Skip to content
futureagent

Office and adminAutomation

Missing document reminders

The agent tracks in a spreadsheet the documents expected from each client (proof documents, signed contracts, bank details), follows up with those who haven't sent them at day 3 and then day 7, checks off what arrives and flags stalled files to you.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 10 am

  1. 1Check. Documents received since yesterday.
  2. 2Update. Check off what has arrived.
  3. 3Follow up. Polite message at day 3, then day 7.

Sample deliverable

Today's files

  • 3 documents received and checked off (Mercier bank details, Lemoine company registration, Orsay contract).
  • 2 reminders sent. The Valmy file has been stalled for 12 days: a phone call is recommended.
  • Message: Reminders sent and stalled files

Connectors

  • Google SheetsGoogle Sheets: track expected documents
  • GmailGmail: send reminders and spot received documents

Already set up for you

Reminders
Day 3, then day 7
Stalled
Flagged after 10 days

What you'll be asked

  • How should the reminders be signed?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (emails sent): Essential tier.

Learn more

In the same category