Reminders and keep-in-touch

Set, move and clear follow-ups from your assistant. A reminder is one task on a date. A keep-in-touch cadence is a rhythm on a contact, counted from your last interaction with them.

What you need

• The Dex Professional plan, with Dex connected to your assistant. See MCP Server for setup.

Steps

What reminders are overdue, and what's coming up in the next 30 days?

Remind me to follow up with Maria in two weeks about the proposal.

Remind me every quarter to review my advisor list.

Move my reminder for Jess to Friday.

Keep in touch with everyone in my Seed Round Investors group every month.

I spoke to Marcus today, mark his keep-in-touch done. Snooze Priya's for 7 days.

Stop reminding me about Alex.

What you'll see

Each change returns a confirmation card that says what changed and links to it in Dex. Lists of contacts show each person's cadence on the row.

Good to know

• Cadence options are weekly, every 2 weeks, monthly, every 6 weeks, quarterly, every 6 months and yearly.
• A new cadence replaces the one a contact already has. Ask the assistant to list who will change before it applies a cadence to a large set. One request covers up to 500 contacts.
• "Stop reminding me" marks the contact as don't-keep-in-touch. "Remove the cadence" just clears it.
• Marking done resets the clock, so the next reminder lands one full interval from today. A snooze only pushes the next reminder out.
• Dex sends at most five keep-in-touch notifications a day, by email and mobile push. A cadence does not create calendar events.
• In a Dex for Teams workspace, say whether the cadence is for the team or just for you. Owners and admins set the available frequencies in Settings → Keep in touch.
• More on how these work inside the app: Keep in Touch and Reminders.

Tools used: dex_list_reminders, dex_list_upcoming_reminders_and_birthdays, dex_create_reminder, dex_update_reminder, dex_delete_reminder, dex_set_keep_in_touch, dex_complete_keep_in_touch