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Send Custom Reminder Bot

Keep your clients and employees in the loop on important events by automatically sending reminders with the Send Custom Reminder Bot. No coding needed.
Try automation, it’s free!
What the Bot does
The Bot sends a reminder to specific recipients based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automate reminders for important documents that require certain action.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 69 Templates
  • Used in 38 Workspaces
  • Installed 289 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Send Custom Reminder Bot. No coding required.

Configure Bot settings
First, select recipients who will receive reminders. Then, customize the frequency of reminders and set a specific date and time. You can also add multiple reminders and create a reminder message.
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., select an email and tell the Bot to send reminders when the recipient under that email opens the document.
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View the Bots log or use tags to check if the Bot ran successfully
Activate automatic reminders
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the recipients you’ve selected will receive a reminder.
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Install the Send Custom Reminder Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Set up automated operations in a few simple actions

Customize general options

Define exactly what your Send Custom Reminder Bot should do. Fill out all the required fields to ensure the appropriate finishing of operations. Take note: the ability to select Bots appears only after creating a new Flow and uploading a form.

Indicate Bot activation situations

Figure out triggers when your Bot should “wake up”. Set up rules and connect activation circumstances with activities in forms and dates, or user details.

Customize 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 leave the standard parameters.
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