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Reminders keep your team on track or have Ari perform a task in the future without you having to remind him. Ensure nothing falls through the cracks. Ari lets you set one-time reminders for immediate needs and recurring reminders for ongoing tasks. Use them for payment follow-ups, contract renewals, customer check-ins, or any operational task that needs a regular nudge.

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One-Time Reminders

Set a reminder for a specific action on a specific date.
1

Decide the task

Choose what you need to remember
2

Set the date

Specify when you want to be reminded
3

Configure delivery

Ari can remind you in Slack at a specific time
4

Confirm

Ari confirms the reminder is set
5

Cancel

Ari can cancel any reminder you have set

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Example Commands

Be specific about what you need to do. “Follow up about invoice” is better than just “Follow up” because it gives context when the reminder arrives.

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Recurring Reminders

Set up reminders that repeat on a schedule: daily, weekly, monthly, or custom intervals.
1

Define the task

What will you do repeatedly?
2

Set frequency

Choose how often you need to be reminded
3

Choose start date

When should the first reminder be?
4

Optional: End date

Set an end date if the recurring task has a natural conclusion
5

Confirm setup

Ari confirms the recurring reminder is active

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Example Commands

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Payment Follow-Up Reminders

Set up reminders to follow up with customers about outstanding payments.
These reminders are separate from automated payment collection reminders. Use these for manual follow-up conversations.

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Example Commands

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Contract and Renewal Reminders

Never miss a contract renewal or important date.
For contract renewals, set a reminder at least 60 days before expiration to give you time for negotiations.

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Operational Task Reminders

Use Ari for any operational task that needs a regular reminder.

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Managing Reminders

View, edit, and cancel reminders as your needs change.

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Example Commands

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Reminder Delivery Options

Choose how you want to be reminded.
Ari sends you a direct message in Slack with the reminder. This is the default.
Ari can post the reminder in a specific channel so your team sees it.
Specify the exact time you want to be reminded (default is 9 AM in your timezone).

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Setting Delivery Preferences

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Team Reminders

Set reminders that notify your whole team, not just you.
1

Identify the task

What should the team remember?
2

Choose channel

Pick the Slack channel where the reminder should post
3

Set frequency

One-time or recurring?
4

Confirm

Ari confirms team reminders are set

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Example Commands

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Reminder Context

Include relevant details in reminders so your team has everything they need.
Include customer names, amounts, or action items in your reminder text so the context is clear when the reminder arrives.

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Snoozing Reminders

When a reminder arrives, you can snooze it if you’re not ready to act on it yet. Reply with a duration (“snooze until Monday at 9 AM”) and Ari reschedules it.

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Best Practices

  • Be specific: Include customer names, amounts, and action items in your reminder text
  • Set appropriate intervals: Weekly for collections, monthly for contract reviews, ad-hoc for one-time tasks
  • Lead time on renewals: Set contract renewal reminders 60-90 days in advance
  • Team visibility: Use channel reminders for shared responsibilities so nothing is missed
  • Regular review: Each Friday, review your active reminders and adjust as needed
  • Clear completed tasks: When you complete a task, cancel the reminder so it doesn’t keep firing
  • Link to Ari actions: When possible, mention invoice numbers or customer IDs so you can take action directly in Ari

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Integration with Other Features

Reminders complement your full AR workflow:
  • Collections: Set reminders to follow up with customers about payments
  • Invoicing: Remind yourself to send pending invoices
  • Contracts: Set renewal reminders to renegotiate terms
  • Subscriptions: Remind yourself to review paused subscriptions
  • Reconciliation: Monthly reminders to complete payment reconciliation