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

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 message — and whoever owns it sees it before the client asks.

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Video cover: OVERDUE ALERT

The problem

The task log looks tidy, but between the rows sit tasks a week past due that nobody touched. They surface when the client calls. By then it is not a delay, it is a trust problem.

What happens when it runs

  1. Schedule: every day 08:30
  2. Read the task log: status open, due more than 3 days ago
  3. Aggregate into one list: task · client · days overdue
  4. A Telegram message to the consultant (or the team group) — not to the client

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
  • Days overdue threshold (default 3)
  • Chat ID

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 appears every morning until it is closed. That is on purpose — but after a week the message becomes noise. If the same 10 tasks repeat, the problem is not the alert.
  • The alert does not distinguish "a day late" from "a month late" beyond the number. Tasks that are truly stuck need a decision, not a reminder.

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