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Send annual access review task to security team

Automatically monitor monthly access review start dates across Zapier scheduling and email delivery. Get review request emails when monthly cadence starts, configured review month matches, or the 15th run beginsβ€”so you can gate reviews, assign collectors, and escalate owners without manual follow-up.

How this automation kickstarts your access review requests

When the monthly review start date passes, teams can miss access review deadlines and delay collection. This automation starts the cadence by gating qualifying runs and sending review request emailsβ€”so your team can launch annual collection with the right owners.

  1. 1.Triggers on every month day 15

    Integrate Schedule by Zapier and workflow scheduling to map scheduled dates to the workflow run date for tracking review starts.

    Schedule by Zapieror swap with your favorite app
  2. 2.Filters qualifying review runs

    Integrate Filter by Zapier and conditional logic to evaluate qualifying monthly runs and continue only for the configured review month.

    Filter by Zapieror swap with your favorite app
  3. 3.Sends review request email

    Integrate Email by Zapier and email templating to send outbound access review requests with collector and escalation placeholders.

    Email by Zapieror swap with your favorite app

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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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