1.Runs monthly renewal scan
Integrate Schedule by Zapier to start the monthly run based on the configured day and time to review contracts.
Create monthly renewal review event for expiring contracts
Automatically run a monthly scan of contract expiry windows across Schedule by Zapier and Google Sheets. Create renewal review follow-up by sending owner emails when expiry dates near, contracts become eligible, or inactive flags stay clearβso you can filter renewals, notify owners, and schedule calendar reviews without manual follow-up.
How this automation schedules renewal reviews
When the monthly renewal scan is missed, expiring contracts can slip and renewals stall. This automation runs a sheet scan, filters eligible contracts, emails owners, and creates calendar review eventsβso owners act fast.
Schedule by Zapieror swap with your favorite app
2.Loads worksheet renewal line items
Integrate Google Sheets and reporting tools to get many rows from the configured worksheet to return contract line items.
Google Sheetsor swap with your favorite app
3.Filters contracts expiring soon
Integrate Filter by Zapier to continue only for line items where expiry dates fall within 30 days to qualify renewals.
Filter by Zapieror swap with your favorite app
4.Emails owners renewal details
Integrate Email by Zapier and email templating to send an email to each configured owner with expiry context to notify owners.
Email by Zapieror swap with your favorite app
5.Creates owner review event
Integrate Google Calendar to create a detailed event at 10:00 with contract references and the owner as attendee to schedule reviews.
Google Calendaror swap with your favorite app
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Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks
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