A Smarter Way to Stay Aligned
The Reminder function lets you schedule and send email reminders automatically, helping you and your team stay aligned with deadlines, tasks, or any key events. Whether it's a document that needs review, a pending transaction, or a financial due date - Reminder has your back.
Set It, Schedule It, Get Notified
Using the feature is seamless.
1. Set a Reminder: When you're working within a document, transaction, or finance record, simply set a reminder by choosing a date and time.
2. Choose Recipients: You can send reminders to yourself, teammates, or any assigned users relevant to the task.
3. Get Notified by Email: When the time comes, Reminder sends out an automated, clearly formatted email with context and a direct link back to the item.
Built Into Every Corner of Your Workflow
The Reminder feature integrates directly into the tools you already use.
Documents
- Remind collaborators to review or approve.
- Set follow-up alerts for contract renewals or expiry dates.
Transactions
- Schedule reminders for pending actions or validations.
- Ensure no steps are missed in sales or procurement workflows.
Finance
- Get alerted for invoice due dates.
Clients
- Get timely alerts for upcoming client birthdays.
More to Come
This is just the beginning. We will work on future updates to make the Reminder feature even more robust. Soon, you’ll be able to set recurring reminders, receive in-app notifications, and view a history of past reminders for greater transparency and control.
Staying on top of details shouldn’t require constant manual effort. The Reminder feature helps you shift from reactive to proactive work by making it easier to follow through on what matters most. It reduces the need for ad hoc messages and repeated check-ins, giving your team more clarity and focus throughout the day. With less friction in communication, overall productivity improves. Just set a reminder, and let the system do the rest.