Skip to main content

Looking for a solution to leverage the Workflow Automator module specifically 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.

Join the Community or User Group to Participate in this Discussion

Reply