How to send a timed reminder by Automate.io

Alexander Gao Updated by Alexander Gao

The webhook function is for premium account, please consider your demands if you are going to follow this article and subscript Automate.io.
Prepare Landbot
  1. Firstly, we have to make a little flow for collect information, like name, email, date, etc.

The information that we collect, will be stored in variables, that we will send to Automate.io. As in the example below, we are storing the name input in the variable @name, that we will use later

  1. Then after the Email block, we have to create a Set Variables block

  1. To set the time we want to send the reminder, we have to use the variable we set in the date block, and with an hour:
  1. Then let's set a Trigger Automation block.

Create Automate.io bot
  1. After set a Trigger Automation block, let's open Automate.io, and log in:

  1. We need to do is press Create a Bot:

  1. Then search Webhook, then click on its icon:

  1. In the method, choose Incoming hook:

  1. Then let's click on Setup Webhooks:

  1. Later it will display this page:

  1. Click on the button of Copy:

  1. Then click on the button of I'm done

Prepare Landbot request to Automate.io
  1. During the time it waits for the datas, let's open Landbot:

  1. Then paste the URL to Trigger Automation block:

  1. Now we are going to set values for the variables we want to send to Automate.io.
  1. And click on Test the request button:
  1. If you scroll down, you will see the response from Automate.io:

  1. As long as the status code is 200, means our request is successfully sent.

In Automate.io check request data
  1. Now we turn back to Automate.io:

Now we have seen below appears new fields. Means Automate.io has received our variables.

Yes, the @name, @email, and @age are the same as we sent to Automate.io:This is how the trigger works, we send variables to Automate.io, they receive, and when we try to test it as we did in step 15, it will be shown.

  1. And now click on the button of Looks Good,

  1. Let's go back to Automate.io:

  1. We will find below Outputs Fields, there are the variables we sent to Automate.io

Use Formatter to adjust the standard format
  1. In the action, select Formatter:

  1. Now select format date:
  1. Drag the output Time to the action input:

  1. When we select the date format, please take care of that has to be the same you set in the Date block, otherwise Automate.io won't recognise the format and the flow will be stopped. And also please pay attention to the hour format.

As you can see here, since we selected DD/MM/YYYY HH:HH in Landbot, so here we also selected the same format, and here you can just leave the timezone as UTC
  1. Then we sent the output with the standard format of Automate.io, because in the following steps, which is the timer action, it only recognise the standard format:

Set the timer action for the reminder
  1. Now we have to click on the plus button to add another action:

  1. Now select the action as Timer:

  1. Then set the action to be done as Wait Until:

  1. Drag the output of Formatter to Date/Time:

  1. Then set the timezone:

Set the action of Send Gmail
  1. Repeat the 29th step, to add another action:

  1. Then set the action as send Email via Gmail:

  1. After authorize the account, choose the only action to be done, send Email.

  1. Then set the name and the address of sender:

  1. Drag the name and the email that we got from Landbot to send Email:

  1. Final step is set the subject and the text:

  1. Now the flow is done, now let's click on the button of Save:

  1. Turn on the bot:

Test the flow:
  1. Now we turn back to Landbot, set time which is close to the actual hour:

  1. Then go to Share>Share with a link> Open:

  1. Complete the chat:

  1. When the time is up, the email will arrive:

Development: Campaign case

Also, this action can be used with the case if you want to do a campaign. But we still need to do something more to achieve this case.

Suppose we start a campaign now, and for the users, the start date is the third day after register in the bot, then we need to send him a reminder on the second day. Now let's add something based on the bot we created above.

  1. Disconnect the email block and the set variable block temporally, then create a formulas block:

  1. Inside of formulas block we have to use the Addday formula, and set the result as a variable:
AddDays(&date[today],2)

  1. Now we only have to do an adjustment inside of set variable block, delete @date_selected, replace it with @date_reminder, which we set at the formulas block:

Also in this case the date block is not that importante to save it here. So we can delete it, the flow will also work.

How did we do?

Automate.io trigger

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