Automate your deadlines with Dotify’s smart status changes
Managing a large number of deadlines by hand can be overwhelming. Dotify’s automation feature simplifies the process by letting you automatically update the status of a deadline and, if needed, send an email notification.
With a few simple settings, you can make sure deadlines move forward 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 the status of a deadline from “To renew” to “Notified” 40 days before the deadline.
You can enable email notifications so the client receives an automatic reminder.
You can customize how many days before or after the deadline the change should happen.
Why use Dotify automations?
No more manual status updates – Deadlines move forward automatically.
Timely client notifications – Clients get reminders at the right moment.
Prevents forgotten renewals – Everything stays under control with no extra effort.
Time savings – Set it up once and let Dotify do the rest.
How do you set up an automation in Dotify?
Setting up an automation is simple:
Step 1: Open the deadline’s automation settings
• Inside any deadline, go to the “Automation” section.
Step 2: Define the automation rule
• Select the current status of the deadline (for example, “To renew”).
• Choose the new status to assign (for example, “Notified”).
• Specify how many days before or after the deadline the change should happen.
Step 3: Enable the 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 guarantee smooth operations and on-time renewals, without the manual workload.
Start automating your deadlines with Dotify today!
