AI across Rostery
Drafted reminder emails
AI-drafted reminder emails for staff whose documents expire in the next 30 days. It writes one short, professional email per person, naming each document and its date. Rostery does not send them: you copy each one into your own email.
Step by step
- 1
Go to Staff, then Document Hub, then Shared, and click Draft expiry reminders.
- 2
It drafts a short, professional reminder for each staff member, naming the documents and their expiry dates.
- 3
Read each one before it goes out, then click Copy and paste it into your own email.
- 4
Only documents with an expiry date in the next 30 days are included. If there are none, it says so and drafts nothing.
- 5
Check each document’s expiry date on the record before you draft. The reminder repeats whatever date the record holds.
- 6
For emails Rostery sends by itself, turn on Document Expiry (7 days) or Document Expiry (30 days) under Settings → Notifications. Those use a standard template, not an AI draft.
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