How can I include specific client details in the follow-up tasks?

You can add specific client information or discussion points in the task descriptions. Provide the details, and they will be included.

Can I change the follow-up times and days?

Yes, you can set the follow-up tasks for any days and times that fit your schedule. Describe your preferred schedule, and DryMerge will customize the tasks accordingly.

Who uses this automation and for what purpose?

This is popular among sales professionals and account managers who need to ensure consistent and timely follow-ups with their clients.

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Microsoft To Do + Schedule by DryMerge

Set Bi-Weekly Client Follow-Up Tasks in Microsoft To Do

This automation helps ensure regular communication with your clients by scheduling bi-weekly follow-up tasks in Microsoft To Do. Perfect for sales professionals and account managers who need to maintain strong relationships with their clients.

Bi-Weekly Schedule

Schedules to trigger every second Tuesday at 11 AM.

Create Follow-Up Tasks

Creates tasks for bi-weekly client follow-ups.

See more Microsoft To Do to Schedule by DryMerge integrations or use AI to customize your automation.

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Set bi-weekly client follow-up tasks in Microsoft To Do"

Set bi-weekly client follow-up tasks in Microsoft To Do

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft To Do + Schedule by DryMerge.

Create Microsoft To-Do List

Creates a new list in Microsoft To-Do

List Microsoft To-Do Lists

Lists all the lists in Microsoft To-Do

Create Microsoft To-Do Task

Creates a new task in a Microsoft To-Do list

Update Microsoft To-Do Task

Updates an existing task in Microsoft To-Do

Mark Microsoft To-Do Task as Completed

Marks a task as completed in Microsoft To-Do

List Microsoft To-Do Tasks

Lists all tasks in a Microsoft To-Do list

New Microsoft To-Do Task

Triggers when a new task is created in Microsoft To-Do

Completed Microsoft To-Do Task

Triggers when a task is marked as completed in Microsoft To-Do

Updated Microsoft To-Do Task

Triggers when a task is updated in Microsoft To-Do

Delay by DryMerge

Delays an automation until a set date or for a set period of time

Scheduled Trigger

Trigger based on a schedule

App details

Microsoft To Do

Microsoft To Do is a cloud-based task management application. Create to-do lists, set reminders, and collaborate on shared tasks to boost productivity.

Schedule by DryMerge

Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.