Automation module
Act before important dates
Configure four-step event alerts with alert selection, employee filtration, recipients and current/before/after frequency rules.
One focused workspace keeps the next action, ownership and connected records easy to find.
Act before important dates
What you can do
Automation
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The alert manual defines a four-step event alert plus subject/content settings.
Create a scheduled alert record.
Choose the event alert catalog item.
Select employees and filter by organization data.
Choose level, type, recipient and delivery channel.
Choose current/before/after offset and save schedule.
Configure subject, content and merge fields.