Reminders from Chat

Reminders from Chat

Reminders help you follow up on analysis at the right future moment.

Use a reminder when an answer creates a specific future check, such as a shipment date, month-close review, production run, replenishment question, or follow-up on whether a risk recovered.

What Reminders Are For

Reminders are best for personal follow-through:

• "Remind me tomorrow morning to check this again."
• "Remind me next Friday to review the short-stock items."
• "Follow up every Monday on this schedule risk."
• "Remind me before the next production run to re-check inventory."

DashboardGenius keeps the reminder tied to the original analysis context and sends the reminder to you by email at the scheduled time.

How Reminder Suggestions Work

After an answer, DashboardGenius may show a reminder card when the conversation clearly points to a future follow-up.

The card can include:

• reminder title
• reminder note
• scheduled time
• cadence
• buttons to set, edit, or dismiss the reminder

Creating a reminder requires an explicit action from you. DashboardGenius should not silently create reminders just because an answer mentioned a future date.

Create a Reminder

You can create a reminder in two common ways:

1. Ask directly in chat, such as "Remind me next Monday to check this again."
2. Use the reminder card when DashboardGenius offers one after an answer.

Before setting it, review the scheduled time, cadence, title, and note.

Edit Before Creating

Use Edit on the card when you want to adjust:

• reminder title
• email note
• cadence

Cadence options can include one-time, daily, workdays, weekly, or monthly reminders. Choose the lightest cadence that supports the actual decision.

Manage Existing Reminders

Use the Reminders list to review active reminders.

From there, you can:

• refresh the list
• cancel active reminders
• pause or resume repeating reminders
• inspect the reminder title, cadence, next run time, and note

Treat the list as your follow-up queue, not as a substitute for scheduled operational reporting.

Reminders vs Scheduled Reports

Use Reminders when:

• one person needs a future nudge
• the reminder is tied to an existing analysis or decision
• you want to manually revisit something later

Use Scheduled Reports when:

• a question should automatically run on a cadence
• multiple people or stakeholders should receive the output
• the team needs a recurring business summary, not just a nudge

The simplest rule: reminders bring you back to work; scheduled reports produce recurring work output.

Good Reminder Moments

Strong reminder candidates include:

• waiting for next week's receiving activity
• checking whether a shortage recovered
• reviewing a production run before it starts
• following up after month close
• revisiting a forecast refresh
• confirming whether a recommended action was completed

Weak reminder candidates include:

• timeless explanations
• broad analysis with no future event
• questions that should become scheduled reports
• reminders for other people's responsibilities without an owner handoff

Best Practices

• Keep reminder titles action-oriented.
• Include the reason for the follow-up in the note.
• Use one-time reminders unless the follow-up is truly recurring.
• Cancel reminders that no longer matter.
• Convert repeat operating reviews into Scheduled Reports instead of stacking personal reminders.

Common Mistakes

Creating reminders instead of fixing the workflow

If the same reminder keeps coming back every week, the team may need a Scheduled Report, widget, Workspace habit, or operating review instead.

Ignoring cadence

A one-time reminder is cleaner for most follow-ups. Use weekly or monthly only when the decision actually repeats.

Losing the business reason

"Check this" is easy to ignore later. "Check whether short-stock SKUs recovered before Friday planning" is much more useful.

Next Guide

Continue with Recurring Reports Setup.