1.Runs daily at 8:00 AM
Integrate Schedule by Zapier and scheduling tools to trigger the daily search batch for creating follow-up tasks.
Create 15-day post-close follow-up tasks for loan owners
Automatically run a daily check at 8:00 AM across Knack and Microsoft Outlook. Create and update owner follow-ups when daily batch begins, loans cross the 15-day mark, or follow-up flags stay unset—so you can create tasks, notify owners, and prevent duplicate follow-ups without manual duplicate work.
How this automation prevents duplicate follow-ups at scale
When the daily 8:00 AM schedule runs, overdue loan follow-ups can get missed or duplicated. This automation searches for qualifying loans, creates tasks and sends owner emails, then updates the source record—so your team can reduce follow-up gaps without manual checking.
Zeitplanung von Zapieror swap with your favorite app
2.Searches loans for follow-up eligibility
Integrate Knack and database search tools to search records and return loans past closing with follow-up flag unset.
Kniffor swap with your favorite app
3.Iterates over matching loan records
Integrate Looping by Zapier and automation logic tools to iterate record IDs and pass each ID to the next steps.
Looping mit Zapieror swap with your favorite app
4.Retrieves full loan details
Integrate Knack and data mapping tools to fetch loan details and map fields to task context.
5.Creates follow-up task records
Integrate Knack and task management tools to create a task with owner, title, notes, due date, and a loan link.
6.Sends email to the assigned owner
Integrate Microsoft Outlook and email templates to send an email with the task title, loan reference, and task link.
Microsoft Outlookor swap with your favorite app
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