Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Send Custom Reminder Bot does
The Bot sends a reminder to specific recipients based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Send Custom Reminder Bot
Install and configure the Bot to automate reminders for important documents that require certain action.
Export Custom Values to Send Custom Reminder Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, select recipients who will receive reminders. Then, customize the frequency of reminders and set a specific date and time. You can also add multiple reminders and create a reminder message.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email and tell the Bot to send reminders when the recipient under that email opens the document.
Activate automatic reminders
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the recipients you’ve selected will receive a reminder.
Try pre-built workflows to experience the Send Custom Reminder Bot in action
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
Other Bots often used with the Send Custom Reminder Bot
Set up automated operations in a few simple actions
Customize general options
Define exactly what your Send Custom Reminder Bot should do. Fill out all the required fields to ensure the appropriate finishing of operations.
Take note: the ability to select Bots appears only after creating a new Flow and uploading a form.
Indicate Bot activation situations
Figure out triggers when your Bot should “wake up”. Set up rules and connect activation circumstances with activities in forms and dates, or user details.
Customize Advanced settings
Change options in this block to set up additional settings and simplify the finding of data like block changes if something works incorrectly, etc., or leave the standard parameters.
