Visit plans, reminders and reports — on autopilot

The scenario emails reps their visit plans at Mailjet, reminds them about open ones and sends the manager an AI summary of the reports from таблица.

  • Visit plans sent out automatically
  • Reminders for open visits
  • An AI summary of reports to the manager
  • Everything tracked in таблица
Google Sheets
Set it up for yourselfScriptera

How it works

To get Mailjet notifications in Google Sheets, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Schedule To Assign Work
  2. Then: Fetch MR Sheet
  3. Then: Send Plan Email to MR
  4. Then: Update row in sheet
  5. Then: Fetch Pending Records
  6. Then: Send Reminder Email
  7. Then: Update row in sheet1
  8. Then: Fetch Form Responses
  9. Then: AI Agent
  10. Then: Send Summary to Manager
  11. Then: OpenAI Chat Model
  12. Starts when: Schedule For Remind Pending work
  13. Starts when: Schedule for Summary Update

You can launch this Mailjet + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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