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Remind Recipients to Complete Documents Bot

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Reminder
Remind Recipients to Complete Documents Bot

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.

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

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.

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.

Try pre-built workflows to experience the Remind Recipients to Complete Documents Bot in action

Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

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Vehicle Request

Administration departments use the Vehicle Request Flow to collect and automate requests from staff members wishing to use a company vehicle for official purposes.

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Online Subscription Request

The Online Subscription Request Flow is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

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Sales Quote

The Sales Quote Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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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.

How do you assign roles in remind?

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!

How do you add admins to remind?

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.

Can you have more than one admin on remind?

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.

How do I change ownership on remind?

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.

Can parents message each other on remind?

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.

How do I add to remind?

How do you add students on remind?

How do you get a remind code?

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: