Scheduled vendor performance review notifications

Purpose

 1.1. Ensure timely vendor evaluations by automating scheduled performance review notifications for air filter suppliers.
 1.2. Facilitate ongoing supplier quality assessment, compliance checks, and contract negotiations.
 1.3. Centralize reminders to management and procurement teams for recurring review cycles.
 1.4. Reduce risk of lapsed supplier reviews affecting HVAC inventory quality or continuity.
 1.5. Document communication for audit trails and performance logs.

Trigger Conditions

 2.1. Predefined schedule (e.g., monthly, quarterly, bi-annually) based on contract terms or inventory movement.
 2.2. Supplier flagged for review based on performance threshold breaches detected in procurement systems.
 2.3. Upcoming contract renewal or expiration dates.
 2.4. Ad-hoc triggers: manual requests from quality management teams or anomalies flagged in ERP.

Platform Variants

 3.1. Microsoft Outlook
 • Feature/Setting: Calendar event creation via Graph API; set recurring review event with automated mail invites.

 3.2. Google Calendar
 • Feature/Setting: Use Google Calendar API for scheduled invite creation with custom reminder emails to team.

 3.3. Slack
 • Feature/Setting: Scheduled message API (chat.scheduleMessage) to alert procurement channels.

 3.4. Teams
 • Feature/Setting: Schedule messages using Teams Graph API with targeted group notifications.

 3.5. Twilio SMS
 • Feature/Setting: Programmable SMS endpoint to send scheduled alerts to mobile numbers of responsible staff.

 3.6. SendGrid
 • Feature/Setting: Automated email campaigns with dynamic templates via v3 Mail Send API on schedule.

 3.7. Asana
 • Feature/Setting: Task creation via Asana API; assign vendor review tasks with deadlines to procurement leads.

 3.8. Jira
 • Feature/Setting: Create scheduled issues via REST API for each supplier requiring performance review.

 3.9. Monday.com
 • Feature/Setting: API-based item creation in a review board; use automation recipes for recurring reminders.

 3.10. Trello
 • Feature/Setting: Scheduled card generation in procurement board using the Trello REST API.

 3.11. Salesforce
 • Feature/Setting: Automated task creation/notifications through Salesforce Flow or Process Builder.

 3.12. HubSpot
 • Feature/Setting: Workflow-based task and email reminders with contact segmentation for vendors.

 3.13. Zoho CRM
 • Feature/Setting: Automated reminders using scheduler and triggers through Deluge scripts.

 3.14. SAP Business One
 • Feature/Setting: Alert system configuration to dispatch review tasks on schedule via internal messaging.

 3.15. Oracle NetSuite
 • Feature/Setting: SuiteFlow configuration to trigger recurring review tasks and notifications.

 3.16. Airtable
 • Feature/Setting: Automation using scripts/triggers for new record creation in review table, plus email sending.

 3.17. Notion
 • Feature/Setting: Scheduled database entries and reminders using Notion API and integration tools.

 3.18. Zoho Mail
 • Feature/Setting: IMAP/SMTP or workflow automation to issue routine email notifications to stakeholders.

 3.19. Pipedrive
 • Feature/Setting: Scheduler automation for activities/todos related to vendor review, via Pipedrive API.

 3.20. Mailchimp
 • Feature/Setting: Scheduled campaign setup to email standardized review questionnaires or notices.

 3.21. Intercom
 • Feature/Setting: Scheduled targeted messages via Intercom API/automation to supplier owner segments.

 3.22. Freshdesk
 • Feature/Setting: Automated ticket creation and reminder notifications for vendor review processes.

Benefits

 4.1. Eliminates manual intervention, guaranteeing timely and consistent supplier reviews.
 4.2. Mitigates risk of missed assessments impacting HVAC filter quality.
 4.3. Centralizes review tracking and escalates non-compliance efficiently.
 4.4. Enables scalable notifications across diverse communication channels.
 4.5. Improves audit readiness and documentation of supplier management actions.