Procurement & Supplier ManagementPurpose
1.2. Ensures procurement deadlines and supplier schedules are automatedly tracked, communicated, and escalated to mitigate delays.
1.3. Automation supports supply chain transparency, timely installation, contract compliance, and customer satisfaction in lighting contractor corporate operations.
Trigger Conditions
2.2. New supplier entered or new PO automatically activates recurring check-ins.
2.3. Delivery status remains "pending" or "undelivered" as deadline approaches (configurable window e.g. 1, 3, or 7 days prior).
2.4. Automation escalates reminders if no action or acknowledgment is received from supplier after first alert.
Platform Variants
3.1. Twilio
• Feature/Setting: Automated SMS via Programmable Messaging API.
• Example: POST to /Messages with {to: supplier_phone, body: "Reminder: Delivery due in 2 days."}
3.2. SendGrid
• Feature/Setting: Automated email using Mail Send API.
• Example: POST to /mail/send with subject "Procurement Delivery Reminder".
3.3. Slack
• Feature/Setting: Automated reminders in supplier or procurement team channels via Incoming Webhooks.
• Example: POST JSON with message to webhook URL.
3.4. Microsoft Teams
• Feature/Setting: Automated adaptive cards via Microsoft Graph API.
• Example: POST to /chats/{chat-id}/messages with delivery details.
3.5. Gmail
• Feature/Setting: Automated email via Gmail API.
• Example: POST to /gmail/v1/users/me/messages/send.
3.6. Outlook 365
• Feature/Setting: Automated email scheduling via Microsoft Graph API.
• Example: POST to /me/sendMail with custom deadline reminder.
3.7. Google Calendar
• Feature/Setting: Automated event and email reminders via API.
• Example: POST to /calendars/{calendarId}/events.
3.8. HubSpot
• Feature/Setting: Automated workflow emails and task reminders.
• Example: Drag workflow trigger "Delivery Date Approaching".
3.9. Salesforce
• Feature/Setting: Automated workflow/email alerts from Process Builder.
• Example: Rule: "Delivery Due Date < NOW() + 3 days".
3.10. Zoho CRM
• Feature/Setting: Automated workflow reminders via Automation Rules.
• Example: "If delivery expected date minus 2 days, send email".
3.11. Monday.com
• Feature/Setting: Automation recipes for due-date reminders in boards.
• Example: "When deadline arrives, notify [person]".
3.12. Asana
• Feature/Setting: Automated reminder tasks using Rules.
• Example: Trigger “Due date is approaching” → “Send reminder”.
3.13. Trello
• Feature/Setting: Butler automation for card due reminders.
• Example: “2 days before due date, post comment/tag member”.
3.14. Jira
• Feature/Setting: Automation Rules for issue due-date reminders.
• Example: Scheduled rule “Due in X days” → “Email assignee”.
3.15. ClickUp
• Feature/Setting: Automate notifications and emails for task deadlines.
• Example: “If due date <= today+2, send notification”.
3.16. Zendesk
• Feature/Setting: Automated trigger to alert when delivery SLA at risk.
• Example: “On ticket, if ‘delivery_due < today + 3’, send reminder”.
3.17. Notion
• Feature/Setting: Automated reminder by linking to external workflow tools via API.
• Example: Database integration with external automator.
3.18. Pipedrive
• Feature/Setting: Automated workflow emails based on custom dates.
• Example: Action: “Send message 3 days before delivery date”.
3.19. Mailgun
• Feature/Setting: Automated transactional email API.
• Example: POST to /messages with dynamic delivery deadline template.
3.20. PagerDuty
• Feature/Setting: Automated escalated alerts for missed or critical deadlines.
• Example: Create new incident if supplier non-response.
3.21. AirTable
• Feature/Setting: Automate scheduled notifications using scripting/API.
• Example: Scheduled automation “DueDate < now + 3”.
3.22. Basecamp
• Feature/Setting: Automated deadline to-do reminders.
• Example: “Due soon” automatic ping.
Benefits
4.2. Automating reminders mitigates costly delays and errors in lighting projects.
4.3. Automated escalation ensures supplier accountability and responsiveness.
4.4. Automation improves transparency for procurement and project management teams.
4.5. Automator reduces risk of contract penalties and boosts customer trust.
4.6. Automatedly logs all reminder activity for compliant audit trails.
4.7. Automating routine communication supports team focus on high-value tasks.