If you’ve ever forgotten to check in on a lead, missed a client reply, or just let a to-do slip through the cracks, this guide’s for you. Automated follow-up reminders are supposed to fix all that, but they’re only as good as the setup. Here’s how to actually make them work for you in Fiber — without drowning in notifications or wasting time on pointless reminders.
Whether you’re a solo operator, part of a small team, or just tired of sticky notes, let’s walk through the real steps (and a few gotchas) for setting up automated follow-up reminders in Fiber.
Why Automated Follow-Ups Matter (and Where They Go Wrong)
Let’s be honest: most people set up reminders with good intentions, but end up snoozing them or ignoring them completely. The trick isn’t just to automate reminders — it’s to make them useful, actionable, and not annoying.
What works: - Reminders tied to specific actions (e.g., “Follow up with Alice if she hasn’t replied in 3 days”) - Clear context in every reminder (not just “Ping Bob” — but “Follow up on proposal sent to Bob”) - Choosing the right channel (email, mobile, in-app) so you’ll actually see it
What doesn’t: - Generic, daily “check in with leads” reminders - Reminders with no context - Too many notifications — you start tuning them out
If you want reminders to actually help, keep them specific and limited. Now, let’s get Fiber working for you.
Step 1: Understand Fiber’s Reminder System
First, a quick reality check. Fiber changes its interface every so often, but the basics stay the same:
- Tasks: The backbone of reminders. Every follow-up is a task attached to a contact, deal, or project.
- Due Dates: Set a date/time for when the task needs attention.
- Automated Reminders: Fiber can ping you based on rules (e.g., no reply, overdue, recurring).
- Notification Preferences: You can pick how you want to be notified (and you should).
Pro tip: Don’t just rely on default settings. Fiber’s reminders are flexible, but only if you dig into the options a bit.
Step 2: Decide What You Actually Need to Be Reminded About
Before you touch a setting, make a short list:
- Who do you really need to follow up with?
- What types of follow-ups matter (sales, support, project deadlines)?
- How often do you need reminding — and is it better to batch them?
Jot this down. Otherwise, you’ll end up with more noise than signal.
Real-world example: If you’re in sales, you probably want a reminder if a prospect hasn’t replied in 3 days, not a daily “Did you follow up?” nudge.
Step 3: Create Automated Follow-Up Rules
This is where Fiber can actually save you time — but only if you set up rules that make sense.
A. Set Up a Basic Follow-Up Reminder
- Go to the relevant contact, deal, or project.
- Click “Add Task” or “Follow-Up.”
- Set a due date for your first follow-up. Make it specific: “Call Tom about contract.”
- Check the box for “Remind me if incomplete.” This is critical; otherwise, you’ll never hear about it again.
B. Automate Recurring or Conditional Reminders
Fiber lets you set reminders to repeat or trigger if something hasn’t happened. Here’s how:
- Choose “Automate” or “Workflow” from the sidebar.
- Select “Add Automation” or “New Rule.”
- Pick a trigger. Examples:
- “If no response after X days”
- “When deal stage = Proposal sent”
- Set the action: “Create follow-up task” or “Send reminder.”
- Define timing. E.g., 3 days after last email, or every Monday at 9am.
- Choose your notification method. (In-app, email, mobile push.)
Don’t overdo it: If every contact triggers a new reminder, you’ll just get overwhelmed. Start with your most important contacts or deals.
Step 4: Customize Notification Preferences
Fiber will happily ping you into oblivion if you let it. Take 5 minutes to set preferences that work for your actual workflow:
- Go to Settings > Notifications.
- Turn off what you don’t care about (e.g., “Notify me when a task is created” if you’re the one creating them).
- Set reminders to go where you’ll see them — not just your email spam folder.
- Mobile push is great for urgent stuff, in-app for everything else.
Pro tip: Fiber’s desktop notifications can be hit or miss, depending on browser permissions. Double-check that your browser isn’t blocking them if you want pop-ups.
Step 5: Test Your Setup
Don’t wait for something important to fall through the cracks. Test your reminders:
- Create a test contact or deal.
- Set a follow-up reminder for 10 minutes from now.
- See if you get the notification where you expect it.
If you don’t see anything, check your notification settings, browser permissions, and email spam folder.
Step 6: Maintain and Adjust (Don’t Set and Forget)
Automated reminders are not “set it and forget it.” They need a quick check every couple of weeks.
- Delete or snooze reminders that are no longer relevant.
- Tweak timing if you find you’re always snoozing the same reminders.
- Add more automation only if you’re actually acting on the current ones.
What to ignore: Don’t bother setting up reminders for stuff you always do anyway (like daily standup meetings). Focus on the things that are easy to forget, but costly if missed.
Pro Tips for Not Hating Your Reminders
- Add context: “Follow up with Jane re: Q2 budget” beats “Follow up with Jane.”
- Batch reminders: Group them so you handle all follow-ups at once, instead of random pings throughout the day.
- Review weekly: Spend 5 minutes every Friday cleaning up old tasks and adjusting reminders.
- Keep it lean: If your reminders feel like spam, you’ve got too many.
What About Third-Party Integrations?
Fiber plays nice with some external tools (like Google Calendar or Slack), but integrations are only worth it if they actually fit your workflow.
- Calendar sync: Good if you already live in your calendar.
- Slack reminders: Work for teams, but can be noisy.
- Zapier/automation tools: Only bother if you’re already using them elsewhere.
Skip integrations if: You just want simple, in-app reminders. More moving parts means more things can break.
Quick Troubleshooting
- Not getting reminders? Double-check notification settings, browser/app permissions, and spam filters.
- Too many reminders? Pare down your rules. Be ruthless.
- Reminders at the wrong time? Adjust your automation timing, and make sure your time zone is set correctly in Fiber.
Keep It Simple and Iterate
Automated follow-up reminders in Fiber can genuinely help you stay on top of important tasks — if you keep them specific, actionable, and tailored to how you actually work. Don’t try to automate everything on day one. Start with a few reminders, see what sticks, and adjust over time. Less noise, more signal. That’s the goal.