Weekday morning Bigin task nudges in Slack
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.
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.
Additional information
What does this prompt do?
- Runs Monday through Friday at 8am and pulls every open task in Bigin that is overdue or due today.
- Groups tasks by owner and sends each person a personalized Slack DM with their list, due dates, and the related deal or contact.
- Includes a direct link back to each task in Bigin so owners can open it and act with one click.
- Skips people with zero open items so quiet inboxes stay quiet.
What do I need to use this?
- A Bigin by Zoho CRM account where your team logs tasks with owners and due dates.
- A Slack workspace connected to the same team, with company email addresses matching the ones used in Bigin.
How can I customize it?
- Change the schedule — daily, three times a week, or 7am instead of 8am.
- Adjust the window — include only overdue, or extend to tasks due this week.
- Tweak the tone and length of the Slack message, or add a nudge to an ops channel when someone has more than five open items.
Frequently asked questions
Does this work with Bigin by Zoho CRM specifically, or Zoho CRM too?
What if someone's Slack email doesn't match their Bigin email?
Will people get spammed on days they have nothing due?
Can I run this only on weekdays?
What shows up in the DM for each task?
Related templates
Stop letting Bigin tasks slip through the cracks.
Give every owner a two-minute morning nudge in Slack, only when they actually have something due.