Question

Automated client requests for monthly jobs

  • 11 October 2023
  • 1 reply
  • 34 views

Userlevel 1

Hi there,

If we create a recurring monthly job, is there a way for it to automatically send the client request on say, the 5th day of the month without us needing to trigger anything?


1 reply

Userlevel 7
Badge +19

Hi @Dan McGrath, welcome to the Karbon community! 😁

That’s a great question, and yes, you can absolutely automate your client requests. Check out this help article as it does a better job than I could at explaining it. Instructions for automatic sending are a few sections down the document.

https://help.karbonhq.com/en/articles/1524688-send-client-requests

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