Automate document collection that repeats
Set up a request once and let Collect send it on schedule: monthly payslips, quarterly reports, annual renewals, and more.
Put repeat collection on a schedule
Choose a campaign, pick a cadence (weekly, monthly, quarterly, or yearly) and Collect creates and sends the request automatically each cycle. No more manually re-sending the same request over and over.
Send to whole groups of contacts
Target a group of contacts and every one of them receives the request on cadence. As your contact list grows, the recurring schedule keeps up. Nobody gets missed.
Reminders and tracking come built in
Each recurring request inherits your follow-up sequence and shows up in your dashboard like any other. Collect nudges clients until they respond, so you stay on top of every cycle without lifting a finger.
Start automating your onboarding today
Try Collect free for 7 days, with full access to our AI and integrations.
