This block sends email to the knowledge owners.

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Step

Figure

Description

8.1

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No Operation block (Data operation)

Acts as a placeholder or starting point in a workflow. This is useful when you're structuring multiple blocks in parallel. It doesn't run logic, transform data, or trigger events.

8.2.1

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Connector (Data operation)

Creates a consolidated list of overdue documents as per the unique owner ID collected in step 7.3 from Block 7.

8.2.2

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Connector (Data operation)

Creates a consolidated document list with the following details that'll be included in the body of the reminder mail:

1. iManage Work link to the overdue document
2. Next review date for the overdue document



8.3.1

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Connector (Data operation)

Creates a consolidated list of documents whose review date is coming up as configured in Step 2.2 for Blocks 1 and 2.

8.3.2

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Connector (Data operation)

Creates a consolidated document list with the following details that'll be included in the body of the reminder mail:

  1. iManage Work link to the document whose review date is upcoming

  2. Upcoming due date for the overdue document

8.4.1

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Connector (Data operation)

Creates a consolidated list of documents whose review date is due today as per the unique owner ID collected in step 7.3 from Block 7.

8.4.2

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Connector (Data operation)

Creates a consolidated document list with the following details that'll be included in the body of the reminder mail:

  1. iManage Work link to the document whose review date is due today

  2. Due date for the overdue document

8.5

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iManage Work Connector

Fetches the knowledge owner’s details where we use their email IDs for sending the reminder email.

8.6

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Connector (Data operation)

Creates a HTML email body in the following format:
1. Due today
2. Upcoming
3. Overdue

8.7

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Office 365 connector

Sends an email as per the information captured in the previous step.