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Automate Your Weekly/Monthly Check-Ins

Ready to put your weekly and monthly check-ins on autopilot?

Duplicate this Notion page using the Duplicate button on the top right corner.
Then, follow the 3 steps below to “install” our automation template, get your automation up and running, and finally build your weekly and monthly check-in audit.
And if you have any questions or need help as you go through the checklist, feel free to send either of us (Mike or Daniel) a Twitter DM or contact us directly [email protected] - we’ll be happy to help!

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Quick Overview


Sunday Weekly Check In

Every Sunday, you’ll receive an email every week like this (with a link to an Airtable form)
notion image
Here’s a sneak peek of the Weekly Check-In Form Note: This form is for demo purposes only—please don’t fill it out!
 

Monthly Check In (last day of the month)

Every last day of the month, you’ll receive an email like this email (with a link to an Airtable form)
notion image
Here’s a sneak peek of the Monthly Check-In Form Note: This form is for demo purposes only—please don’t fill it out!
 

Step 1: Duplicate our Airtable database template


Open our Airtable template on a separate tab and click on Copy base to duplicate it to your Airtable account

Once you’re done duplicating our Airtable template to your workspace, move on to the next step!

 

Step 2: Set up your prefilled Airtable forms


Complete a (test) Airtable Form submission for Monthly and Weekly

Once you’re done prefilling your Airtable forms, move on to the next step!

Step 3: Copy and set up our Zap template(s)


Login or sign up for Zapier
Copy both Zap templates to your Zapier account
Instructions: How to set up the Monthly Check In Zap
Click “Try this Zap”
  1. Click on the Trigger step
  1. Make sure it’s set to Every Month
  1. Choose the Day of the Month and Time of Day (e.g. last day of the month at 5 p.m.)
  1. Fill out the fields in Purple boxes
    1. Monthly Check-In Reminder HTML code to put in Gmail
      1. 🚨
        IMPORTANT: Replace the MONTHLY Airtable Form URL with yours
        <p>Hey Mike, <br>
        <br>This is your Monthly check-in reminder.<br>
        <br>Your future self will thank you. It'll take one minute to fill this out:<br>
        <br><b>Link:</b>
        <a href="https://airtable.com/shrm8eTcNRrJeFXbT?prefill_Check-In%20Type=Monthly">Monthly Check-In Form</a></p>
  1. Test Action and you’re all set!
The instructions are identical as Zap #1 except for this!
  1. Use the HTML code below for the weekly check-in reminder
  1. The dates — this will be a weekly check-in. You can set it up for Sunday at X PM. (Choose whatever time/date fits you in Zapier).
 
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IMPORTANT: Replace the WEEKLY Airtable Form URL with yours
<p>Hey {your name}, <br>
<br>This is your weekly check-in reminder.<br>
<br>Your future self will thank you. It'll take one minute to fill this out:<br>
<br><b>Link:</b>
<a href="https://airtable.com/shrN19eLOzwSDiOEA?prefill_Check-In%20Type=Weekly">Weekly Check-In Form</a></p>
  1. Test Action and you’re all set!

Once you’re done setting up your Zap templates, you’re all set!

And that’s it - let us know when complete your first check-in!