Photo by Debby Hudson on Unsplash
Today I created my first Scheduled Flows and holy crap—game changer.
We had a recurring need to remind consultants about pending service requests if they hadn’t updated them within 5 days. Instead of sending reminders manually, I built a flow that checks every morning and fires off emails automatically.
Things that made this work:
Use a Scheduled Flow (not Record-Triggered)
Set your criteria in Get Records carefully so you're only working with the right records
Use Loop + Assignment + Email Action to send messages
It took a bit of trial and error to get the loop right, but once it worked, I just… sat back. And watched it run. Beautiful.
