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”.
🔹 2. Configure and Save
✍️ Enter a Title
Choose a clear and descriptive name.
Example: “Overdue Tasks Alert”.
⚡ Set up a Trigger
Choose an event to fire the automation.
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.
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.
Action configuration screen - WhatsApp
Action configuration screen - Notification
🔹 3. Run the Automation
👉 Click on “▶️ Play” to activate.
🔹 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. 🎉
