AUTOMATION

How to Automate Renewal Reminders

Set up automated reminder systems that ensure you never miss critical deadlines again.
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Steps to Automate Reminders

Choose Reminder Channels

Set up email, SMS, WhatsApp, or Slack notifications based on urgency and team preferences.

Configure Reminder Schedule

Typically 90, 60, and 30 days before expiration, with weekly alerts in final 2 weeks.

Assign Escalations

Automatically notify managers if deadlines are at risk of being missed.

Test and Refine

Start with a few high-priority items and adjust timing based on your team's workflow.

Benefits of Automated Reminders

Zero Missed Deadlines

Automated alerts ensure nothing falls through the cracks.

Save 15+ Hours/Month

Eliminate manual reminder emails and calendar checks.

Reduce Stress

Stop worrying about what you might have forgotten.

Ready to Get Started?

Start tracking renewals today with automated reminders.
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