Weekday morning Bigin task nudges in Slack

By General Input

Every weekday at 8am, each teammate gets a personal Slack DM listing their overdue and due-today Bigin tasks so nothing slips through the cracks.

Integrations

  • Bigin by Zoho CRM
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Every weekday at 8am, DM each Bigin task owner in Slack with the tasks they still need to close out today, so nothing slips.

Pull open tasks from Bigin by Zoho CRM using Query Records (COQL) on the Tasks module. Select id, Subject, Due_Date, Status, Owner.id, Owner.name, Owner.email, What_Id, and Who_Id. Filter for Due_Date on-or-before today AND Status != 'Completed'. Order by Due_Date ascending so the most overdue items surface first. Group the returned rows by Owner.email so each person is handled once. Module names are case-sensitive — the module is Tasks.

For each owner group, skip immediately if the group is empty — do not spam quiet inboxes. Otherwise take the owner's email and call Slack Bot's Look Up User by Email to resolve it to a Slack user id. If no Slack user is found for that email, log the mismatch and skip that owner (do not fail the whole run).

With the Slack user id, call Open a Conversation to get the DM channel id, then use Send a Message to post one short, personalized nudge. The message should greet the owner by first name, mention how many items they have (calling out how many are overdue vs due today), and list each task as a bullet with: the task subject, the due date (labeled 'overdue' if it's before today), the linked deal or contact if What_Id or Who_Id is set, and a direct link back to the task record in Bigin (built from the apiDomain and the task id). Keep it under about 10 lines — this is a nudge, not a novel. Slack mrkdwn only: *bold*, not **bold**, and <url|text> for links.

Use Slack Bot, not the user Slack integration — the workflow needs email-to-user lookup and should post as a shared bot, not any single person.

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