LogoLogo
AG5.comSupportRequest a demo
  • Helpcenter
  • AG5 API
  • Release notes
  • Roadmap
  • Welcome to AG5
  • Getting started with AG5
    • What is AG5?
    • Getting started with AG5
  • Skills matrix
    • Skills matrix basics
    • Skills gap analysis
  • skills
    • What is a skill?
    • Skill libraries
      • Global skills library
    • Skill requirements
    • Skill planning
    • Rating scales
    • Skill results
      • Results approvals
    • Level descriptions
    • Requirement exemption
    • Skill revocation
    • Custom fields
    • Prerequisites
  • Employees
    • The skills portfolio
    • Employee position
    • How to create a new employee
    • Organizational structures
  • Expert finder
  • Alert list
  • Accounts, roles, and permissions
    • User accounts
    • User account examples
    • Troubleshooting access
    • Signing into AG5 for the first time
    • Proxy user
  • Workflows
    • Workflow Reminders
  • Insights
    • Insights Dashboard
      • Insights metrics explained
  • Self-assessments
  • Localization
  • Data management
    • Master Data Management
    • History of changes
    • Exporting data
    • Advanced analytics (API)
      • Introduction - Advanced Analytics API
      • Data - Advanced Analytics API
      • Connection and Configuration - Advanced Analytics API
      • Compliance calculations - Advanced Analytics API
      • Example KPIs and Dashboards - Advanced Analytics API
      • Data preparation and Visualization - Advanced Analytics API
      • Terminology - Advanced Analytics API
  • Skills app
  • Integrations
  • Glossary
Powered by GitBook
On this page
  • What is a workflow reminder?
  • Supported Triggers
  • How to Configure a Reminder
  • Example: “Skill Action Waiting for Approval” Reminder
  • Resetting a reminder

Was this helpful?

Export as PDF
  1. Workflows

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.


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.


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


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.


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.

PreviousWorkflowsNextInsights Dashboard

Last updated 18 days ago

Was this helpful?