Automations → Every morning: what is due today → one message

MORNING DIGEST

Every morning: what is due today → one message

At seven in the morning one Telegram message arrives with every task due today, by client. One screen to open the day, instead of five.

MakeGoogle SheetsTelegram3 operations / run✓ Imported successfully into our Make account
Video cover: MORNING DIGEST

The problem

Today's tasks are scattered across a calendar, a sheet, emails and memory. The morning starts with collecting, not working. What was not collected comes back to mind in the evening.

What happens when it runs

  1. Schedule: every day 07:00
  2. Read the task log: due = today, status open
  3. Aggregate into one list, sorted by client
  4. One Telegram message — or "nothing due today" if the list is empty

The tools inside

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

  • The task log spreadsheet id
  • Columns: task, client, due, status
  • Chat ID
  • The send hour

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

How to import (2 minutes)

  1. In Make: Scenarios → Create a new scenario
  2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
  3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
  4. Replace every value in double curly braces ({{…}}) with your own from the list above
  5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

The video

What does not work in it

  • An overdue task that was never closed will not show — the filter is "today", not "up to today". Change it to "less than or equal to today" to see what slipped.
  • A list of 40 tasks in one message does not get read. Above 15, shorten to titles only or split by client.

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