Reminders Module - User Guide

Overview

The Reminders module provides intelligent automated notifications that combine scheduling with AI-powered content generation. Unlike simple calendar reminders, this module creates dynamic, context-aware notifications that can perform complex analysis, generate reports, and deliver actionable insights directly to your email and Telegram.

Each reminder functions as a scheduled AI assistant that executes intelligent tasks and delivers results through multiple communication channels, ensuring you never miss critical business information.

Note: This module requires the reminders module to be enabled for your company. Telegram notifications require Telegram integration setup, and email delivery is automatically configured.

Intelligent Reminder System

🧠 AI-Powered Scheduled Tasks

Reminders in this platform go far beyond simple notifications. Each reminder can:

Schedule Definition → AI Task Processing → Context Analysis → Multi-Channel Delivery → User Notification

Step 1: Natural Language Scheduling

Define schedules using natural language (e.g., "every Monday at 9 AM", "first day of each month")
AI automatically converts natural language to precise cron schedules
Flexible timing options from minutes to yearly intervals
Human-readable schedule validation and preview

Step 2: Intelligent Task Execution

AI Analysis: Each reminder executes through the platform's reasonAndAct engine
Context Awareness: AI considers current company data and business context
Dynamic Content: Results adapt based on real-time information
Multi-Modal Output: Generate text, tables, charts, and data visualizations

Step 3: Smart Content Generation

Data Analysis: Query and analyze your Knowledge Base automatically
Report Generation: Create dynamic reports with current data
Trend Identification: Spot patterns and changes in your business data
Actionable Insights: Receive recommendations and next steps

Step 4: Multi-Channel Delivery

Email Notifications: Rich HTML emails with formatted content
Telegram Messages: Instant notifications to your Telegram account
Visual Content: Tables, charts, and formatted data in notifications
Mobile-Friendly: Optimized display across all devices

🤖 AI-Driven Content Creation

What Reminders Can Do:

Business Analytics: "Show me this week's sales performance compared to last month"
Data Monitoring: "Alert me if customer satisfaction scores drop below 4.0"
Report Generation: "Generate monthly inventory report with low-stock alerts"
Trend Analysis: "Analyze customer feedback trends from the last quarter"
Performance Tracking: "Compare team productivity metrics month-over-month"

Smart Content Adaptation:

Content automatically adapts based on available data
AI identifies relevant information from your Knowledge Base
Results formatted appropriately for email and mobile viewing
Dynamic tables and visualizations based on data complexity

Main Interface

Reminders Manager Layout

When you access the Reminders module at /reminders, you'll see:

Reminders List: Comprehensive table of all configured reminders
Creation Tools: Intelligent form for setting up new automated notifications
Preview System: Test reminder content before scheduling
Schedule Calculator: Natural language to cron conversion

Reminder Information Display

Table Columns:

ID: Unique reminder identifier
Title: User-defined name for easy identification
When: Human-readable schedule description
What: AI task description and instructions
Actions: Edit and delete controls

Reminder Status Tracking:

Active reminders automatically execute according to schedule
System handles email and Telegram delivery
Error handling for failed executions
Execution history maintained for troubleshooting

Reminder Operations

✅ What You Can Do

Reminder Management:

Create Smart Reminders: Set up AI-powered scheduled notifications
Natural Language Scheduling: Define timing using conversational language
Preview Content: Test reminder output before activation
Edit Configurations: Modify schedules and content instructions
Delete Reminders: Remove outdated or unnecessary notifications

Intelligent Scheduling:

Flexible Timing: From every minute to yearly schedules
Business Hours: Schedule reminders for optimal delivery times
Multiple Frequencies: Daily, weekly, monthly, quarterly, or custom intervals
Complex Patterns: "Every weekday at 9 AM" or "First Monday of each month"

Content Configuration:

AI Instructions: Define what analysis or reporting you want
Data Queries: Specify what information to include
Output Format: Choose between text, tables, or visual reports
Context Parameters: Set specific criteria for data analysis

Delivery Options:

Email Notifications: Rich formatted emails with reminder results
Telegram Integration: Instant mobile notifications
Multi-User Delivery: Reminders sent to all company users with Telegram setup
Formatted Content: Professional presentation of data and analysis

🔄 Reminder Creation Workflow

Setup Process:

Define Title: Create descriptive name for the reminder
Set Schedule: Use natural language to define when reminder should execute
Configure Task: Describe what the AI should analyze or report
Preview Content: Test the reminder to see actual output
Validate Schedule: Confirm timing using cron calculation
Activate Reminder: Save and begin automated execution

Advanced Configuration:

Complex Queries: "Analyze sales data and identify top-performing products this month"
Conditional Logic: "Alert me only if inventory levels drop below reorder point"
Comparative Analysis: "Compare this quarter's performance to the same period last year"
Multi-Metric Reports: "Show customer satisfaction, sales volume, and support ticket trends"

📊 Integration with Platform Intelligence

Knowledge Base Access:

Reminders automatically access your complete Knowledge Base
AI analyzes structured data extracted from documents
Real-time information ensures current and relevant results
Cross-references data from multiple sources for comprehensive insights

Context-Aware Analysis:

Historical Trends: AI compares current data to historical patterns
Anomaly Detection: Automatically identifies unusual patterns or outliers
Predictive Insights: Forecast trends based on current data
Actionable Recommendations: Suggest next steps based on analysis

❌ What You Cannot Do

Scheduling Limitations:

Cannot schedule reminders more frequently than once per minute
Cannot create reminders that execute in the past
Cannot bypass company-level module permissions
Cannot schedule reminders for other companies

Content Restrictions:

Cannot access data from other companies
Cannot modify AI analysis algorithms directly
Cannot force reminders to execute outside scheduled times
Cannot customize email templates beyond content

Delivery Constraints:

Cannot send reminders to users without Telegram integration
Cannot modify system email formatting
Cannot schedule reminders to external email addresses
Cannot disable delivery channels selectively per reminder

Advanced Features

🔧 Natural Language Processing

Schedule Intelligence:

Conversational Input: "Every Tuesday and Thursday at 2 PM"
Business Context: "End of each quarter" or "First business day of the month"
Flexible Expressions: "Every 2 weeks" or "Twice monthly"
Validation Preview: See exact execution times before saving

Schedule Examples:

"Every Monday at 9 AM" → 0 9 * * 1
"First day of each month at 8:30" → 30 8 1 * *
"Every weekday at noon" → 0 12 * * 1-5
"Every 15 minutes during business hours" → /15 9-17 * 1-5

🎯 Content Personalization

Dynamic Content Generation:

Real-Time Data: Every execution uses current information
Contextual Analysis: AI considers recent changes and trends
Personalized Insights: Results tailored to company-specific data
Adaptive Formatting: Output adjusts based on data complexity

Smart Output Formatting:

Table Generation: Automatic table creation for structured data
Visual Charts: Integration with dashboard visualization capabilities
Markdown Formatting: Rich text formatting in email notifications
Mobile Optimization: Content formatted for mobile viewing

📈 Performance Optimization

Intelligent Execution:

Background Processing: Reminders execute without blocking system resources
Error Recovery: Automatic retry for temporary failures
Resource Management: Efficient handling of multiple concurrent reminders
Delivery Optimization: Smart routing of notifications

Quality Assurance:

Content Validation: AI-generated content reviewed for accuracy
Delivery Confirmation: System tracking of successful notifications
Error Logging: Detailed logs for troubleshooting failed executions
Performance Monitoring: Tracking of execution times and success rates

Integration Benefits

🔗 Cross-Module Intelligence

Dashboard Module:

Reminders can generate and deliver dashboard-style reports
Access to all dashboard data and visualization capabilities
Automated delivery of key performance indicators
Integration with custom dashboard widgets

Knowledge Base Module:

Full access to all structured business data
AI analysis of document-extracted information
Trend analysis across all imported data sources
Comprehensive business intelligence in notifications

Files Module:

Monitor file processing and analysis results
Notifications about new document insights
Alerts for important document classifications
Integration with automated file processing workflows

Chat Module:

Reminders use same AI reasoning engine as chat
Consistent intelligence across scheduled and interactive queries
Learning from chat interactions improves reminder quality
Seamless transition between scheduled and on-demand analysis

🧠 AI Agent Coordination

Intelligence Enhancement: Your reminder capabilities depend on available AI agents:

Analysis Agents: Enhanced data processing and insight generation
Visualization Agents: Rich charts and graphics in notifications
Context Agents: Better integration with company-specific data
Prediction Agents: Forecasting and trend analysis capabilities

🌐 Communication Integration

Multi-Channel Delivery:

Email Integration: Professional formatted emails with rich content
Telegram Bots: Instant mobile notifications with interactive elements
Mobile Optimization: Content formatted for mobile consumption
Rich Media: Tables, charts, and formatted data in all channels

Business Benefits:

Proactive Monitoring: Stay informed about business changes automatically
Decision Support: Regular insights support better business decisions
Team Alignment: Consistent information delivery across all users
Efficiency Gains: Reduce manual reporting and monitoring tasks

Maximizing Reminder Intelligence: Reminders transform your platform into a proactive business intelligence system. By combining AI analysis with automated delivery, you receive timely, relevant insights without manual effort. Configure reminders for your most important business metrics and let the AI keep you informed about what matters most.