DOCUMENT OPS
Trigger renewal reminders from the Coda obligations register
Runs daily over the Coda obligations register and, for any contract whose renewal-notice deadline is approaching.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionRead renewal dates from Coda registerCoda
- LogicKeep rows hitting a 90/60/30-day notice threshold
- ActionPost deadline alert to Slack ownerSlack
- OutputCreate or update Linear renewal taskLinear
What it does
Scans the Coda obligations register every day and finds contracts whose renewal-notice deadline falls inside a warning window (90, 60, and 30 days out). For each one it posts a Slack alert to the owning team and opens a Linear task to decide renew, renegotiate, or terminate before the auto-renew clause fires.
When to use it
Use it once your obligations register exists but renewals still slip through. This closes the loop so an auto-renewing contract never lapses into another term unnoticed, and every approaching deadline becomes an owned, trackable task.
How it works
- 1A daily schedule kicks off the run.
- 2The flow reads rows from the Coda obligations register and computes days-until-notice from each renewal date and notice period.
- 3A logic step keeps only rows crossing a 90/60/30-day threshold today and dedupes ones already alerted.
- 4A Slack message goes to the contract owner with the counterparty, deadline, and renewal type.
- 5A Linear task is created (or updated) so the decision is tracked to completion.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect LinearIssues, projects, cycles, triage.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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