Track every open response window automatically
Runs daily, finds accounts whose response window is closing, and records each one as cleared or on hold so servicing resumes only under your configured policy.
Trigger: A scheduled daily check.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Daily checkTrigger
Runs every morning on a cron schedule.
- 2Find expiring windowsAction
Queries accounts whose response window is closing.
- 3For each accountLogic
Loops over every matching account.
- 4Response received?Logic
Branches on whether a response arrived in time.
- 5Mark window clearedAction
Flags the account so servicing can resume.
What it does for your team
Servicing resumes only on accounts that have cleared their response window
Accounts with an open response stay on hold automatically
A daily, hands-off sweep across the entire portfolio
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Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Runs daily, finds accounts whose response window is closing, and records each one as cleared or on hold so servicing resumes only under your configured policy.
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