Contract renewal alerts
A daily automation that finds the contracts coming due & emails the account owner ahead of time, built from one request & a spreadsheet.
Use case
The request
We need to know when service contracts are about to expire. We keep missing renewal dates and finding out from the client, which is embarrassing.
What Chip builds
- A contracts table. One row per contract, imported from the spreadsheet, that remembers which warnings have gone out so nobody is nagged twice.
- A daily automation. Every morning it finds the contracts coming due, skips any already warned & emails the account owner.
- A contracts list sorted by end date, soonest first, with filters on status & owner.
- Documents that explain it, including why those warning points & how to change them.
Chip rehearses it against your real contracts with sending switched off, then activates it.
How it runs now. Every morning the account owner hears about each contract a month out & again a week out. Nobody finds out from the client. Change the timing, the recipient or the channel with one more sentence.