Notification for document expiration/renewal

Purpose

 1.1. Automate notifications for document expiration or renewal to ensure electric motor vehicle dealers remain compliant and avoid legal or operational risks.
 1.2. Automatically track registration, licenses, insurance, and other critical documents for timely renewal and uninterrupted dealership operations.
 1.3. Facilitate automated reminders to responsible personnel, reducing manual errors and workload associated with compliance management.

Trigger Conditions

 2.1. Detect upcoming expiration dates (e.g., 30, 15, 7, and 1 day(s) before expiry) from a document management repository.
 2.2. Automated update when a new document is uploaded, changed, or marked as renewed.
 2.3. Automated scheduled time-based checks (daily/weekly) to review and initiate workflows for expiring credentials.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use Programmable Messaging API; automate SMS alerts via `POST /Messages` to designated numbers.
 3.2. SendGrid
  • Feature/Setting: Use Mail Send API; automate email notifications with `v3/mail/send`.
 3.3. Slack
  • Feature/Setting: Incoming Webhooks; automate messages to channels/users by POSTing to Webhook URL.
 3.4. Microsoft Teams
  • Feature/Setting: Use Connector Webhook; automate notifications to Teams channels by POSTing JSON payload.
 3.5. Google Chat
  • Feature/Setting: Incoming Webhooks; automate alerts to Chat rooms using authenticated POST.
 3.6. Telegram
  • Feature/Setting: SendMessage Bot API; automate expiry reminders with `POST https://api.telegram.org/bot/sendMessage`.
 3.7. WhatsApp (via Twilio)
  • Feature/Setting: Use Twilio API for WhatsApp; automate WhatsApp messages for renewals using same Messaging API.
 3.8. Microsoft Outlook (Office 365)
  • Feature/Setting: Use Graph API `/sendMail`; automate sending compliance expiration emails.
 3.9. Gmail
  • Feature/Setting: Use Gmail API `/users/{userId}/messages/send`; automate notification emails to staff.
 3.10. Salesforce
  • Feature/Setting: Automate Case or Task Creation via REST API `/services/data/vXX.X/sobjects/Task`; assign action for renewals.
 3.11. HubSpot
  • Feature/Setting: Workflow Automation; trigger expiry reminders with Workflow Email or Task API (`/crm/v3/objects/tasks`).
 3.12. Monday.com
  • Feature/Setting: Automate item updates and notifications using Automations and API `/v2/notifications`.
 3.13. Asana
  • Feature/Setting: Use Asana API to create automated tasks for renewals `/tasks` endpoint.
 3.14. Trello
  • Feature/Setting: Trello API to create cards/checklists on expiry events using `/1/cards` endpoint.
 3.15. Zoho CRM
  • Feature/Setting: Automation Rules & API `/crm/v2/notifications`; send webhooks on expiry triggers.
 3.16. Notion
  • Feature/Setting: Database automation with Notion API `/v1/pages`; automate deadline update and reminders.
 3.17. Google Calendar
  • Feature/Setting: Use Google Calendar API to create automated events/reminders for expiration dates `/calendars/events`.
 3.18. Airtable
  • Feature/Setting: Use Airtable Automations or API to automate record updates and notifications `/v0/{baseId}/{tableName}`.
 3.19. Zapier
  • Feature/Setting: Multi-platform automator; automate connections between triggers and notifications via built-in integrations.
 3.20. DocuSign
  • Feature/Setting: Envelope Expiry Notification via API; automate email reminders on document expiration.

Benefits

 4.1. Automated notifications ensure compliance by preventing expired documentation.
 4.2. Save time with automated reminders, reducing manual compliance checks.
 4.3. Minimize business interruption risk with advance, automated alerts.
 4.4. Automator platform diversity enables multi-channel, redundant coverage.
 4.5. Scalable automation supports multiple document types and dealers.
 4.6. Automation enhances audit trails for regulated environments.
 4.7. Streamlined, automated processes increase staff focus and efficiency.