Practical steps
Use this as a working checklist. The advice is useful on its own; MyTitan is introduced only where the workflow naturally benefits from being connected.
Step 1
Start with the reminders people already forget
Good automation begins with repeatable, low-risk follow-up such as pending approvals, upcoming visits or overdue internal checks.
- List repeated reminders
- Remove reminders that require judgement
- Define when each reminder should stop
Step 2
Keep the owner visible
Automation should create accountability, not hide it. Each reminder needs a responsible person or team.
- Assign owner by workflow stage
- Avoid duplicate reminder channels
- Log the reason for important follow-up
Step 3
Review results before expanding
Measure whether reminders reduce missed steps before adding more automation.
- Check missed handoffs
- Ask users which reminders help
- Disable noisy reminders