Roles Reminder Bot

The Roles Reminder Bot sends reminder email for signing or completing a Slate document based on recipient roles when certain conditions are met.

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  • Used in 69 Flows
  • Used in 33 Workspaces
  • Installed 468 times in the last 30 days
  • 98% success rate

The Roles Reminder Bot sends reminder email for signing or completing a Slate document based on recipient roles when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Roles Reminder Bot when you need to automate reminder emails to keep all workflow participants on track. For example, the Bot can be used to automatically send reminders to each new hire to complete an onboarding form under the ‘Employee’ role.
What the Bot does Sends a reminder email to recipients to complete or sign a Slate document under the specified role.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, specified recipients will receive reminder email to complete or sign a Slate document based on their role.

Commonly used conditions for when the Bot acts

  • When specific fields in a Slate document are completed/empty
  • When the date is equal to a specific month or day of the week

Requirements

To install the Roles Reminder Bot, begin by setting up a Flow

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Questions & answers

Select your name in the upper left side of your dashboard, and then click "Account Settings." Your role will be next to any school or organization you're in, and click it to change your role. If you are unable to change your role, reach out to the administrator at your school or contact support!

Choose the type of administrator you want to add. ... Once you choose the type of administrator you want to add, select the specific school from the drop-down you want to add them to. Then input their name and school email address, and click Add admin.

To be promoted to class owner, teachers need to first join the class with their full Remind accounts. Class owners can add up to 19 other owners to a class, but owners can only remove themselves. ... For this reason, we encourage teachers to reach out to potential class owners before adding them to a class.

On web, head to the Class settings tab, then click class owners to add them as an owner (and remove yourself). You will only see the ability to remove yourself as an owner once there is more than one owner. In the app, go to Class settings to add them as owner and then remove yourself as an owner for that class.

Introducing group conversations on Remind. ... With the new version of Remind, teachers are able to include up to 9 students, parents, or other teachers in a conversation. Students and parents can participate in the conversation through the app or over SMS or email.

Join by text: Participants text a unique class or school code to a Remind phone number. For U.S teachers, the Remind number is 81010. For example, if you wanted to join a class with the class code @math, you would text @math to 81010.

0:00 4:33 Suggested clip Remind 101 ~ How do I invite students and parents to join my class ...YouTubeStart of suggested clipEnd of suggested clip Remind 101 ~ How do I invite students and parents to join my class ...

Teachers can change a class code at any time on web or in the app. Click on the name of the class on the left-hand side of your Remind.com account, and then the settings tab. The code will be visible and editable here.

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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 Roles Reminder 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
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