1.Runs monthly on day 28
Integrate Schedule by Zapier and workflow scheduling tools to detect the monthly check window for expiry processing.
Send 90-day contract expiry notice to business owners
Automatically run a monthly check for 90-day contract expiries across Formatter by Zapier, Zapier Tables, and Microsoft Outlook. Get expiry notice emails when 90-day window matches, rolling-agreement tag is present, or owner email is validβso you can notify owners, send standardized notices, and protect renewal timelines without manual follow-up.
How this automation sends 90-day expiry notices
When the monthly schedule runs, missed expiry windows can delay renewals and create avoidable outreach gaps. This automation formats the 90-day target, finds rolling agreements by month, filters qualifying owners, loops records, and emails expiry noticesβso your team can prevent missed renewals.
Schedule by Zapieror swap with your favorite app
2.Formats target month and lookup date
Integrate Formatter by Zapier and date manipulation tools to compute the target month and year for contract lookup.
Formatter by Zapieror swap with your favorite app
3.Searches table for rolling agreements
Integrate Zapier Tables and database query tools to find matching records by month/year and rolling-agreement tag.
Zapier Tablesor swap with your favorite app
4.Continues only for qualifying records
Integrate Filter by Zapier and validation checks to proceed only when a valid owner email and matching rows exist.
Filter by Zapieror swap with your favorite app
5.Loops through each matching record
Integrate Looping by Zapier and record iteration tools to expose owner email and contract fields for the email step.
Looping by Zapieror swap with your favorite app
6.Sends 90-day expiry notice email
Integrate Microsoft Outlook and templated email tools to send expiry notices with contract details to each owner.
Microsoft Outlookor swap with your favorite app
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Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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