Creating a reminder

Many contracts contain important issues that must be kept track of over time. Issues such as investor reporting requirements, contract expiration dates, and supplier agreement autorenewals are a few that come to mind. With Query’s Reminders feature you can create email reminders for those issues referenced within your contracts so that you don’t miss important actions you need to take.

You can create a reminder for certain clauses within Robin AI. To create a reminder for a clause:

1. Open a contract in the labelling tool.
2. Find the clause within the contract that needs a reminder.
3. Click the Set Reminder button next to Reminder for the clause in the right sidebar.Hint: Don’t see an option to set a reminder for a labelled clause? Contact support@robinai.co.uk and we can help you set up a reminder for the clause.
4. Enter the event date. This is the important date for which you need to be reminded, such as the contract’s expiration date or autorenewal date.
5. Select the reminder type to give the reminder recipients some context as to why they’re receiving the reminder.
6. Set the timing for the reminder. This timing is set relative to the event date. For example, if you need to be reminded to take action 60 days before the event date, set the timing to be 60 days and before. Reminders can be set to be sent before, on or even after the event date.
7. Set whether the reminder repeats on a regular basis. This is useful for actions that need to be taken based on events that repeat continuously such as annual autorenewals, quarterly reporting requirements, and bi-annual pricing updates.
8. Add recipients for the reminder. Each reminder must have at least one recipient but not more than 20 recipients. Recipients must be a Robin AI user. Only users who have access to the contract can be added as recipients of the reminder (that is, a reminder’s recipients must belong to the group that the reminder’s contract is in).
9. Optionally, set a note for the reminder. This is simply a way to give some context that needs to be included within the reminder email. For example, this could be the expected action to be taken based on the reminder.
10. Click Save.