Self-paced

Remind Step to Complete Slate

Self-paced

Remind Step to Complete Slate

Get your documents completed, signed, and submitted by their respective recipients on time. Sounds good? With this airSlate Academy course, it’s a piece of cake. Learn how to set up automatic reminders to ensure timely document completion by the right signers and focus on more important tasks.

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About this course:

The course is aimed at those seeking to use their working time more efficiently. We’ll walk you through the process of setting up automatic notifications to remind your workflow participants to complete or sign documents.

By the end of this course, you’ll forget about unsigned contracts, missed deadlines on document completion, and so on.

What does this course cover?

In this course, you’ll find detailed guidelines on setting up automatic reminders to ensure specific documents are completed by the right recipients and within the established period of time.

Why was this course made?

We created this course to relieve you of repetitive manual reminders while helping you get your documents completed and signed on time.

Who can enroll?

Anyone can enroll in this course and we recommend doing so while getting to know airSlate better.

The materials for this course include:

  • learning resources to help you set up the Remind Step to Complete Slate Bot on your own.
  • quiz and assignments to consolidate the received knowledge.

What you will learn

How to ensure documents are completed by the right recipients
How to guarantee documents are filled out within the deadline by indicating time intervals for reminders
How to select conditions for reminders to be automatically sent
What to do if something went wrong with automatic reminders and how to reconfigure them
Enroll
Duration 15 minutes
Certificate A verified certificate is included
Subject The Remind Step to Complete Slate Bot
Level Intermediate
Language English
Price Free
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Earn a verified certificate to demonstrate the skills you gain

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Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

certifications
Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
certifications
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner

Stay organized with reminder emails

How much time do you spend on reminding your employees or colleagues to complete assignments? In reality, whether you realize it or not, it wastes a lot of time checking tasks, their status and then mundanely checking in with those responsible for them. With airSlate, 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 it being a very simple process, email reminders are more effective than phone calls because most don’t have time to answer calls. Everyone is always running somewhere and calls are distracting. Not to mention how much time you waste when you call and someone doesn’t pick up.

Additional benefits of using reminder emails:
  • Organizing tasks in the order they should be completed in and by who. 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.

Some tips to help you to create efficient reminder emails

The main goal of email reminders is to get people focused on completing the workflow. Creating a message that doesn’t clearly tell the recipient why they’re getting the reminder is a mistake. Follow our tips below on how to create an effective message.

  • Personalize your email reminders. Include the recipient’s name.
  • Don’t be dull. Write in an energetic way or include nice a joke.
  • Make sure that the recipient will clearly understand what you want from them.
  • Add a call-to-action button to help them complete the process faster.

Remember to always be checking feedback and improving your email reminders. The better you write — the better the results.

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 again, the issue with a connection to your workflow remains. So what are you 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, the only holistic business automation platform, send automatic email reminders AND implement workflow automation in your business at the same time.

How to send a reminder email in airSlate?

airSlate is a workflow automation software, so sending reminder emails is one of its many powerful features. Use it for internal and external communication for staying in touch with your entire organization and its connections. To start, you’ll need a Flow and to set up a reminder Bot — an airSlate software 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 Bots menu and add the Remind Step to Complete Slate 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 Step to Complete Slate Bot is a sure way to increase your team’s efficiency. To learn more about airSlate 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.

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Questions & answers

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 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 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 at any stage of a workflow. Try it out to improve communication between departments and make your operations move forward faster.

airSlate 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 Slate (a copy of documents sent out for execution), connect it to the Remind Step to Complete Slate 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 the Bot after you open a Slate and after it’s been edited.

The Remind Step to Complete Slate Bot in airSlate 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 Slate, Document, Tag, Revision, Recipient, etc., and add a few of them at the same time.

With airSlate, 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 Flow access rights, name, email, or position. To learn more about how to send a reminder email, take the airSlate Academy course on The Remind Step to Complete Slate Bot.

airSlate 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 pick a specific date using Bot Execution Conditions. It’ll help you take more control over workflow 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 reminder email Bot, airSlate offers different Bots designed to automate routine tasks (Automation Bots) and create a seamless ecosystem of tools by connecting airSlate with the software or services you already use (Integration Bots). To explore the complete list of Bots and their capabilities, visit the airSlate Bots page. If you want to learn the ropes of working with Bots, take our course titled Mastering Bots.

No. airSlate doesn’t charge any extra fees for adding an auto email reminder Bot. That fact also applies to other Bots offered by airSlate. You can use them as many times and for as long as you need.

Once your workflow is set up or imported from our pre-designed workflow library, you can check on the status of the reminder Bot right in the Slate. All you need to do is open Slate and locate the green tag. If it’s green it means that the Bot is configured properly. If you want to gain extra confidence configuring Bot and learn more about how to send automated emails, enroll in our The Remind Step to Complete Slate Bot course.