⏰
Unlimited Reminder Steps
Set 2 reminder steps or 10 per request — on every plan. No caps, no upgrades required. Your deadline pressure determines the sequence length.
AUTOMATED REMINDERS
Stop Writing "Just Following Up." Set It Once. GatherMonk Chases Forever.
Set your reminder sequence once. GatherMonk chases every client who hasn't submitted.
Stops the instant they respond. Unlimited steps. No caps. No manual effort.
Unlimited steps
Smart suppression
Flexible timing rules
Pre-built templates
All plans
✓ All plans — unlimited reminder steps
✓ 14-day free trial, no card needed
✓ First sequence live in 10 minutes
∞
reminder steps
on all plans
on all plans
0
manual chase
emails written
emails written
12+
hours saved
per event
per event
10 min
to first sequence
live
live
SOUND FAMILIAR?
You're Losing Hours Every Week to "Just Following Up" Emails
Manual follow-ups are the biggest time drain in document collection — and they still don't work as well as an automated sequence.
SMART SUPPRESSION
Stops the Moment They Submit. Never Chases Someone Who Already Responded.
GatherMonk tracks every recipient independently. The instant a client submits — whether on Day 2 or Day 18 — they are removed from all remaining reminder steps. Every other recipient continues receiving their sequence on schedule, completely undisturbed.
This eliminates one of the most damaging errors in manual follow-up: the chase email that arrives after a client has already done what was asked. With smart suppression, it's impossible.
- Per-recipient tracking — every client's status monitored independently
- Instant suppression on submission — no delay, no batch processing
- Remaining steps cancelled for that recipient only — others unaffected
- Full suppression log — see exactly who was removed and when
CONFIGURABLE SEQUENCES
Set the Schedule. Write the Copy. Send Once.
Configure each reminder step with its own timing rule and email copy. A Day 3 reminder can be a gentle nudge — a Day 14 reminder can be urgent. Each step is independent. The sequence escalates naturally as the deadline approaches, all without any intervention from your team.
- Timing options: days after invite, days before deadline, or a specific date
- Custom email copy per reminder step — different tone, different message
- Unlimited steps — no plan restrictions on sequence length
- Pre-built templates included — send your first request immediately
NO CAPS. NO COMPROMISES.
Unlimited Reminders. On Every Plan. Always.
Other tools cap reminder steps or lock escalating sequences behind expensive plans. GatherMonk doesn't. Your deadline pressure decides the sequence length — not your plan tier.
∞
reminder steps
No step limits. No plan upgrades just to chase harder.
GatherMonk places no cap on the number of reminder steps per request, the number of requests running simultaneously, or the number of recipients being chased. The only thing that determines how many reminders you send is how urgently you need a response.
- Unlimited reminder steps per request — on Starter, Professional, and Business
- Unlimited simultaneous requests with active reminder sequences
- Unlimited recipients — send to 1 or 500 with the same sequence
- Each recipient tracked and chased independently
- No per-reminder charges — send as many steps as your process demands
Real-world result
An event organiser running a 4-step sequence for 85 exhibitors: 61 submitted by Day 7. 18 more after Day 14. 6 after Day 21. Total chase emails written by hand: 0.
HOW IT WORKS
Set Up Once. GatherMonk Chases for the Lifetime of the Request.
From building your first sequence to watching clients submit without a single follow-up email from your team.
1
Build Request & Set Due Date
Create your document request. Set a deadline — GatherMonk uses this to anchor time-based triggers like "7 days before deadline."
2
Configure Reminder Sequence
Add steps with timing and email copy. Use pre-built templates to go live immediately. Unlimited steps — no restriction on sequence length.
3
Send — Reminders Fire Automatically
Send the request. GatherMonk dispatches the invitation then begins your sequence per recipient — independently tracked, no further action from you.
4
Watch Submissions Arrive
Submitters suppressed instantly. Non-submitters chased on schedule. You receive a notification per submission. Do nothing else.
✓Zero manual effort after initial setup
✓Submitters suppressed instantly — no awkward chasers
✓Runs 24/7 even when your team is offline
EVERYTHING INCLUDED
Every Reminder Feature. On Every Plan. No Exceptions.
No reminder features locked behind higher tiers. No caps on steps or recipients. A complete, automated follow-up engine from day one.
⚡
Smart Suppression
The moment a client submits, they are removed from all remaining reminder steps instantly. No awkward chasers after someone has already responded.
🗓️
Flexible Timing Rules
Schedule each step as days after the invitation, days before the deadline, or a specific calendar date — whatever your workflow demands.
✉️
Custom Email Copy Per Step
Each reminder step has its own independent email copy. Write a different message for each step — early steps gentle, later steps more direct.
📋
Pre-Built Templates
GatherMonk ships with proven reminder templates and a default schedule. Your first request can go live immediately — no configuration required.
📊
Full Reminder History Log
Every reminder sent is logged — timestamp, recipient, step number, and delivery status. Always know exactly when each client was chased and which step they responded to.
THE NUMBERS
What Automated Reminders Actually Saves
Measured across GatherMonk users in event management, accounting, and legal services.
12+
Hours saved per event
on manual follow-up
on manual follow-up
∞
Reminder steps allowed
on every plan
on every plan
0
Reminders sent after
a client submits
a client submits
1
Setup needed — sequence
runs forever after
runs forever after
WHO USES AUTOMATED REMINDERS
Any Team That Collects Documents From More Than One Person
If you've ever written "just following up," GatherMonk Automated Reminders was built to replace that email — permanently.
🎪
Event Organisers
Chase 85 exhibitors, 60 speakers, and 30 sponsors simultaneously — each with their own sequence, each tracked independently. Teams report saving 12+ hours per event on manual follow-up.
Events use case →🧾
Accountants & Bookkeepers
Send 60 client onboarding requests in January and let GatherMonk chase all 60 on your configured schedule. Admin teams reclaim 8–10 hours per month previously spent on manual follow-up.
Accounting use case →⚖️
Law Firms
AML, KYC, and conveyancing documents are time-sensitive and compliance-critical. Automated reminders ensure nothing is missed — and the full reminder log provides an audit trail.
Legal use case →🏢
Creative & Digital Agencies
Project kickoffs stall when clients don't send briefs or approvals. Automated reminders keep the project moving without the account manager having to chase personally.
Agency use case →🏗️
Construction & Procurement
Annual supplier compliance renewals require the same documents from dozens of vendors every year. Build the sequence once, save as a template, rerun each year with zero setup.
Construction use case →👥
HR & People Teams
New hire onboarding, right-to-work verification, and reference collection all have legal deadlines. Automated reminders ensure nothing slips and the HR team isn't manually tracking submissions.
HR use case →
FREQUENTLY ASKED QUESTIONS
Questions About GatherMonk Automated Reminders
How do automated reminders work in GatherMonk? +
When you send a document request with a due date, GatherMonk begins your configured reminder sequence automatically. Each step fires on your chosen schedule — days after the invitation was sent, days before the deadline, or a specific calendar date. The moment a client submits, they are instantly removed from all remaining steps. Every other recipient continues on schedule without interruption.
Is there a limit on how many reminder steps I can set? +
No. GatherMonk places no cap on the number of reminder steps per request — on any plan. Starter, Professional, and Business all include unlimited reminder steps. There are also no limits on the number of requests running sequences at the same time or the number of recipients being chased. The only thing that determines your sequence length is how urgently you need the documents.
What is smart suppression — will a client ever receive a reminder after they've submitted? +
Smart suppression means GatherMonk instantly removes a client from all remaining reminder steps the moment they submit. This happens automatically with no delay — it is not a batch process that runs overnight. A client who submits at 11pm will not receive a reminder at midnight.
Suppression applies only to that specific recipient. Every other recipient who has not yet submitted continues to receive their reminders on schedule, completely unaffected.
Can I write different email copy for each reminder step? +
Yes. Each reminder step has its own email copy — fully independent from the others. A Day 3 reminder can be a warm, casual nudge. A Day 14 reminder can be more urgent and direct. You write the copy for each step separately, giving your sequence a natural tone that matches the urgency at each point in the collection timeline.
Do I have to set up reminders from scratch or are templates provided? +
GatherMonk ships with pre-built reminder templates and a proven default schedule — so your first request can go live immediately with a fully functioning reminder sequence, no configuration required. The default sequence includes a gentle Day 3 nudge, a Day 7 progress check, and a deadline-approaching reminder. Customise any step at any time.
Are automated reminders available on all GatherMonk plans? +
Yes. Automated reminders — including unlimited steps, smart suppression, flexible timing rules, custom email copy, and pre-built templates — are included on all plans: Starter, Professional, and Business. No plan restricts reminder functionality or caps the number of steps. Start a free 14-day trial with no credit card required. See the full breakdown on the pricing page.
WORKS BEST WITH
Reminders Are One Part of the Full Collection Workflow
GatherMonk Automated Reminders works alongside the Request Portal, Client Portal, and Approval Workflow to give you a complete end-to-end document collection system.
📂
Request Portal
Build the structured document request that reminders are attached to. Unlimited questions, file uploads, field-type validation, and section grouping.
Learn about Requests →✅
Approval Workflow
When reminders have done their job and submissions arrive, review each item individually — approve what's correct, reject only what needs changing with an inline comment.
Learn about Approval Workflow →🏠
Client Portal
For repeat clients, give them a branded portal where they see all outstanding requests in one login — so they act on reminders without hunting for the original email link.
Learn about Client Portal →
GET STARTED
Write Your Last "Just Following Up" Email Today.
Set up your first automated reminder sequence in under 10 minutes. GatherMonk handles every chase from that point — permanently.
✓14-day free trial
✓No credit card required
✓Unlimited reminders on all plans
✓First sequence live in 10 minutes