Node: Create Team Reminder
How to use the Create Team Reminder node to schedule a personal heads-up for a member from a workflow.
The Create Team Reminder node schedules a personal reminder for an organization member inside the Team (internal communication) module. When the scheduled time arrives, the reminder is delivered exactly as if the member had created it themselves: it shows up as a card in their "With Me" self-chat with a push notification.
When to use it
- Reminding an agent to check something after an event ("when the survey closes, remind me in 1h to review the results").
- Notifying a salesperson to follow up on a deal after X time.
- Any automation that needs an internal heads-up aimed at one specific person, not a whole channel.
Configuration
- Note (required in practice): the reminder text. Supports variables.
- User (optional): who to remind. If omitted, the node tries to take the most relevant user from the trigger (e.g. the author of a Team message or the mentioned user); if none is found, it falls back to the workflow's creator; and if that creator can no longer be resolved either, it falls back to an organization "owner".
- Mode: "relative" or "absolute".
- Relative: uses Delay minutes from the moment the node runs.
- Absolute: uses an exact date/time (if it's already past, it's delivered on the next minute instead of being lost).
- Message ID (optional): anchors the reminder to an existing Team message; if not set, an anchor message is automatically created in the user's self-chat.
Example
A Team workflow fires when someone mentions a teammate with the word "review". You add Create Team Reminder with Mode = relative, Delay minutes = 60 and Note = Review what you were mentioned about in Team. An hour later, the mentioned person gets the reminder in their "With Me" chat.
Tips
- The recipient user must always be an active member of the organization; if not, the node returns an error and no reminder is created.
- For reminders at fixed times (e.g. "every Monday 9am"), use Absolute mode combined with a scheduled (cron) trigger on the workflow.
Troubleshooting
- The reminder never arrives: check that Delay minutes is greater than 0 (relative mode) or that the absolute date/time is well-formed.
- "Not a member of this organization" error: the resolved user doesn't belong to this organization's Team; explicitly set the User field to a valid member.
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