The following is an example of a Custom Process designed to automatically send a series of emails to applicable clients requesting quarterly reporting information. This automation is based on Job States for your clients, therefore it is important to keep Job States up-to-date so that the reminder emails are only sent to those clients who have not yet complied.
This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).
Importing this Custom Automation
Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
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