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“Her tasks lived in five places, and one always slipped.”

Every morning: what is due today → one message

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Now the day starts with 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

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Video cover: MORNING DIGEST

Short answer

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.

Tools
Make, Google Sheets, Telegram
Cost to run
3 Make credits (operations) per run

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

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

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.

  • Task log · task | client | due | status (Sent with the blueprint by email)

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

New to Make? Start here →

No Make account yet?The file imports only into Make. Signing up through the link gives you one month of Core free, and us a commission. The file works without the link.
Sign up for Make →paid link · we earn a commissionPaid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

The video

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Read more

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.

Questions

What does not work in "Every morning: what is due today → one message"?

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.

What do I have to fill in after importing the blueprint?

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

Which tools does it use, and what does a run cost?

Make, Google Sheets, Telegram. Each run uses 3 Make credits (operations).

Is the blueprint free?

Yes. The ready-to-import file is sent free to the email address you enter; the newsletter is a separate box you can leave unticked. The full build is on this page without any email. The file contains no connections and none of our ids, and works whether or not you use the paid Make link on the page.

Build your automation plan →Four questions, three automations ranked for your business.

Paid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

Next step

All automations →
EMAIL → TASK

Labelled email → task in the log → reminder

Tag an email with one label and it becomes a task with a due date and an alert. One screen for everything that is waiting.

MakeGmailGoogle SheetsTelegram3 ops/run✓ imported in Make
OVERDUE ALERT

A task overdue by 3 days → an alert to the consultant, not the client

Overdue tasks do not disappear, they sink. Once a day, every open task 3 days late surfaces in one Telegram message to its owner, before the client asks.

MakeGoogle SheetsTelegram3 ops/run✓ imported in Make
ERROR ALERT

A Make scenario fails → a row in the error log and a Telegram alert in seconds

Every failing scenario posts to one webhook: the failure is logged in an errors sheet and sent to you on Telegram with the error and the scenario link.

MakeGoogle SheetsTelegram3 ops/run✓ imported in Make

What will it cost? Make cost calculator →Build your automation plan →