SMS
playbook Template

Send yourself a daily SMS reminder

This automation will send you a daily text message.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

When a scheduled event occurs
Trigger
Send text message
Action

Bardeen's automation playbook "Send yourself a daily SMS reminder" is a handy workflow that ensures you never forget your important tasks. By setting up a daily text message reminder, you can stay on top of your schedule and increase your personal productivity. Whether you're managing a busy workload or just trying to remember to take a break, this automation will keep you on track.

Here is how this workflow works:

  1. Schedule the event - Using Bardeen's built-in scheduler, you can set up a daily trigger for your text message reminder. Just specify the time you want your reminder to be sent, and this command will activate the next step in the workflow.
  2. Send text message - Once the scheduled event occurs, Bardeen will send a text message to your specified phone number. This is done using the SMS integration, which is a service that sends short message service (SMS) texts. You can customize the content of the text message to suit your reminder needs.

With this simple yet effective automation, you can keep your day organized and ensure you never miss an important task again.

Run this SMS automation with Bardeen in minutes.

How to run the playbook

Keeping everything in your head is overwhelming and, well, unreliable. 

Use this automation to send yourself a daily text message reminding you to do something.

Setting it up

Click on the “try it” button to activate the automation. You will be forwarded to install the Bardeen browser extension if you don’t have it yet. 

Then you will be asked to integrate text messaging. 

From here, you will need to specify when in the day you want to receive the reminder, your phone number, and the message.

And here it comes! 

Run this SMS automation with Bardeen in minutes.

Available actions & triggers

Apps:
Send yourself a daily SMS reminder
Send yourself a daily SMS reminder
Send yourself a daily SMS reminder
Types:
Both
Actions
Triggers
Send text message
Send text message
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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