Remind Recipients to Complete Documents Bot

Remind Recipients to Complete Documents Bot

Conserve time and optimize your business operations by dispatching automated notifications for workflow participants to generate and complete a Flow.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Remind Recipients to Complete Documents Bot does
The Bot sends an email reminder about Flow creation to people assigned to a specific Step in a Flow based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Remind Recipients to Complete Documents Bot
Install and configure the Bot to automate reminders and speed up the process of invoice, sales order, or contract creation.
Export Custom Values to Remind Recipients to Complete Documents Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, select the people you want to remind about document completion by ticking the relevant Step from the list. Then, choose when to notify the recipients and when to stop sending notifications, if necessary.
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., tell the Bot to only send notifications to a recipient with an email address you provide.
Get your reminders sent out
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Automated reminders will be sent to the recipients according to the configurations you’ve set.
Remind Recipients to Complete Documents Bot

Install the Remind Recipients to Complete Documents Bot to automate your document workflows

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Avoid delays with the form fill up reminder Bot

Automation software features software robots which (when configured) replace human labor when completing recurring tasks. They can instantly cope with high-volume tasks such as sending reminders to fill out forms, notifications for signing documents, binding documents, merging data, etc. Let’s look at an example of configuring the Remind Recipients to Complete Documents Bot. It’s best applicable to the departments that sign contracts with the customers or employees. Imagine that you need to sign a contract with a vendor. If the vendor is overwhelmed with work, you can simply configure the Bot to send a reminder for completing the form. If there are three negotiating parties, you can assign three roles and configure a robot software to send a reminder to every party. It doesn’t elicit any human effort.

Workflow automation spurs a clear upward trend in business management. The list of benefits that automation delivers includes:

  • Enhanced accuracy and quality
  • Reduction of human error
  • Eliminates backlogs and employee burnout
  • Allows for high volume production

Set up programmed procedures in a few simple actions

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Customize general configurations
Outline what exactly your Remind Recipients to Complete Documents Bot should do. Fill out all the required fields to make sure about the proper completing operations. Be aware: the ability to pick Bots activates after creating a new Flow and importing at least one form.
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Choose Bot activation circumstances
Determine conditions when your Bot need to activate. Define rules and connect activation circumstances with actions in documents and schedules, or user details.
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Fill out 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 keep the default parameters.

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.
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