All automations
Due date → Nudge
Renewal & follow-up reminders
We build a workflow that watches the dates that matter — contract renewals, quotes awaiting a decision, follow-ups you promised — and reminds the owner in good time with the relevant document linked. The revenue you lose to things quietly lapsing is the revenue this protects.
Built on requestIncluded from GrowthOutlookSharePointMicrosoft GraphLogic Apps
Trigger
A contract, quote, or task approaches its date
What we make happen
The owner gets a timely reminder with the context attached, before it lapses
How we deliver it
- 1
We identify the date sources — a SharePoint list, a spreadsheet, or a calendar.
- 2
We build the reader for those sources on Azure, running through Microsoft Graph. That reader is the bespoke half; it feeds the deadline tracking we already run.
- 3
Each reminder links straight to the document or record in question.
- 4
We refine the timing so nudges are useful, not noise.
- 5
If the dates can live in your ID360 portal instead of a spreadsheet, deadline tracking covers this with nothing bespoke to build — you keep that list yourself on the portal's Deadlines screen, or we load it for you.
Built for you, not running yet
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding and run it against the permissions listed in our terms. Review recorded automated runs in your Microsoft 365 activity view. Coverage is partial, not a record of every access or a complete cross-product audit trail. See how it fits together.
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A new hire is ready on day one, and loses access just as cleanly when they leave.
Want this running on your inbox?
Choose a management plan to begin onboarding. We will review the fit and agree an estimated setup timeline based on scope, Microsoft licensing, admin access, and DNS readiness. This is not a guaranteed go-live date.
Choose a management plan