Purpose
1. Automate the process of sending reminders for contract renewals or negotiations with suppliers and vendors in a racing car parts store, minimizing manual tracking and preventing lapses in supply chain continuity.
2. Ensure that contract expiration dates are not missed by automatedly alerting responsible staff, thereby improving vendor relationship management and negotiating leverage.
3. Maintain compliance by automating documentation timelines and triggering automated escalation if no action is taken on critical contracts.
Trigger Conditions
1. Date-based: Automated check on contract expiry/renewal date matches within a configurable window (e.g., 30, 14, 7 days before expiry).
2. Database update: Automation runs when a new contract or renewal date is saved, or existing contract modified.
3. Manual trigger: Automatedly allow staff to trigger “remind” workflow for selected contracts.
Platform Variants
1. Microsoft Outlook Calendar
- Feature/Setting: Automated Event Reminders set via Calendar API for contract dates, configuring “Send Reminder” 14 and 7 days prior.
2. Google Calendar
- Feature/Setting: Automation of calendar event creation for each contract, using Google Calendar API for reminders and notifications.
3. Slack
- Feature/Setting: Configure Slack Bot using Reminders API to mention responsible channel members with reminders on contract deadlines.
4. Twilio SMS
- Feature/Setting: Automated SMS dispatch using Twilio Messaging API with event-based triggers for contract renewal reminders.
5. SendGrid
- Feature/Setting: Email Automation by SendGrid API — send templated, customizable reminder emails on set dates.
6. Salesforce
- Feature/Setting: Automate reminders by workflow rule or Flow Builder—triggers notifications to owners of supplier records before renewal.
7. HubSpot
- Feature/Setting: HubSpot Workflow automations to schedule and send email or in-app alerts based on contract lifecycle dates.
8. Monday.com
- Feature/Setting: Item automation—“When date arrives, notify someone” for contract expiry tracking, using board automations.
9. Asana
- Feature/Setting: Asana Rule to auto-assign tasks and notify assignees when contract milestone approaches.
10. Trello
- Feature/Setting: Butler Automation—automated “Due Date” reminders in cards associated with contract tracking.
11. Zoho CRM
- Feature/Setting: Workflow Automation for task creation and email notification based on expiration date fields in supplier modules.
12. Airtable
- Feature/Setting: Airtable Automations—date-based triggers in base tables to send emails via Gmail or Slack integration.
13. SAP Business One
- Feature/Setting: Create auto-alerts via SAP Alert Management function for contract renewal deadlines.
14. Oracle NetSuite
- Feature/Setting: SuiteFlow workflow automation to send reminders, create tasks, or escalate non-renewed contracts.
15. DocuSign
- Feature/Setting: Envelope Reminders via DocuSign API to notify stakeholders before contract renewal or negotiation is due.
16. Pipedrive
- Feature/Setting: Automator for setting reminders on deals with attached contract expiry dates, notifies by email/app.
17. Zoho Contracts
- Feature/Setting: Renewal Alerts configuration to automatedly email, notify, or create tasks before contract expiry.
18. Notion
- Feature/Setting: Notion automations with date property reminders and Slack integration for automated alerts.
19. Freshworks CRM
- Feature/Setting: Automated workflows to schedule email notifications or assign follow-ups on contract expiration.
20. ClickUp
- Feature/Setting: Task automation to set reminders for contract-renewal date fields and automated notifications to stakeholders.
Benefits
1. Automated reminders improve supplier relationship management and transparency.
2. Eliminates manual errors in contract renewal tracking, increasing operation reliability.
3. Automates compliance enforcement, reducing risk of missed negotiations.
4. Automator ensures timely escalation and action for critical supplier contracts.
5. Frees teams to focus on negotiation strategy, not routine tracking, leveraging business automation at scale.