Automate Your Deadlines with Dotify’s Smart Status Changes

Managing multiple deadlines manually can be overwhelming. Dotify’s automation feature simplifies this by allowing you to automatically update the status of a deadline and, if needed, trigger an email notification.

With just a few settings, you can ensure that deadlines move through your workflow without manual intervention, keeping both your agency and your clients informed.

How Do Dotify Automations Work?

Each 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 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 happens.

Why Use Dotify Automations?

? No More Manual Status Updates – Deadlines progress automatically.

? Timely Client Notifications – Ensure clients receive reminders at the right time.

? Prevents Missed Renewals – Keep everything under control without extra effort.

? Saves Time – Set up once and let Dotify handle the rest.

How to Set Up an Automation in Dotify?

Setting up an automation is simple:

Step 1: Open the Deadline’s Automation Settings

• Inside any deadline, navigate 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 you want 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 switch 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, easier, 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!