Contract and document expiry reminders

Purpose

1.1. Automate the tracking of contract and document expiry dates for all supplier and vendor agreements in an Indian sweets shop to prevent lapses in compliance, stock, or partnership.
1.2. Automates proactive notifications for review, renewal, and renegotiation, streamlining vendor management and minimizing operational risk.
1.3. Enables automated record-keeping and lifecycle management of contracts, service-level agreements, and compliance certificates.

Trigger Conditions

2.1. Contract/document expiry date approaching (e.g., 30/14/7 days before expiry).
2.2. New contract or document uploaded or updated in the system.
2.3. Scheduled automated checks run daily or weekly.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS via Messaging API; configure number, expiry date, SMS template for vendor reminders.
3.2. SendGrid Email
• Feature/Setting: Automate expiry notices through Templates API; configure sender, expiry fields, recipient lists.
3.3. Microsoft Outlook 365
• Feature/Setting: Automate calendar reminders using Graph API; create calendared alerts for expiry dates.
3.4. Google Calendar
• Feature/Setting: Automate event creation/invites with calendar.events.insert; map expiry metadata into event description.
3.5. Slack
• Feature/Setting: Automate scheduled channel messages using chat.postMessage; configure recipient channel and expiry context.
3.6. WhatsApp Business API
• Feature/Setting: Automate expiry messaging to supplier numbers with template messaging via /messages endpoint.
3.7. Trello
• Feature/Setting: Automate card creation or due date triggers using Cards API for each contract approaching expiry.
3.8. Asana
• Feature/Setting: Automate task creation and reminders through Tasks API, configured with expiry fields as due dates.
3.9. Google Sheets
• Feature/Setting: Automate row-based tracking using Apps Script triggers for expiry date and send emails/SMS on match.
3.10. Zoho CRM
• Feature/Setting: Automate workflow rules and scheduled actions to notify on contract expiration field triggers.
3.11. HubSpot
• Feature/Setting: Automate workflow automation to send reminders using custom properties for expiry dates.
3.12. Mailgun
• Feature/Setting: Automate expiry alert emails through Messages API; configure recipient lists, templates, and scheduling.
3.13. Salesforce
• Feature/Setting: Automate Process Builder flows to email responsible parties and vendors before document contract expiry.
3.14. Google Drive
• Feature/Setting: Automate expiry management using Drive API file metadata and scheduled triggers to read expiry tags.
3.15. Dropbox
• Feature/Setting: Automate document check using Dropbox API and trigger alerts if approaching expiry in file properties.
3.16. Airtable
• Feature/Setting: Automate record review and notifications using Airtable Automations for contracts nearing expiry.
3.17. Basecamp
• Feature/Setting: Automate to-do notifications and timeline entries with Events API for supplier contract deadlines.
3.18. Monday.com
• Feature/Setting: Automate board updates and notifications with automation recipes tied to contract expiry columns.
3.19. Freshdesk
• Feature/Setting: Automate ticket creation for each expiry, using automations triggered by expiry metadata.
3.20. Notion
• Feature/Setting: Automate reminders and page updates with database triggers for expiry properties.
3.21. Pipedrive
• Feature/Setting: Automate activities and notifications using API tied to contract expiration custom fields.

Benefits

4.1. Automate prevention of accidental expiry, ensuring uninterrupted supply chain and compliance.
4.2. Automates vendor relationships, supporting timely renegotiations and consistent communication.
4.3. Automation saves manual administrative labor, reducing error risk and increasing efficiency.
4.4. Enables fully automated audit trails, enhancing accountability for all contract and document renewals.
4.5. Supports automating scaling to more vendors and suppliers without extra manual overhead.