Email to you
Renewals coming due
A renewal, contract, subscription, or expiration date in the next 30 days, or up to 7 days past, is emailed to you. Cancelled rows are skipped. The customer is not emailed.
What it reads
Emails you contracts or subscriptions whose renewal, contract, or expiration date falls within the next 30 days, or up to 7 days past. Cancelled rows are skipped.
Who hears about it
Email to you. This one never emails your customers or vendors.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.