Bremen, Germany hashmat@bahadari.de bahadari.de

Automation

Automated customer communication

Reminders, invitations and greetings as designed emails – automatic, personal and on time.

BPMN: automated reminder sequence
Power Automatedailyfilter duerecordsstep?Email 1:reminderEmail 2:follow-upEmail 3:final noticeupdate statusin listData source: SharePoint list with one entry per contract, device or customer

Typical situation

Recurring customer emails are sent by hand or mail merge. Appointments get missed and emails look different in every client.

Solution

  1. Data sourceA list with one entry per customer, contract or device and a status for the stage reached.
  2. Reminder sequenceA daily flow finds due entries and sends up to three stages.
  3. DesignTable-based HTML templates in company branding that render cleanly in Outlook.
  4. PersonalisationSalutation, name and content are pulled dynamically from the list.

Benefits

  • Appointments are prompted reliably
  • Consistent, professional appearance
  • No external newsletter tool needed

Technical detail

Recurrence trigger, OData filters on status columns, Compose steps for HTML, status update after sending.

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