Send Email Alert for Upcoming Assets and Loans Due for Return

This process involves creating a custom email and building a workflow. The workflow will send an email to users who have items with a return date in 7 days. The workflow will then send your custom email.

Note: This process is only available to users on the Pro and Business plans. Standard users are unable to build workflows in Reftab.

Create a Custom Email

  1. Click “Settings” > “Email Settings / Logs” > “New Custom Email“.
  2. Type your email text.
  3. Note that for this guide, we are using 7 days as a time frame of when to send this email. However you can use other timeframes in workflows. Simply update your text accordingly.
  4. Click, “Save Email“

Create a Workflow That Sends the Custom Email Weekly to the Loanee

This guide uses the example of a weekly workflow which means, your email will send once a week.

  1. Click “Settings” > “Workflow Automation” > “New Workflow“
  2. Trigger: Schedule
  3. Frequency: Weekly
  4. Date and Time: Monday 9:00am

Next, click “Add Condition“

Loan due date anytime after now

-Click “Add Row” again

loan due date anytime before next week

-Click “Add Row” again

loan status is out

Next, click “Add Action”

send email upcoming item due for return to asset’s loanee

Click “Save Workflow“