1.Runs daily at 2:00 PM
Integrate Schedule by Zapier and scheduling tools to map the daily trigger date into your expiry workflow.
Send expiry notice to members before viewing end
Automatically monitor expiring viewing access across Schedule by Zapier and Chatwork. Get proactive expiry alerts when daily checks run, expiry windows open, or access approaches endβso you can send direct messages, post team summaries, and reduce missed renewals without manual outreach.
How this automation prevents surprise expirations for members
When every day at 2:00 PM runs without timely outreach, members may miss viewing access renewal. This automation finds expiring members and filters cancellations and sends messages and posts summariesβso your team can prevent drop-offs before end dates.
Schedule by Zapieror swap with your favorite app
2.Adds 7 days to the date
Integrate Formatter by Zapier and date formatting tools to convert the trigger date into a formatted target date.
Formatter by Zapieror swap with your favorite app
3.Finds matching worksheet rows
Integrate Google Sheets and spreadsheet lookups to find member rows where the date column matches the target date.
Google Sheetsor swap with your favorite app
4.Loops through each found row
Integrate Looping by Zapier and row iteration tools to map member fields for each qualifying lookup result.
Looping by Zapieror swap with your favorite app
5.Skips cancelled or incomplete records
Integrate Filter by Zapier and validation rules tools to continue only records with no cancellation marker.
Filter by Zapieror swap with your favorite app
6.Messages members and posts summary
Integrate Chatwork and team rooms to send direct expiry messages and post counts and membership type summaries.
Chatworkor swap with your favorite app
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Strengthen customer relationships with automated renewal prompts, risk alerts, and outreach assignments
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Allen Lai, Head of Customer Experience
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