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Send SMS Action

Send a scheduled check-in or send a message when a Member reaches a Workflow Task. For a Monday morning check-in, a Routine starts the Workflow for the selected Members; its Task triggers the Send SMS action.

Schedule a check-in​

  1. Create a Workflow with the Task that sends the check-in. Configure a workspace phone number to send the SMS.

  2. Open Actions and create a Send SMS action. Set its trigger to Task Entered, then select the Workflow Task.

  3. Select the sending Phone Number and enter the Message. For example:

    Hi {{member.first_name}}, how are things going this week?

    Use the Prompt Templates reference for variables available in this context.

  4. If the check-in should open a Chat that handles replies, enable Start a conversation after sending and select the Workflow that handles those replies. Otherwise, leave it as a one-off message.

  5. Save the action. Create an On-demand Routine for the sending Workflow and select its audience.

  6. Use Run Now for a test Member and check the message and, if configured, the reply Chat. Then enable the recurring Monday morning schedule in the intended timezone.

Send from an existing Workflow​

For an update during an existing Workflow, attach the same Task Entered action to the Task where the message should be sent. The action runs when the Member enters that Task; a separate Routine is only needed to schedule the Workflow's start.