxhJs5XRg" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/38da98443daa5b77e6b3eb96c30694ebd2ff9134" alt=""><figcaption><p>Action configuration screen - WhatsApp</p></figcaption></figure>

<figure><img src="/files/96a6fd9b1e66c20272cab9f7b6f50fe07e38267f" alt=""><figcaption><p>Action configuration screen - Notification</p></figcaption></figure>

### 🔹 3. Run the Automation

👉 Click on **“▶️ Play”** to activate.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXf-QKrrFLCPRqNM8miT1M2JcCq1J_kJTdPbep1OMgzgSIgXB2FfF1M5uJrpnfgtImFOqBAy6co1kFaVfMAo7j8jhfzPgmpkvPmxrmY2LQnjZ4Cr_hDZrHNlyR4pSUIATB88N6lehCaNcPC5DmZ3kVTT6VZF?key=cX1AWnUMmoTjgIxhJs5XRg" alt=""><figcaption></figcaption></figure>

### 🔹 Automation in the Funnel

It is also possible to create this same automation directly in the **Pipeline**:

* Go to the **“Pipeline Automations”**
* Click **“+ New Automation”**
* Repeat the settings.

✅ **Done!** Your automation is active and will ensure that users are always notified about important tasks, preventing delays and forgetfulness. 🎉


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