Notifications and automated reminders 

What Are Notifications & Automated Reminders?

  • Notifications are messages or alerts pushed by the system to users (or roles) to inform them of events, changes, required actions, or status updates. They are typically event-driven (something happened) or condition-driven (a threshold/trigger was reached).
  • Automated reminders are a subset of notifications specifically designed to prompt users about upcoming deadlines, due tasks, or follow-ups. They are usually time-based triggers (e.g. “you have a task due in 2 days”) and often repeat until the user responds or completes the task.

Together, these functions help keep users aware, prompt timely actions, reduce forgotten tasks or delays, and improve responsiveness and system engagement.

Key attributes of a robust notifications / reminders system:

FeaturePurpose / Benefit
Multiple channelsDeliver via in-app UI, email, SMS, push, Slack, etc., so users get alerts where they are likely to see them.
Trigger logic / rules engineAbility to define when notifications / reminders fire (on event, threshold, time, condition).
Schedules & repetition / escalationReminders can repeat or escalate (e.g. send again if no response, or escalate to manager).
Configurable / user preferencesUsers can opt in/out, choose channels, frequency, types of notifications they want.
Priority / severity levelsDifferent urgency levels (info, warning, critical) affecting appearance or channel.
Contextual / actionable contentNotifications should include relevant context and ideally let users act (approve, reply, view) directly or via deep links.
Grouping / batchingCombine or collate multiple related notifications to avoid overload.
Audit / loggingKeep track of when notifications were sent, delivered, read, and any user responses.
Delivery guarantees / retriesHandle failed deliveries (e.g. email bounce, SMS failure) and retry or fall back.
Visibility & inbox / archiveMaintain a notification center / inbox so users can see past alerts, dismiss or review them.
Access control / permissionsOnly send or display notifications appropriate to the user’s role or permissions.
Integration with workflows / tasksTie notifications and reminders into workflows and task logic (e.g. when a task reaches “due soon,” send automatic reminder).