Automation recipe
A branching automation that nudges the contract owner as a renewal approaches and escalates to operations if the window is missed, so renewals never slip.
Overview
Renewals are lost to silence more than to decisions. An automated cascade reminds the owner at each window before expiry and escalates if the reminders go unanswered, so a renewal is a choice rather than an oversight.
This template is the built-in Contract renewal cascade recipe in Atlas. It fires when a contract task is updated and notifies the owner across the renewal windows, escalating to operations near the deadline.
Because it ships as a branching recipe, the automation templates page shows the reminder windows as a tree before you install, so the cadence is clear.
What is included
The recipe fires when a contract task is updated so the cascade tracks renewal activity.
Notify actions that nudge the contract owner as the renewal window approaches.
A late-window step that escalates to operations if reminders go unanswered.
The reminder windows render as a tree on the templates page before you install.
Pick the contract owner, with the cascade cadence built into the recipe.
How to use it
Go to /settings/automations/templates and select the Contract renewal cascade recipe.
Pick the contract owner who should receive the renewal reminders.
Check the reminder and escalation steps in the tree preview so the cadence fits your process.
Install the recipe so renewal reminders fire as contract tasks are updated.
FAQ
Ready when you are
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