Purpose
1.2. Automate escalation and acknowledgement tracking for each expiring contract, with support for various notification channels (SMS, email, chat, phone).
1.3. Maintain renewal status, history, and documentation for audits and regulatory requirements within a single workflow.
Trigger Conditions
2.2. Contract renewal task not marked as complete in supplier management system.
2.3. Manual trigger upon request by procurement manager.
2.4. Receipt of updated supplier contract in digital document repository.
Platform variants
3.1. Microsoft Outlook
• Feature: Calendar Event Creation, Email Reminder
• Setting: Use "Create Event" API and "Send Email Notification" with contract as attachment and renewal deadline.
3.2. Google Calendar
• Feature: Reminders, Event Notification
• Setting: Create calendar event via Calendar API; enable multiple automated email reminders.
3.3. Twilio
• Feature: SMS Alert
• Setting: Use Programmable Messaging API to deliver SMS reminders to stakeholders’ numbers.
3.4. Slack
• Feature: Channel Notification
• Setting: Use "chat.postMessage" to designated channel with contract link and renewal checklist.
3.5. Microsoft Teams
• Feature: Message, Scheduled Reminder
• Setting: Send adaptive card or chat message using Graph API to procurement and contract owners.
3.6. Salesforce
• Feature: Task Automation
• Setting: Create task via REST API, attach renewal details, trigger follow-up workflow.
3.7. SAP Ariba
• Feature: Supplier Management Notification
• Setting: Use Supplier Lifecycle API to schedule automatic renewal alerts to responsible users.
3.8. DocuSign
• Feature: Envelope Sending, Reminder
• Setting: Use "Envelopes: create" for new contract and in-built reminder API for unsigned documents.
3.9. Zendesk
• Feature: Ticket Generation
• Setting: Automatically open support ticket for contract renewal review using API.
3.10. ServiceNow
• Feature: Workflow Task
• Setting: Use Flow Designer to assign and track contract renewal tasks with deadline notifications.
3.11. Monday.com
• Feature: Board Automation
• Setting: Set up automation recipe to notify board members X days before contract expiry.
3.12. Asana
• Feature: Task with Due Date
• Setting: Use API to create task assigned to procurement with due date and recurring comments.
3.13. Oracle NetSuite
• Feature: Workflow Action
• Setting: Create scheduled workflow for contract records near expiry, email responsible users.
3.14. Smartsheet
• Feature: Automated Alerts
• Setting: Use automation trigger to email or text contract owner before contract expiration.
3.15. HubSpot
• Feature: Workflow Task
• Setting: Use workflow automation to create renewal deal/task and send internal alert.
3.16. Airtable
• Feature: Scripted Notification
• Setting: Set up automation script to find contracts near expiry and email notification.
3.17. Google Sheets
• Feature: Script-based Email Reminder
• Setting: Use Apps Script to check dates and dispatch email alerts for pending renewals.
3.18. Intercom
• Feature: Automated Message
• Setting: Set up in-app message or email via API to procurement when contract nears expiry.
3.19. Zoho CRM
• Feature: Workflow Alert
• Setting: Configure workflow rule to send renewal email or SMS to manager.
3.20. Jira
• Feature: Issue Creation
• Setting: Use REST API to automatically create issue for each contract requiring renewal, assign, and deadline set.
3.21. ClickUp
• Feature: Task Reminder
• Setting: Automation to trigger reminders and set assignment before contract expires.
3.22. BambooHR
• Feature: Document Expiry Alert
• Setting: Track documents, auto-notify HR/procurement on upcoming supplier contract expiration.
3.23. Pipedrive
• Feature: Activity Scheduling
• Setting: Automated activity/task on nearing contract expiration using API.
3.24. SendGrid
• Feature: Transactional Email
• Setting: Trigger renewal emails from external workflow with dynamic contract data in content.
Benefits
4.2. Reduces manual tracking burden for procurement, increasing efficiency.
4.3. Ensures full traceability and compliance through audit-ready renewal records.
4.4. Enables proactive supplier engagement and negotiation ahead of time limits.
4.5. Allows escalation or delegation if initial reminders are unacknowledged.