Automated Chasing

Stop rebuilding the same reminder list

Recurring reminders often hide a surprising amount of preparation. Before an email goes out, someone checks dates, removes completed cases and works out who needs which message. When that process depends on a spreadsheet and one person’s memory, it is worth examining the repeated steps.

Turn a recurring task into an automated rule

Streamsoft has built an automated compliance-chasing engine. A rule such as an overdue licence check identifies relevant people and triggers the specified message or action. A diagnostic view explains why a rule fired.

The accompanying hours-saved dashboard is designed, rather than delivered, so we do not claim measured savings from it.

Make reminders useful

A small first version could cover one check, one source of records and one reminder sequence. It should stop chasing when the requirement is satisfied, identify exceptions and let an authorised person pause or override the process.

Before switching it on, compare the proposed reminder list with the list your team would produce manually. That exposes unclear rules and inaccurate records early.

Measure the time spent preparing reminders, the number of manual corrections and the outstanding cases. Those figures provide a better basis for expansion than simply counting emails sent.

Discuss a recurring admin task with us. If the same chasing task returns every week, describe the trigger and the action you want to follow and we can automate it.