🤖 AI Contextual Reminders Automation

What Can You Do With This Automation?

• Automatically trigger reminders based on contextual phrases such as “before the meeting” or “after the call”
• Send reminders for important deadlines and milestones based on predefined triggers
• Schedule reminders to follow up on emails or messages
• Customize reminder notifications for different teams and projects
• Utilize natural language processing to create smart, intuitive reminders

Use Cases For Contextual Reminders Automation

Contextual Reminders Automation can be used in various scenarios to enhance productivity and ensure nothing slips through the cracks:

• Ensuring timely preparation for meetings by setting reminders based on contextual phrases in calendar events
• Following up on key action items discussed in team meetings
• Prompting project deadlines and milestones based on relevant context in project plans
• Reminding sales teams to contact leads after specific events or communications
• Helping HR teams send reminders for performance reviews, compliance checks, and onboarding tasks

How To Use This Automation

1. Go to the “Automations” tab in your workspace.
2. Click ➕Add automation ➡ choose a template or start from scratch.
3. Click “➕Add Trigger” and define the conditions.
4. Click “➕Add Action” and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.