Reminders Connector

Overview

Get reminders to review documents, follow up on tasks, and stay on top of deadlines.

Setup

1. Connectors → Reminders
2. Select reminder frequency
3. Choose notification method
4. Configure categories
5. Save

Reminder Types

Document Reminders

• New documents added
• Analysis complete
• Pending review
• Expiring documents

Action Reminders

• Upcoming deadlines
• Incomplete tasks
• Agent failures
• Quota warnings

Notification Methods

• Email (default)
• In-app notifications
• Desktop notifications
• Slack (if connected)

Customize Reminders

1. Settings → Reminders
2. Select reminder type
3. Choose frequency
4. Add custom labels
5. Save

Best Practices

• Set reminder 1 day before deadline
• Group similar reminders
• Use labels for organization
• Review and adjust regularly

See Connectors for more options.