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Attach templates based on dates in transaction - Automate

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Carrie Soto

Requester

I would love if my templates could attach to my transactions once certain dates are reached. For example, a Pre-Closing template would attach 1 week before Closing or something like that. It would be nice to be able to apply these rules myself and choose the dates when certain templates would get attached.

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SkySlope Support posted 5 months ago Admin

Created By Carrie Soto

Requester

Yes, templates under the Tasks & Reminders section. I would love to create rules for those templates to apply to transactions on certain dates.

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Carrie!

Kylee from the Product team here at SkySlope. Thank you so much for reaching out! To clarify, are you referring to templates under the Tasks & Reminders section? Or are you referring to a different kind of template? Looking forward to hearing from you soon!

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