Access to contract module via workflow Automator for contract management. The goal is to automatically generate tickets when a contract is approaching its expiration date. This automation should help ensure timely follow-up and renewal actions, reducing the risk of contracts lapsing without attention. Please provide guidance or implement a workflow that monitors contract expiration dates, and upon reaching a defined threshold (e.g., 30 days before expiry), triggers the creation of a ticket assigned to the appropriate team for action.
New Idea
Contract module for workflow Automator
The contract module requires more than a simple workflow overhaul. It lacks robust filtering options for sorting and exporting data, and there's currently no functionality for bulk data import. Additionally, while each contract type starts with minimal default fields—allowing for extensive customization—the custom fields added aren’t accessible through the data export feature. This gap significantly limits the module’s usability for reporting and analysis.
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