DOCUMENT OPS
Expiring-Contract Renewal Nudge Before Retention Cutoff
Each week it finds signed agreements whose term ends within 60 days, asks the owner whether to renew or let it lapse.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionFind agreements with term ending in 60 daysAirtable
- ActionSend renew-or-lapse prompt to ownerSlack
- LogicInterpret response: renew vs lapse
- OutputWrite decision and updated dates to AirtableAirtable
What it does
Before a contract reaches the end of its active term and becomes a purge candidate, this workflow surfaces it to the document owner and captures an explicit renew-or-lapse decision. It stops valuable agreements from being silently retired and keeps the retention queue honest.
When to use it
Use this when expiry and retention are intertwined and you want a human checkpoint: a 60-day heads-up gives owners time to renew before the document drops out of the active set and into the purge pipeline.
How it works
A weekly schedule scans the Airtable register for agreements whose term-end date falls within 60 days. For each match, a Slack message with renew and lapse buttons is sent to the document owner. A logic step interprets the response: renewals update the term-end and retention dates and reset the document's status, while lapses flag the file for the standard retention countdown. Every decision is written back to Airtable for the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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