Self-paced

Remind Recipients to Complete Documents

5
Star Rating
1994 students
15 minutes
How often do your customers or colleagues forget about or misplace documents? Relieve yourself from ever having to track down documents or deal with sending overdue reminders to recipients.
Remind Recipients to Complete Documents

About this course

This course walks you through the entire process of accelerating document completion and signing processes with automatic reminders. Completely eliminate the hassles of expired documents, unsigned contracts, or missed deadlines on document completion.

By the end of this course, you'll be able to configure and automate reminders so your most important documents are always top of mind for recipients.

What’s included?

lessons to explain how to start sending automatic reminders for recipients
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to ensure documents are completed on time and by the right recipients
How to send automatic reminders to complete documents for your recipients
How to adjust when exactly recipients should receive reminders

Who is this course for?

Anyone interested in ensuring seamless and timely document completion
Anyone looking to gain more control over their document workflows
Those who want to advance their career with new skills

More courses you might like

Learners who registered for this course also enjoyed these courses

What our students say

capterra-icon

Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

youtube-icon

Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

g2-icon

Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

Start learning today

Sign now for free
Start learning illustration

Stay organized with reminder emails

How much time do you spend reminding your employees or colleagues to complete assignments? Whether you realize it or not, you waste a lot of time checking tasks and their status and then mundanely checking in with those responsible for them. With airSlate WorkFlow, you can use automatic reminder emails and eliminate these monotonous tasks completely.

Why you should use automatic reminder emails

Despite the popular opinion that email is losing ground, it’s still a major part of modern marketing. It’s an easy way to stay in contact with your employees, colleagues, partners, and customers. Especially if you’re using automation. When you set up triggers correctly, each email is personalized and relevant to the recipient. Sending reminders that are unique, results in people opening their inbox more often, leading to better communication and efficiency.

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.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support

An automatic email reminder is a follow-up message sent automatically to remind recipients to take specific actions. It ensures that all parties involved in a particular business process are on the same page and don’t miss assigned tasks. Create automatic email reminders with airSlate Workflow and eliminate all bottlenecks associated with manual and repetitive business operations.

Any effective organization or business process requires the synced efforts of different people and departments. Auto email reminders can be used in a wide range of workflows from employee onboarding to contract management. They ensure that each recipient of the email reminder is sent to is informed about the pending issue or task and that the action is taken on time. It only takes a few steps to create reminders with airSlate Workflow at any stage of a process. Try it out to improve communication between departments and make your operations move forward faster.

airSlate Workflow gives you the possibility to create auto email reminders without using other third-party solutions or a single line of code. All you need to do is open the required document, connect it to the Remind recipients to complete documents bot, and put in the information about who, how, when, and under what condition a recipient will get a reminder to take action. You can start adding and configuring this bot after you open your document and after it’s been edited.

The Remind recipients to complete documents bot in airSlate WorkFlow operates on predefined, conditional logic. It means that it’ll automatically trigger actions based on a condition you preset. For example, you can set the bot up to send a reminder to a recipient “when the number of filled fields” will be “equal” to three. You can select from a variety of condition types such as tag, revision, recipient, etc., and add a few of them at the same time.

With airSlate WorkFlow, you can set a reminder to be sent to multiple recipients from the existing roles or to those that are not assigned to any role. In addition to that, you can take advantage of the bot execution conditions and select recipients based on their document access rights, name, email, or position. To learn more about how to send a reminder email, take the airSlate Academy course on the Remind recipients to complete documents bot.

airSlate WorkFlow lets you schedule one-time or recurring automatic reminder emails at any interval. You can specify a timeframe within which your recipients will receive them by using the bot’s general settings or by picking a specific date using bot execution conditions. It’ll help you take more control over document completion and ensure that nothing slips through the cracks.

In the event when you need to send automatic reminder emails repeatedly, you can create them at set intervals by hour, day, week, and month. To set them, you need to schedule your email alerts first and then indicate how often you would like them to reach your recipients. This way, you’ll keep everything up to date, and your recipients stick to the set deadlines.

Apart from the automatic Remind recipients to complete documents bot, airSlate WorkFlow offers different bots designed to automate routine tasks and create a seamless ecosystem of tools by connecting airSlate WorkFlow with the software or services you already use. To explore the complete list of bots and their capabilities, visit the airSlate bots page.

You can easily view bots log or use the tags to track how your reminders work to check the bot ran successfully. If you want to gain extra confidence in configuring your reminders and learn more about how to send automated emails, enroll in our Remind Recipients to Complete Documents course.