Appointment reminder
Published 2026-08-27
You closed the chat. Tomorrow still has people on the list. Each one needs a reminder. You are the one who sends it, after the rest of the day is already done.
Your agents can take that leftover. They read tomorrow's list. They write the reminder. They send it. They mark that it went. Then they come back tomorrow afternoon and do the next day.
After the chat
The names are already written down. Times, addresses, who is on the job. That does not send the reminder. You still open the list and type the same note: we are on for tomorrow, here is the time, reply if that changed.
If you forget, they wait. If you remember late, you send it from the couch. If someone on the team was supposed to send it, you still check whether they did.
You paste one name into the chat and get one draft. The rest of the list is still yours. The chat cannot keep tomorrow's rows. It cannot send the mail. It cannot come back in the afternoon and do this again.
That is the leftover.
What your agents do
They keep the appointments on a board. Each row is a person, a time, and whether the reminder went.
Every afternoon a job runs. Your agents read tomorrow's rows. For each one they write the reminder from the row: who, when, where. They send it by mail. Then they mark the row so you can see it went.
If a time changed during the day, they use the board, not last week's note. If someone already got a reminder, they do not send a second one. If a row is missing a time, they flag it. They do not guess.
You can tell them to hold the send until you have read the first batch. They still write the notes. You still approve. After that they send, and you look at the board.
They come back to it every afternoon. You do not open the list to type the same six messages.
When someone replies that they need a new time, your agents put that on the board. The row is no longer "reminded." It is waiting on a new slot. You deal with the ones that moved. The ones that are still on stay marked.
Files, mail, a board, a job that runs
The appointment list lives on a board. The reminder is mail. The afternoon pass is a job that runs. If you want a copy on the job, they keep the note in the files.
The rest of the team opens the same board. You do not forward the chat to prove a reminder went. If you are still on a job, someone else can see which notes went out and which rows still need a time.
Hand it off
Copy this:
Set up Appointment reminder on Sails. Every afternoon, remind tomorrow's appointments and mark that we sent it. Use Jobs, Mail, Records. Ask me anything you need before you start.