Expiry reminders for contracts and certifications

Purpose

1.1. Automatically monitor contract and certification expiry dates for awning suppliers, alert relevant stakeholders, and trigger renewals or follow-up processes.
1.2. Automate tracking, reminders, and escalations for compliance, minimizing risks and avoiding lapses in legal coverage or product certifications.
1.3. Automate centralized management of documentation expiry relevant to building materials and awnings’ regulatory frameworks.

Trigger Conditions

2.1. Automated trigger when a contract or certificate nears expiry (configurable number of days before expiry).
2.2. Triggered by changes in contract status or new document uploads.
2.3. Automated scheduled checks for renewal deadlines or compliance milestones.
2.4. Manual ad hoc trigger via dashboard for immediate expiry status review.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate SMS expiry reminders to staff; Configure with API endpoint: `/Messages` and set scheduled automation per expiry data.
3.2. SendGrid
- Feature/Setting: Automated email reminders; Use Mail Send API `/mail/send` with templated content.
3.3. Slack
- Feature/Setting: Automated Slack message reminders to channels or users; Use `chat.postMessage` API and schedule via automated workflow.
3.4. Microsoft Outlook 365
- Feature/Setting: Calendar invites and email reminders automated through Outlook Calendar and Mail APIs (`/me/events`, `/me/sendMail`).
3.5. Google Calendar
- Feature/Setting: Automate event creations for expiry; Use Calendar API `/calendars/events/insert` for expiry milestones.
3.6. Salesforce
- Feature/Setting: Automates expiry tracking with Workflow Rules and Process Builder to send notifications.
3.7. Zendesk
- Feature/Setting: Automated support tickets for expiring contracts via Ticket API `/api/v2/tickets` with conditional triggers.
3.8. Monday.com
- Feature/Setting: Automate expiry tracking via date columns and automations, with notifications per date field approaching expiry.
3.9. Asana
- Feature/Setting: Automated task assignment on approaching expiry using Rules; Configure “Due Date is Approaching” triggers.
3.10. Trello
- Feature/Setting: Butler Automation for card due date reminders, configure “due soon” triggers.
3.11. DocuSign
- Feature/Setting: Automated envelope status checks and notifications with “GET /envelopes/{envelopeId}” API and Connect webhook.
3.12. Dropbox
- Feature/Setting: File expiry notification with Dropbox API `/files/list_folder` and automatedly triggering alerts on metadate checks.
3.13. OneDrive
- Feature/Setting: Automated scan for expiring files, trigger notification via Graph API `/drive/root/children`.
3.14. Zoho CRM
- Feature/Setting: Workflow automator for document expiry fields, notifications using CRM’s workflow rule engine.
3.15. HubSpot
- Feature/Setting: Automated date-based workflow automations; trigger emails/tasks on expiry-approaching properties.
3.16. Notion
- Feature/Setting: Reminder automation on expiry date properties using Notion API and scheduled notifications.
3.17. Airtable
- Feature/Setting: Automated scripts and date-based automations for record expiry, trigger emails/SMS with extensions.
3.18. Google Sheets
- Feature/Setting: Google Apps Script automates date checks in sheets and pushes reminders via Gmail API.
3.19. SAP
- Feature/Setting: Automated contract lifetime management via SAP Workflow, configured to send reminders upon expiry triggers.
3.20. Jira
- Feature/Setting: Automates expiry alerts using custom fields and Automation Rules, triggering issues or notifications as expiry nears.
3.21. ClickUp
- Feature/Setting: Automated reminder and task assignment via “Due Date” automations.
3.22. Freshdesk
- Feature/Setting: Automated ticket creation and deadline reminders using scenario automator for expiry events.
3.23. Mailgun
- Feature/Setting: Automated expiry email configurations using `/messages` API and scheduled automation jobs.
3.24. Microsoft Teams
- Feature/Setting: Send expiry notifications to channels using “Create a chat message” Graph API endpoint, trigger on document expiry.

Benefits

4.1. Automatedly minimizes risk of expired documentation and missed contract renewal deadlines.
4.2. Automates compliance and audit reporting requirements for awning suppliers.
4.3. Increases operational efficiency and reduces manual tracking errors through automation.
4.4. Provides scalable, automatable reminders regardless of team size or document volume.
4.5. Enables proactive compliance maintenance and improved client trust with reliable automated expiry notifications.