Storage assignment and renewal notifications

Purpose

1. Automate assignment of equipment storage slots to rowing club members based on availability and activity status.

2. Automate sending storage renewal notifications to members nearing expiry, enabling proactivity in renewals.

3. Automating reminders for physical check-ins or storage retrieval, optimizing facility usage.

4. Centralized automated tracking of slot assignments, histories, and renewals to minimize administrative workload.

5. Provide automated records for auditing equipment use and storage status to meet compliance and club policy.

Trigger Conditions

1. New storage slot assignment for a member or equipment upon application approval.

2. Automated detection of upcoming storage slot expiry within configurable days (e.g., 30/14/7 days before).

3. Upon payment of storage renewal or release of slot.

4. Automatedly triggered when member status changes from active to inactive.

5. When capacity threshold for storage facility is reached.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automates SMS notifications via Programmable Messaging API; configure webhook trigger on storage assignment/renewal events.
  

2. SendGrid

• Feature/Setting: Automates email notifications via API v3 Mail Send endpoint; configure dynamic templates for storage reminders.
  

3. Slack

• Feature/Setting: Automates internal admin alerts using Incoming Webhooks; set channel for real-time renewal notifications.
  

4. Microsoft Teams

• Feature/Setting: Automates posting via Teams Bot; set adaptive card with storage slot and renewal info.
  

5. Google Sheets

• Feature/Setting: Automates row insertion/update using Sheets API; webhook triggers on assignment/modification events.
  

6. Airtable

• Feature/Setting: Automates record update via Airtable API; use view filters for expiring storage notifications.
  

7. Salesforce

• Feature/Setting: Automates task and email workflow via Process Builder/API; configure custom object for storage slots.
  

8. Zapier

• Feature/Setting: Automates multi-app workflows; configure calendar and notification steps triggered by sheet/database update.
  

9. Outlook 365

• Feature/Setting: Automates calendar event creation and email via Microsoft Graph API; set reminders for storage calendar.
  

10. Mailchimp

• Feature/Setting: Automates segmented email campaigns for storage reminders; use audience tags for assignment status.
  

11. HubSpot

• Feature/Setting: Automates contact workflow using Workflows API; custom properties for storage expiration.
  

12. Monday.com

• Feature/Setting: Automates board item creation/update with API; use notification pulses for renewals.
  

13. Notion

• Feature/Setting: Automates database update via Notion API; link expiry fields to notification system.
  

14. Trello

• Feature/Setting: Automates card due dates and notifications with Trello API; track slot renewals as cards.
  

15. Asana

• Feature/Setting: Automates task assignment/alerts with Asana API; renewal dates as task deadlines.
  

16. WhatsApp Business API

• Feature/Setting: Automates direct messaging of reminders using WhatsApp Cloud API on expiry triggers.
  

17. DocuSign

• Feature/Setting: Automates sending digital renewal agreements using eSignature REST API on renewal trigger.
  

18. Google Calendar

• Feature/Setting: Automates event creation and reminders using Calendar API; configurable for club event reminders.
  

19. Zoho CRM

• Feature/Setting: Automates workflow rule for storage deadline alert; use custom module for storage slots.
  

20. Pipedrive

• Feature/Setting: Automates storage expiry as deal stage; automate reminders using activities API.
  

21. Freshdesk

• Feature/Setting: Automates ticket creation for manual intervention via API when renewal unattended.
  

22. Intercom

• Feature/Setting: Automates in-app reminders and chat nudges for lapsing storage via Webhooks API.
  

Benefits

1. Automates renewal processes, reducing manual follow-up and errors.

2. Provides proactive, automated communication resulting in fewer lapsed memberships/storage slots.

3. Centralizes roster and storage data for better visibility and compliance.

4. Streamlines member experience with timely automated notifications.

5. Reduces admin burden by automating repetitive tasks and reminders.

6. Data-driven automation empowers actionable reporting for management.

7. Scalable automation handles seasonal surge without extra overhead.