Monthly Newsletter Submission and Reminder Workflow
Newsletter month starts. Team gets the ask. Non-submitters get chased on their own. No manual roll call.
The problem
"The person running our newsletter spent every cycle chasing the same three people who never remembered to submit. And she had to check the form manually to see who still owed her something."
The solution
One flow. Every input type.
On the cycle open date the workflow computes the current month label, due date (7th of the month), and reminder date (3 days before due). It sends the initial email to the full team with a link to the Microsoft Form. When the reminder date fires, it downloads the form's SharePoint spreadsheet, filters rows to the current month, computes who from the full recipient list is missing, and sends a reminder only to that subset. No one who already submitted gets pinged.
Results
Industry
Internal Ops / Content
Service type
Client Automation
Timeline
3 days
Tools used