Automation & Reminders
Configure automatic follow-up reminders, set global defaults, and override per request.
FileChute's automation system sends follow-up reminders to recipients who haven't completed their uploads. Set global defaults, then fine-tune per request when needed.
How reminders work
When a file request has a recipient email and reminders enabled, FileChute automatically sends follow-up emails on a schedule you define. Reminders stop once all checklist items are uploaded (or skipped) or the maximum count is reached.
- Reminders only fire for requests with a recipient email address.
- The first reminder is sent after the chosen frequency elapses from the request's creation (or last reminder).
- Each reminder includes the request title, a link to the upload page, and a summary of outstanding items.
Setting global defaults
- Go to Settings > Automation.
- Toggle Enable auto-reminders by default on.
- Choose a Default reminder frequency — every 24, 48, or 72 hours.
- Set the Default max reminders (1–10). This caps how many follow-ups a single request will send.
- Click Save automation defaults.
These defaults apply to every new request you create going forward. Existing requests are not affected.
Per-request overrides
Every request can have its own reminder settings that override the global defaults:
- When creating a request — expand the Advanced options section to toggle reminders, change frequency, or adjust the max count.
- From Settings > Automation — the Open requests reminder overview table lets you review and adjust reminder behaviour for all active requests in one place.
- From the request detail page — you can send a manual reminder at any time, independent of the auto-schedule.
Best practices
- Start gentle — 48–72 hours and 3 reminders is a reasonable default for most accounting and legal workflows.
- Tighten for deadlines — switch to 24-hour cadence and increase the cap when a due date is approaching.
- Disable for sensitive requests — turn off reminders when you want full manual control over follow-ups.
Availability
Auto-reminders and the per-request override table are Pro plan features. Free-plan users can preview the controls but cannot save changes.