Remind Recipients to Complete Documents

Sending email reminders manually to each person is a senseless waste of time and effort. It makes much more sense to use automation. Set up your email reminders once, and then relax. Each email will automatically be sent to the recipient it was configured to be sent to. The only thing you have to understand is how the triggers that send emails work. After you’ve adjusted when your reminder emails will be sent, they’ll help you manage the workflow and keep everyone involved up to date.

In addition to being very simple, email reminders offer a nonintrusive way to communicate, ideal for busy individuals who may not have time for disruptive phone calls.

Additional benefits of using reminder emails:

• Organizing tasks in the order they should be completed and by whom. Organized duties lead to better work and due dates that get executed on time.
• Reducing unnecessary interaction in a meaningful way. By eliminating unnecessary phone calls or untimely messages, communication and effectiveness are enhanced.
• Optimizing team resources. When resources are used in the best possible way, extra benefits emerge, e.g., team members can focus on what’s important rather than creating reminders.

Useful tips to help you create efficient reminder emails

The main goal of email reminders is to keep people focused and on track with completing a workflow. Avoid confusing or vague messages that leave the recipient unsure of the desired action. Follow these tips for crafting effective reminders:

• Personalize: Include the recipient's name for a direct touch.
• Be clear and concise: State the required action and its importance.
• Include a call-to-action: Use a button or clear link to guide them toward task completion.
• Seek feedback: Monitor responses and open rates to improve your reminders continually.

How to choose a service for sending reminder emails

Finding the right solution for reminders is challenging. There are plenty of powerful platforms out there, like Gmail and Outlook, that have great features for sending email reminders. The problem is that they probably aren’t directly connected or embedded into your workflow in any way. There are also many web services, but the issue with a connection to your workflow remains. So, what are your options? You don’t have hours of extra time for finding and testing a bunch of random services. The best service is going to be the one that integrates completely with your workflow.

With airSlate WorkFlow, the only holistic business automation platform, you can simultaneously send automatic email reminders and implement workflow automation in your business.

How to send a reminder email in airSlate WorkFlow

airSlate WorkFlow is a workflow automation software, so sending reminder emails is one of its many powerful features. Use it for internal and external communication to stay in touch with your entire organization and its connections.

To start, you’ll need a workflow and to set up a reminder bot – an airSlate WorkFlow robot. First, upload any relevant documents or choose some from our Forms library (edit them with the editor). After you’ve chosen your docs and turned them into smart templates, go to the bot's settings, add the Remind recipients to complete documents bot, and set its triggers and conditions for sending reminder emails. To do so:

1. select the conditions that will trigger the bot;
2. define who the bot will remind;
3. create a custom message that the recipient will get.

With fully automated reminder emails, manually notifying people is a thing of the past. Setting up the Remind recipients to complete documents bot is a sure way to increase your team’s efficiency.

To learn more about airSlate WorkFlow and its bots, visit the airSlate Academy and take any of its numerous online courses. You’ll find everything you need to automate business processes of any complexity. Even get an automation architect certificate for each completed course, preparing you for a successful career in workflow management.