If you keep forgetting to follow up with leads, clients, or teammates, you’re not alone. Most of us have good intentions and terrible memories. The good news: you don’t have to live in your inbox or set a million sticky notes. If you’re using Praiz, you can automate those follow up reminders and actually do what you said you’d do. This guide walks you through setting it up—no fluff, just real steps.
This is for anyone who uses Praiz to manage calls, meetings, or tasks and wants to stop dropping the ball. If you’re hoping for a silver bullet or “AI-powered synergy,” look elsewhere. But if you want reminders that actually work without a ton of setup, keep reading.
Why bother with automated follow up reminders?
Let’s be honest: most people overestimate their ability to remember things. Relying on memory (or even handwritten lists) just isn’t reliable, especially when you’re juggling multiple deals or conversations.
Automated reminders take the pressure off. You get a nudge when you need it—no more, no less. That means less anxiety, fewer missed opportunities, and a lot less “Sorry for the delayed reply…” emails.
But don’t expect reminders to do your work for you. They won’t write the follow up or read your mind. They just give you a tap on the shoulder at the right time.
Step 1: Decide what you actually need a reminder for
Before you dive into Praiz, spend a minute thinking about your real problem:
- Are you forgetting to follow up after sales calls?
- Dropping the ball on internal action items?
- Missing customer check-ins?
Be specific. The more focused you are, the more useful your reminders will be. If you try to automate everything, you’ll just start ignoring the alerts.
Pro tip: Start with one or two high-impact reminders. You can always add more later.
Step 2: Get your Praiz workspace ready
You’ll need admin or at least permission to manage reminders in your Praiz account. If you’re not sure, check with whoever set up your workspace.
- Make sure your contacts, calls, or meeting records are up-to-date.
- If you work in a team, clarify who’s responsible for follow ups—otherwise, you’ll get duplicate reminders (and annoyance).
What doesn’t work: Trying to automate reminders before your basic Praiz setup is in order. Garbage in, garbage out.
Step 3: Find the follow up reminders feature
In Praiz, reminders are usually tied to calls, meetings, or tasks. The exact navigation might change as they update the interface, but here’s where to look:
- Go to the item you want to set a reminder for.
- For a call, open the call record.
- For a meeting, open the meeting summary.
- For a task, open the task details.
- Look for a button or link called “Add Reminder,” “Set Follow Up,” or “Remind Me”. Sometimes it’s a little bell icon.
- If you don’t see it, check the options (three dots menu or similar) or search for “reminder” in Praiz’s help docs.
Heads up: If you can’t find reminders, your plan might not include them. Praiz likes to tuck certain features behind paywalls, so double-check your subscription.
Step 4: Set up your first automated reminder
Once you’ve found the reminder option, here’s how to actually set it up:
- Choose the type of reminder.
- Most people want a date/time-based reminder (“Remind me 2 days after the call”).
- Some setups let you trigger on actions (like “if no reply in 3 days”).
- Set the timing.
- Be realistic. If you always follow up the next day, set it for tomorrow—don’t try to be a hero.
- If it’s a sales cycle, maybe a week makes more sense.
- Select how you want to be notified.
- Email is standard, but some Praiz plans support push notifications or in-app alerts.
- If you tend to ignore email, pick what you’ll actually see.
- Add a note (optional, but smart).
- Write a quick message about what you need to do. “Send pricing info to Alex,” not just “Follow up.”
- This saves you the “Wait, what was this about?” moment later.
- Save the reminder.
- Double-check that it’s showing up where you expect—usually in your dashboard or reminders list.
What doesn’t work: Setting reminders for vague actions. If you just set “remind me,” you’ll end up ignoring it.
Step 5: Automate recurring follow ups (if needed)
If you have regular check-ins (like monthly client calls or project updates), it’s worth setting up recurring reminders.
- Look for a “Repeat” or “Recurring” option when creating the reminder.
- Set the interval—daily, weekly, monthly, whatever fits.
- Make sure you actually need a recurring reminder. If you start snoozing them every time, it’s a sign you’re overdoing it.
Pro tip: Less is more. Automate what matters, not everything.
Step 6: Manage and review your reminders
Setting reminders is only half the battle. Make sure you actually act on them:
- Check your Praiz dashboard daily to see upcoming reminders.
- Mark reminders as “done” or “snooze” them if needed—but don’t just let them pile up.
- Once a month, review and delete old or useless reminders. Clutter is the enemy.
If you find yourself ignoring reminders, tweak the timing or the channel (email vs. in-app). Don’t be afraid to adjust.
What doesn’t work: Letting reminders become background noise. If you start tuning them out, they’re useless.
Step 7: Troubleshooting and honest limitations
Even the best reminder system has its quirks. Here’s what to watch out for:
- Notifications go to spam. Check your email filters and whitelist Praiz if needed.
- Too many reminders = no reminders. If you automate every little thing, you’ll start ignoring all of them.
- Reminders don’t sync with your calendar. Praiz reminders usually stay inside Praiz. If you want Google Calendar or Outlook integration, check if your plan supports it—but don’t hold your breath for deep syncing.
- No mobile app? Praiz’s mobile experience is hit-or-miss. Rely on email or web for now.
- Team reminders get messy. If multiple people set reminders on the same item, clarify ownership to avoid confusion.
If you’re stuck, Praiz’s support is usually responsive, but don’t expect miracles. Sometimes it’s faster to try, fail, and adjust.
What to ignore (and what to use)
- Ignore: Overcomplicating your reminder setup. If you need a five-step formula to create a reminder, you’re doing too much.
- Use: Simple, direct reminders tied to real actions.
- Ignore: Reminders for things you already do out of habit.
- Use: Reminders for things you actually forget.
Summary: Keep it simple, iterate as you go
Automated follow up reminders in Praiz are a practical way to stop forgetting important stuff. Don’t expect them to transform your workflow overnight, but they can help you stay on track—if you keep it simple.
Start with a couple of reminders for the things that matter most. See what works. Adjust or delete what doesn’t. You’ll waste less energy worrying about what you’re forgetting, and spend more time actually following up.
And remember: tools like Praiz are there to help, not to run your life. If you find yourself fighting the system, change it up. Your brain (and your clients) will thank you.