Purpose
1. Automate supplier contract renewal reminders to ensure that all drinking water supplier agreements are proactively monitored, renewing on time to avoid service interruptions, compliance issues, or price increases.
2. Automating the identification of expiring supplier contracts, notification workflows, and management escalations enhances operational resilience and regulatory adherence in the water supply sector.
3. Integrates with document repositories, contract management tools, and messaging systems to centralize contract expiry, automate renewals, and ensure compliance with procurement policies.
Trigger Conditions
1. Automator detects when a contract expiration date is within a predefined, configurable window (e.g., 60/30/7 days before expiry).
2. Contract metadata is updated or created in a contract management solution.
3. Automated scan of document repositories identifies contracts with lapsed renewal tasks or missing status tags.
4. Scheduled automation executes based on a regular interval (e.g., daily/weekly at specified time).
Platform Variants
1. Twilio SMS
- Feature: Programmable Messaging — configure SMS API to send automated expiry reminders to procurement staff; Sample: POST /Messages with contract details.
2. SendGrid
- Feature: Email API — automate sending structured renewal notices to admins and contract owners; Sample: v3/mail/send with template ID for contract reminders.
3. Microsoft Outlook 365
- Feature: Flow API (Microsoft Graph) — automating calendar events and renewal tasks; Sample: POST /me/events to insert renewal appointments.
4. Slack
- Feature: Incoming Webhooks — automator posts renewal alerts directly to procurement or legal channels; Sample: Webhook URL with JSON payload.
5. Google Calendar
- Feature: Events API — automated creation of renewal events with contract links; Sample: events.insert with description and expiry date.
6. DocuSign
- Feature: Envelopes API — automate creation of renewal request envelopes for digital signing; Sample: POST /v2.1/accounts/{accountId}/envelopes.
7. Salesforce
- Feature: Process Builder/Flow — automate task creation and renewal notification to account managers; Sample: Create a record-triggered flow on Contract object expiry.
8. HubSpot
- Feature: Workflows — automating email and task reminders 30 days before supplier contract end dates; Sample: Workflow triggers on “Contract End Date”.
9. Zoho CRM
- Feature: Automation Rules — set workflow to automate email/SMS reminders for upcoming contract expiries; Sample: Workflow rule on contract expiry field.
10. Monday.com
- Feature: Automations Center — automates board notifications, email reminders linked to expiry dates; Sample: "When date arrives, notify".
11. Asana
- Feature: Rules/Workflows — automate task assignment for renewal follow-ups; Sample: Rule for “Due Date Approaching”.
12. Google Sheets
- Feature: Apps Script — automating reminders based on spreadsheet contract expiry columns; Sample: Script triggers emailing on expiry date match.
13. Notion
- Feature: Database Automation — auto-tag and notify collaborators for contracts nearing expiry; Sample: Formula column plus Slack integration.
14. Airtable
- Feature: Automations — set triggers to automate contractor reminder emails; Sample: “When record matches condition—expiry date…”
15. SAP Ariba
- Feature: Contract Workspace Alerts — automates renewal workflow notifications via backend settings/API.
16. Oracle Procurement Cloud
- Feature: Alerts Management — configure expiry alerting automator in contract module.
17. ServiceNow
- Feature: Flow Designer — automates renewal case creation and escalation; Sample: “When contract end date equals today + X days…”.
18. DocuWare
- Feature: Workflow Designer — automate task notifications for imminent contract expiration.
19. Trello
- Feature: Butler Automations — automatically move cards or notify about contracts due for renewal.
20. Zoho Creator
- Feature: Deluge Scripting — automate sending custom renewal reminders based on contract expiry fields.
21. ClickUp
- Feature: Automations — automate comment, status changes, and notifications on contract calendar dates.
22. Microsoft Teams
- Feature: Connectors — automated posting of renewal alert cards to procurement team channels.
Benefits
1. Automates timely supplier contract renewal, reducing risk of lapsed agreements and uninterrupted supply.
2. Facilitates regulatory and audit readiness through automated reminders and digital trail.
3. Streamlines task handover and escalation by automating workflow assignments and notifications.
4. Improves procurement team efficiency by minimizing manual tracking with end-to-end automation.
5. Enhances supplier relationships through proactive, automated communication and process transparency.