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futureagent

Office and adminAutomation

Annual service reminders

The agent spots customers whose annual service is due (boiler, heat pump, air conditioning, chimney sweeping), sends them a text or email reminder with a link to pick a slot, and sends you the filled schedule every week.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Every Monday at 9 am

  1. 1Spot. Services due within 30 days.
  2. 2Remind. Text with a booking link.
  3. 3Track. Slots booked.

Sample deliverable

Week 44: 18 reminders, 11 appointments booked
“Hello Mr. Durand, your boiler's annual service is coming up. Pick your slot here: … — Chauffage Bastide”

  • Message: Reminders sent and appointments booked

Connectors

  • Google SheetsGoogle Sheets: read the service contract file
  • ClickSendClickSend: send text reminders
  • CalendlyCalendly: let customers pick a slot

Already set up for you

Notice
30 days before the due date

What you'll be asked

  • Which spreadsheet lists your service contracts?

Who it's for

About 4 runs a month, simple task and 3 actions per run (emails sent): Micro tier.

Learn more

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