1.Detect renewal column change
Integrate monday.com and board automations to monitor when a configured renewal column changes to trigger renewal outreach.
Send final renewal reminder to resident and record outreach
Automatically monitor renewal column changes across monday.com and tenant outreach with Formatter by Zapier and Microsoft Outlook. Send final renewal emails and update outreach status back in monday.comβso you can deliver final notices without manual follow-up or spreadsheet work.
How this automation sends final renewal notices reliably
When the final renewal indicator stays trapped in a board, tenants can miss critical timing and teams lose audit trails. This automation formats tenant details, sends a tailored final renewal email, and updates monday.com outreach recordsβso your team can act fast with clear proof.
monday.comor swap with your favorite app
2.Extracts name tokens
Integrate Formatter by Zapier and mapping rules to extract name parts to personalize greetings in your message.
Formatter by Zapieror swap with your favorite app
3.Formats dates for message
Integrate Formatter by Zapier and date formatting tools to convert lease and offer dates into MM/DD/YY tokens for placeholders.
4.Sends tailored renewal email
Integrate Microsoft Outlook and email templates to send the final renewal message using recipient and date placeholders.
Microsoft Outlookor swap with your favorite app
5.Updates item outreach status
Integrate monday.com and reporting fields to update the board with send timestamps and a final notice sent status.
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