Workflow Reminders

What is a workflow reminder?

Workflow reminders automatically send follow-up emails when a trigger condition remains unresolved after a set time. This helps ensure timely action and reduces the need for manual follow-ups—especially when original workflow emails are missed or ignored.

This is especially useful when employees or managers haven't yet acted on the original workflow email.

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Supported Triggers

Reminders can currently be configured for the following workflow triggers:

• Skill action approval waiting

• Required / non-required skill is expiring soon

• Required skill is missing

• Required skill is missing or expiring soon

⚠️Reminders will only work for trigger actions that are activated after the reminder is configured. Existing open tasks won’t receive reminders retroactively.

⚠️If the workflow requires approval, every reminder email will also require approval.

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How to Configure a Reminder

1. Go to Organization > Workflow Configurations

2. Open or create a workflow

3. In Reminders section, click on Set reminder

4. A new modal will appear with the following options:

1

📅 Frequency

Choose how often reminder emails should be sent.

• Every X days/months/years

2

⏹ End Condition

Choose when the reminders should stop:

• After a specific number of occurrences

• Never (until the action is completed)

3

✉️ Actions with reminders

Select which actions should get a reminder

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Example: “Skill Action Waiting for Approval” Reminder

Let’s say you’ve configured a workflow for "Skill Action Waiting for Approval":

• You set a reminder to send every 5 days

• You leave the end condition set to "Never"

• You select the action: Email notification to: Approver

The result? If a skill update isn’t approved, AG5 will send a reminder email to the approver every 5 days until the action is completed.

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Resetting a reminder

If you need to reset a reminder (e.g. to start a new schedule or update the configuration), follow these steps:

1. Click Edit reminder

2. Change the frequency to Never

3. Click Save

4. Reopen the reminder settings and configure it again with the new values

This ensures that the previous reminder settings are cleared and replaced with the updated configuration.