Create Reminder Automation Processor

Overview

The Create Reminder automation creates CRM reminders/tasks for deals when they enter a specific pipeline stage. Supports various reminder types, priority levels, due dates, and assignments.

Source File: queue-manager/queues/deals/automations/reminder.js
Triggered By: queue-manager/services/deals/automations.js
Business Impact: HIGH - Task management

Processing Logic

sequenceDiagram
    participant AUTO as Automation Service
    participant QUEUE as Reminder Queue
    participant DEAL as Deals
    participant REMINDER as Reminders
    participant ACTIVITY as Activity Log

    AUTO->>QUEUE: Add automation job
    QUEUE->>DEAL: Find eligible deals

    loop For Each Deal
        QUEUE->>REMINDER: Create reminder
        REMINDER-->>QUEUE: Reminder ID
        QUEUE->>ACTIVITY: Log reminder activity
        QUEUE->>DEAL: Mark automation triggered
    end

Key Features

Reminder Types

• call - Phone call reminder
• email - Email reminder
• to-do - General task
• sales_navigator_in_mail - LinkedIn InMail
• sales_navigator_in_connection_request - LinkedIn connection

Configurable Fields

{
    content: "Reminder content/description",
    headline: "Reminder title",
    pinned: true/false,
    due_days: 7, // Days from now
    reminder_type: "call",
    priority: "high",
    assigned: userID, // User to assign to
    reminder_status: true/false // Completed status
}

Due Date Calculation

const dueDays = automation.data.due_days || 0;
const dueDateTime = moment().add(dueDays, 'days').toDate();

Validation

// Reminder type validation
if (
  ![
    'call',
    'email',
    'to-do',
    'sales_navigator_in_mail',
    'sales_navigator_in_connection_request',
  ].includes(reminderType)
) {
  throw new Error('Invalid reminder type provided.');
}

// Assigned user validation
if (assigned && !mongoose.Types.ObjectId.isValid(assigned)) {
  throw new Error('Invalid assigned id provided');
}

Reminder Creation

let obj = {
  account: accountID,
  created_by: userID,
  content,
  headline,
  deal: dealID,
  type: 'deal',
  due_date: dueDateTime,
  type_of_reminder: reminderType,
  pinned,
};

if (priority) obj.priority = priority;
if (assigned) obj.assigned = assigned;
if (reminderStatus) obj.status = 'done';

const reminder = await new CRMReminder(obj).save();

Collections Used

Input: deal-automation
Query: deal
Create: reminder
Create: activity

Use Cases

Example 1: Follow-Up Call

// Automation
{
  stage_id: "demo_scheduled",
  action: "create_reminder",
  data: {
    headline: "Follow-up call",
    content: "Call to confirm demo attendance",
    reminder_type: "call",
    due_days: 1,
    priority: "high",
    assigned: userID
  },
  delay: 0
}

Example 2: Weekly Check-In

// Automation
{
  stage_id: "negotiation",
  action: "create_reminder",
  data: {
    headline: "Weekly check-in",
    content: "Check progress on contract negotiation",
    reminder_type: "to-do",
    due_days: 7,
    pinned: true
  },
  delay: 0
}

Error Handling

Common Errors

1. Invalid Reminder Type: Not in allowed list
2. Invalid Assigned User: User doesn't exist
3. Invalid Priority: Not 'high' (typo check)

Performance

Execution Time: 200-600ms per deal
Complexity: MEDIUM
Lines of Code: 212