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CogniVis AI
  • Getting started
    • Add your LLM
    • Add your source
    • Document sets
    • Assistants
    • Generators
    • Providers
    • User management
  • Connectors
    • Airtable
    • ClickUp
    • CogniVis Docs
    • Confluence
    • Discourse
    • Document360
    • Dropbox
    • File
    • GitHub
    • GitLab
    • Gmail
    • Google Calendar
    • Google Drive
    • Google Sites
    • Google Storage
    • Guru
    • HubSpot
    • Jira
    • Linear
    • MediaWiki
    • Notion
    • ProductBoard
    • R2
    • Request Tracker
    • S3
    • Salesforce
    • SharePoint
    • Slack
    • Teams
    • Web
    • Wikipedia
    • Zendesk
    • Zulip
  • Plugins
    • Google Analytics
    • Search Console
  • Automations
    • Simple reminders
    • Page change monitor
    • Google Analytics monitor
    • Search console monitor
    • Custom sources
  • Message bots
    • Chat widget setup
    • Slack bot setup
  • WhatsApp Bot
    • Overview
    • Adding WA bot to a group
    • Enabling private conversations
  • FAQ

Simple Reminders

Automate notifications for important tasks

How to start

Go to an Admin Panel, which you can find in the upper right corner of the screen.

Go to the "Automation" section in the menu on the left side of the screen and then click "Edit".

Press "NEW AUTOMATION +"

Name and assistant

Name the automation and then select the assistant who will handle it. If you need a dedicated assistant for this automation, you can always create a new one. You can find instructions on this page.

Message configuration

Choose the AI-based message configuration because if you select a custom message, you will not be able to choose the message source.

Source of the data

Select the "Assistant Based" option, then choose the time range and source that interest you.

Automation Frequency

Decide how often and when you want the automation to run.

Prompts

Provide general information about the analyst's work and specify exactly what you want to receive in the report.oooo

Result Display

Choose the format in which you want to receive the message. Remember to press "+" when adding input.

If you want to receive information via Slack or WhatsApp, you must connect these applications beforehand. Here you can find guides on how to do it:
Slack Guide
WhatsApp Guide

More options

Choose the format in which you want to receive the message. Remember to press "+" when adding input.

If you want to receive information via Slack or WhatsApp, you must connect these applications beforehand. Here you can find guides on how to do it:
Slack Guide
WhatsApp Guide

Finally, press the "Launch Automation" button.

Implement AI into your business

This free and practical step-by-step course will guide you through the latest technologies and show you how you can implement them in your company.

Start learning
  • Introduction
  • How to start
  • Name and assistant
  • Message configuration
  • Source of the data
  • Automation Frequency
  • Prompts
  • Result Display
    • Email
    • CogniVis docs page
    • Slack
    • WhatsApp
  • More options
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