1.Detect expiration date changes
Integrate monday.com and workflow rules to detect expiration date changes for renewal planning.
Create subitems for expiring plans and assign owners
Automatically monitor expiration date changes across monday.com partnership plans. Create and update when expiration date exists, so you can update follow-up subitems, assign owners, and create missing follow-ups without manual follow-up paperwork.
How this automation assigns owners for expiring plans
When expiration dates change and teams lack lead time, follow-ups miss the window. This automation filters records, computes reminder dates, and updates or creates follow-up subitems and assigns ownersβso your team acts on time.
monday.comor swap with your favorite app
2.Skips when expiration date is missing
Integrate Filter by Zapier and workflow rules to continue only when the expiration date exists.
Filter by Zapieror swap with your favorite app
3.Calculates advance reminder date
Integrate Formatter by Zapier and date formatting tools to subtract 35 days and format the reminder date.
Formatter by Zapieror swap with your favorite app
4.Retrieves matching follow-up subitems
Integrate monday.com and data lookup tools to retrieve subitems and return subitem names and IDs.
5.Updates each subitem follow-up date
Integrate Looping by Zapier and workflow rules to iterate subitems and update each subitem date field.
Looping by Zapieror swap with your favorite app
6.Creates new follow-up subitems when needed
Integrate monday.com and record creation tools to create missing subitems and assign owners with the computed date.
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