Unit 4: Tell it the time · Lesson 2 of 2 · about 7 min

Schedule reminders that can still go out

You run a home services company. It is Sunday, Nov 1 at 6:00 PM. You send a text 24 hours before each job and another 2 hours before, but only for tagged customer jobs where the customer agreed to texts.

You're practising: Only scheduling reminders that are still in the future, and only for customers who can get them.

The mistake to catch: AI does not know what time it is, so it offers slots and reminders that have already passed.

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1. Open the prompt

Open Automate appointment reminders end to endand copy its prompt into your AI. Any AI works.

2. Give it this sample data

Right now: Sunday, Nov 1, 6:00 PM

1. Consult, Tue Nov 3 at 10:00 AM. Customer agreed to texts. Phone: 555-0101.
2. Service call, Mon Nov 2 at 1:00 PM. Agreed to texts. Phone: 555-0102.
3. Dentist (your own appointment), Mon Nov 2 at 9:00 AM. No tag.
4. Service call, Mon Nov 2 at 3:00 PM. Did NOT agree to texts. Phone: 555-0104.
5. Consult, Tue Nov 3 at 2:00 PM. Agreed to texts. No phone number.
6. Consult, Mon Nov 2 at 7:45 AM. Booked tonight at 5:30 PM. Agreed to texts. Phone: 555-0106.

Your task: Ask your AI which reminders to schedule (and when), which bookings get none, and why. Nothing is sent.

3. Paste your AI's answer

Checked in your browser with plain rules. Your answer isn't sent or stored anywhere.

+20 XP · 1-day streak

Passed. Here's one answer that also passes, to compare

Schedule
1. Consult, Tue 10:00 AM: 24-hour text Mon 10:00 AM, 2-hour text Tue 8:00 AM.
2. Service call, Mon 1:00 PM: the 24-hour text would have gone Sun 1:00 PM, already in the past, so skip it. 2-hour text Mon 11:00 AM.
6. Consult, Mon 7:45 AM: booked less than 24 hours ahead, so skip the 24-hour text. 2-hour text Mon 5:45 AM.

No reminders
3. Dentist: your own appointment, not a customer. Skip.
4. Service call, Mon 3:00 PM: customer did not agree to texts. Skip (call instead if needed).
5. Consult, Tue 2:00 PM: no phone number. Ask the customer for one.

Next: Summarize service calls and promises

Ready to use it for real? Set up Automate appointment reminders end to end.

Challenge a coworker: can their AI pass it too?

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Schedule reminders that can still go out

1. Open the prompt

2. Give it this sample data

3. Paste your AI's answer

Passed. Here's one answer that also passes, to compare

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