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Remind Recipients to Complete Documents Bot

Save time and streamline your business processes by sending automated reminders for workflow participants to create and fill out a Flow.
Try automation, it’s free!
What the 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
Install and configure the Bot to automate reminders and speed up the process of invoice, sales order, or contract creation.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 69 Templates
  • Used in 33 Workspaces
  • Installed 468 times in the last 30 days
  • 98% success rate
Star Rating
4.2 out of 5
(45 votes)
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Get your automated workflows up and running in minutes with the Remind Recipients to Complete Documents Bot. No coding required.

Set up notifications to be sent on delay or following a specific schedule
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 multiple conditions and tell the Bot to run when all or some of them are executed
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.
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View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Remind Recipients to Complete Documents Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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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.

Avoid delays with the form fill up reminder Bot

Back in the day, the optimization of business processes used to take months and sometimes even years. However, today automation can be achieved much easier and bear even more rapid results. Once you learn to employ and manipulate it, you will be able to boost business processes and speed up the company’s development.

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