Seeking Help for CRM Automation With Gmail Drafts and Due Dates
Hello - I’m trying to set up some automation for the agent to
- 1.
Scan the contacts on a specific Board in the CRM and filter those with due dates that are today (or in the past)
- 2.
Then prepare personalized drafts in Gmail with context from prior conversations
Issue if having is when I test the function, it just stops at the first item but I have about ~150 contacts that I want it to scan and filter only those with due dates in the past Is there anyone who can help?
