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