Reminders for contract and royalty milestones

Purpose

1.1. Automate reminders for contract and royalty milestones to ensure music publishers never miss critical dates such as contract renewals, royalty payment releases, review deadlines, or renegotiation points.
1.2. Enable automated notifications to both internal stakeholders and external partners to enforce transparency and legal compliance.
1.3. Automatedly track, organize, and communicate time-sensitive music publishing milestones across multiple channels to minimize risk of oversight.
1.4. Automating routine follow-ups to reduce operational workload for legal and finance departments.

Trigger Conditions

2.1. Date-based triggers when a contract or royalty milestone is approaching (e.g. 14/7/1 day reminders).
2.2. Status-based triggers, e.g., contract status changes to “expiring soon.”
2.3. Manual triggers by legal/admin for custom reminders.
2.4. External event triggers from CRM or publishing platforms.

Platform Variants

3.1. Twilio SMS
• Feature: Automated SMS sending.
• Setting: API endpoint /Messages with recipient, body, and schedule time.
3.2. SendGrid
• Feature: Email automation.
• Setting: /mail/send with dynamic template data; schedule via batch_id.
3.3. Slack
• Feature: Channel direct notifications.
• Setting: Incoming Webhook; JSON payload with message and target channel.
3.4. Microsoft Teams
• Feature: Automated chats or channel posts.
• Setting: Graph API POST /chats/{id}/messages with milestone content.
3.5. Gmail
• Feature: Automated email drafts and sends.
• Setting: Gmail API /users/me/messages/send with scheduled send.
3.6. Outlook 365
• Feature: Calendar and mail integration.
• Setting: Graph API /me/events for reminder invites; /me/sendMail for emails.
3.7. Google Calendar
• Feature: Event creation with automated reminders.
• Setting: Events.insert with reminders.overrides field.
3.8. Zoho CRM
• Feature: CRM milestone reminders.
• Setting: Workflows > Alerts; setup on Contracts module.
3.9. HubSpot
• Feature: Automated email/task creation.
• Setting: Workflows for Contracts pipeline; Enroll and trigger reminders.
3.10. Monday.com
• Feature: Board-based automations for milestones.
• Setting: Automate > When date arrives, notify person(s).
3.11. Asana
• Feature: Automated task and due-date reminders.
• Setting: Rules on date field triggers; auto-create sub-tasks/reminders.
3.12. Trello
• Feature: Card due reminders.
• Setting: Butler automation, triggers “due date approaching,” sends email or Slack.
3.13. Salesforce
• Feature: Automated milestone alerts.
• Setting: Process Builder/Flows on Contract object > trigger reminder actions.
3.14. Airtable
• Feature: Automated emails or Slack on milestone dates.
• Setting: Automations > When field is X days out, send email or message.
3.15. Notion
• Feature: Reminder and notification automations.
• Setting: Integration via API; scheduled scripts to notify users.
3.16. Pipedrive
• Feature: Deal/milestone notification automations.
• Setting: Workflow Automation > set trigger on contract custom field dates.
3.17. Mailgun
• Feature: Bulk milestone emails.
• Setting: API /messages endpoint with scheduling param.
3.18. Zapier
• Feature: Cross-platform triggers and sends.
• Setting: Zap with Contract milestone filter ➜ Email/SMS/Chat action.
3.19. WhatsApp Business API
• Feature: Automated chat reminders.
• Setting: /messages endpoint with template_id and recipient details.
3.20. Intercom
• Feature: Email or in-app notification automation.
• Setting: Campaigns > Automated messages triggered by date property.
3.21. ClickUp
• Feature: Task list reminders on milestones.
• Setting: Automations > When milestone date, assign/send notification.
3.22. Discord
• Feature: Automated milestone DMs/channel alerts.
• Setting: Bot via webhook/API posts milestone notifications.
3.23. Basecamp
• Feature: Schedule-based automated pings.
• Setting: “To-dos with dates”; assign automated pings for upcoming milestones.

Benefits

4.1. Automates critical communications, so deadlines are never missed.
4.2. Minimizes manual tracking, automating repetitive, error-prone tasks.
4.3. Automated reminders drive compliance and legal accuracy in royalty cycles.
4.4. Scalable for any number of contracts—automation reduces individual workload.
4.5. Multi-platform automation ensures all stakeholders are informed by their preferred channels.
4.6. Increases stakeholder confidence via automated, auditable reminder trails.
4.7. Enables easy adjustment or escalation in automators for complex milestone scenarios.
4.8. Optimizes resource allocation by automating routine communications.