1.Runs daily schedule check
Integrate Schedule by Zapier and scheduling tools to trigger a renewal window check for contracts due in three months.
When the daily schedule runs, missed three month expirations can delay outreach and weaken renewals. This automation formats due dates, finds matched tasks, sends stakeholder emails, and updates each task so your team can respond fast with a clear outreach trail.
Integrate Schedule by Zapier and scheduling tools to trigger a renewal window check for contracts due in three months.
Integrate Formatter by Zapier and date tools to add three months and output a YYYY-MM-DD due date for matching.
Integrate Asana and task tracking tools to search the configured project for tasks with a due date equal to the computed value.
Integrate Filter by Zapier and workflow controls to continue only when Asana finds a matching task for the computed date.
Integrate Gmail and email distribution lists to send the task permalink and due date to configured leadership recipients.
Integrate Asana and task tracking tools to update the matched task with a reminder flag or owner change after the email sends.
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Step 3
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