This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Install the Remind to run workflow bot to automate sending out reminder emails when it’s time to send documents for a certain workflow.
Use case example: Let’s assume your company runs a comprehensive HR policy that aims at motivating staff to take the initiative in their career prospects and growth. In this regard, HR encourages employees to set individual goals for the year during the last month of the preceding year. Once you submit your goals, you will need to focus on their implementation during the next year until December. Afterwards, new goals for the next year should be set up. To avoid missing deadlines, you can configure the Remind to run workflow bot. It will remind you (several days before the submission date) to create a new form and fill it out.
How to set up
When does the Bot work by default:
Add the bot depending on your needs as described in this article. You may install this bot using All bots section.
Find the Remind to run workflow bot in the list of bots and click Install bot.
Action settings:
1.Indicate the email addresses of recipients or select the ones from the address book to receive a reminder to run the workflow.
Note: the recipient should have an account to initiate the workflow run.
Edit the default reminder message if needed, or feel free to enter your own text.
3.Decide when you want the reminders to be sent:
Days of the week
Days of the month
Every day
Custom settings.
4.Decide when the reminders should be stopped:
Never (if you don’t want to stop sending reminders)
On exact time (if you want the bot to stop sending reminders on an exact date)
After number of occurrences (the bot will stop sending reminders once the limit you indicated has been reached).
Conditions:
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings:
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.