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Scheduled lease expiry notifications to tenants and management

Purpose

1.1. Automate delivery of lease expiry notifications to tenants and management, preventing missed renewals/evictions.
1.2. Enable automated escalation, reminders, and customizable communication flows for business park lease management.
1.3. Automates compliance with lease terms by keeping all parties informed well in advance through scheduled automations.
1.4. Supports integration into tenant management, CRM, email, SMS, and document creation automators for seamless workflow.

Trigger Conditions

2.1. Lease end date matches a pre-set notification interval (e.g., 90/60/30/7 days prior).
2.2. Automated review of lease database occurs daily/weekly by automating platforms.
2.3. Lease-expiry status detected during periodic data sync.
2.4. Manual override trigger for urgent expiry notification automation.

Platform Variants

3.1. Microsoft Outlook
• Calendar API: Schedule automated calendar events for notifications.
3.2. Google Calendar
• Calendar API: Automate event creation and email invitations for expiry reminders.
3.3. Twilio
• SMS API: Automate sending personalized SMS notifications for upcoming expiries.
3.4. SendGrid
• Mail Send API: Automate batch emails for lease expiry notifications with template merging.
3.5. Slack
• Reminders/Create API: Automate Slack DM or channel reminders tagging management teams.
3.6. Salesforce
• Process Builder + Email Alerts: Automate expiry alerts to contact roles and record owners.
3.7. HubSpot
• Workflows API: Automate follow-up sequences for expiring leases with customizable timelines.
3.8. Zoho CRM
• Workflow Automation: Automate lead/task/email creation and notifications for expiring leases.
3.9. DocuSign
• Envelope API: Automate sending expiry forms/renewal documents for digital signature.
3.10. Monday.com
• Automations: Automate notifications, item status updates, and reminders to boards.
3.11. Trello
• Card Due Reminders: Automate card creation for lease monitoring and due date notifications.
3.12. Asana
• Rules/Automations: Automate task generation and reminder notifications.
3.13. Airtable
• Automations: Automate filtered record notifications and update related tables on expiry.
3.14. Pipedrive
• Scheduler API: Automate activities and reminders linked to contacts and organizations.
3.15. Freshdesk
• Ticket Automation: Automate ticket creation and escalations during expiry windows.
3.16. Zoho Books
• Workflow Automation: Automate invoice and notification flows related to expiries.
3.17. Mailgun
• Messages API: Automate transactional lease expiry emails with dynamic fields.
3.18. SMSGlobal
• Messaging API: Automate expiry SMS to global tenants and managers.
3.19. Google Sheets
• Apps Script: Automate scanning expiry dates, emailing reminders, and updating status.
3.20. Microsoft Teams
• Automated flows: Automate chat notifications and meeting scheduling for lease review.

Benefits

4.1. Automates time-sensitive communication, reducing manual oversight.
4.2. Enables automating compliance with internal/external lease management policies.
4.3. Speeds up decision making with instant automator notifications.
4.4. Reduces risk of lease lapses or unplanned vacancies through proactive automation.
4.5. Supports automating multi-channel, multi-party notification workflows for maximum visibility.
4.6. Eliminates duplicated effort with a single configurable automation process.

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