Automate your deadlines with Dotify’s smart status changes
Manually managing numerous deadlines can be overwhelming. Dotify’s automation feature simplifies the process by allowing you to automatically update the status of a deadline and, if needed, send an email notification.
With just a few simple settings, you can ensure deadlines move through the workflow without manual intervention, keeping both your agency and your clients informed.
How do Dotify automations work?
Every deadline in Dotify has an Automation section where you can define when and how the status should change.
For example:
You can change a deadline’s status from “To renew” to “Notified” 40 days before expiration.
You can enable email notifications so the client receives an automatic reminder.
You can customize how many days before or after the expiration the change should occur.
Why use Dotify automations?
No more manual status updates – Deadlines advance automatically.
Timely client notifications – Clients receive reminders at the right time.
Prevents forgotten renewals – Everything stays under control without extra effort.
Time savings – Set it up once and let Dotify do the rest.
How to set up an automation in Dotify?
Setting up an automation is simple:
Step 1: Open the deadline’s automation settings
Within any deadline, go to the “Automation” section.
Step 2: Define the automation rule
Select the current status of the deadline (e.g., “To renew”).
Choose the new status to assign (e.g., “Notified”).
Specify how many days before or after the expiration the change should occur.
Step 3: Enable email notification (optional)
Use the toggle to choose whether an email should be sent when the status changes.
If enabled, the email template linked to the new status will be sent automatically.
Final Thoughts
Dotify’s automation feature makes deadline management faster, simpler, and more reliable. By setting up automatic status changes and email reminders, agencies can ensure smooth operations and timely renewals, without the manual workload.
Start automating your deadlines with Dotify today!