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Can I setup automation to email a customer on a recurring basis until a task is moved to a completed stage?

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Hi,
Yes, you can set up automation to email a customer on a recurring basis until a task is moved to a completed stage in Odoo. Here's how you can achieve this:

1.Create Automated Action:
Start by creating an automated action that triggers the email sending functionality. You can do this by navigating to:
Settings > Technical > Automation > Automated Actions
Create a new automated action with the appropriate conditions and trigger condition (e.g., based on a scheduled action or a change in task status). Configure the action to send an email to the customer.
2. Define Recurrence:
You'll need to define the recurrence pattern for sending the email. This can be done using the Odoo scheduler. You can schedule a cron job to execute the automated action at regular intervals (e.g., daily, weekly).
3. Include Condition for Task Status:
Within the automated action, include a condition to check if the task is still in progress. If the task has been moved to the completed stage, the automation should stop sending emails. This condition ensures that emails are only sent until the task is completed.
4. Configure Email Template:
Create an email template with the desired content to be sent to the customer. You can include placeholders for dynamic data such as task details, deadlines, etc.
5.Test and Monitor:
Once you have configured the automation, test it to ensure that emails are being sent as expected. Monitor the process to ensure that emails are being sent at the specified intervals and that they stop once the task is marked as completed.

By following these steps, you can set up automation to email a customer on a recurring basis until a task is moved to a completed stage in Odoo. This helps in keeping the customer informed about the progress of their task and ensures timely communication throughout the process.


Hope it helps

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Autor

Thank you. I am much closer now. I was able to find the automation, but not via the path you specified. I was able to access it from within Studio. There I was able to complete step 1.

Step 4, creating the email template, I was also able to do.

Step 2 Defining the recurrence I am struggling with. I can't seem to find a feature called Scheduler.

Autor

All set. I did not turn developer mode on. Now I see the technical menu and the scheduler. Thank you

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