Tasks & Reminders
Reminders on email & WhatsApp
Set your reminder cadence once and SmartFinLabs lines up every follow-up as a task for your team. Send reminders and statements over email or WhatsApp, and let AI read the replies for promises, disputes, and payments.
Open actions
- Due
Apex Traders
Send overdue reminder
- Sent
Meridian Steel
Reminder sent · awaiting reply
- Replied
Northwind Pvt Ltd
Payment promised
Linked activity
Reminder sent to Apex Traders
2d ago
“Will clear by Friday”, reply received
1d ago
Tagged as promise · due Fri on #INV-2043
1d ago
Every follow-up, reply, and promise in one place.
- Tasks for the whole team: Follow-ups, broken promises, disputes, and approvals appear as tasks you can assign and snooze.
- Email and WhatsApp: Send reminders and statements from your own branded sender or on WhatsApp, in one conversation per party.
- Replies, understood: AI tags each reply as a promise, dispute, or payment, and you confirm the update in one click.
New reminder
Hi Apex Traders team,
This is a friendly reminder that invoice #INV-2043 for ₹18,40,000 is now 72 days overdue. Could you share an expected payment date?
Thank you,
Finance team
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