If you’ve ever wished Xplan could just “do it for you,” Scheduler is your answer.
It’s the engine behind the scenes that runs tasks, sends communications and triggers processes exactly when you need them.
What Is Scheduler?
Scheduler is Xplan's time-based automation tool. You set the rules and it does the rest – no reminders, no manual clicks, no missed deadlines.
What can it do?
Here’s how Scheduler can transform your workflow:
- Send reports to your inbox monthly: whether it’s a compliance summary or a business snapshot, Scheduler delivers it like clockwork.
- Email insurance schedules annually: keep your insurance clients informed with automated annual updates, no need to track dates manually.
- Prompt clients for review meetings: when a client is due for a review, Scheduler can send a personalised email asking them to book in, keeping your advice cycle on track.
- Trigger your ongoing service process: as soon as a renewal date hits, Scheduler can kick off your OSP workflow, ensuring nothing slips through the cracks.
How it works
Scheduler goes beyond automating tasks; it finds the clients who need action using saved search criteria, then performs multiple automation steps. These include:
- generating reports
- sending emails or SMSes
- updating field values
- creating diary events
- activating task templates
- and more!
Why it feels like AI
Scheduler is like having a virtual assistant who never sleeps. It scans your database, identifies who needs attention and executes the right actions without you lifting a finger.
Need help automating via Scheduler? Drop your questions below and let’s map out the triggers, templates and task flows that turn your processes into precision tools.
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