Digital Worker

All Digital Workers

CR

Contract Renewal Notification

Each month the Digital Worker (DW) will send contract renewal notification via email.

Industry:

Accounting

Finance

All Industries

Function:

Accounts Receivable

Steps

  1. Login to CRM, Accounting, ERP or other system.
  2. Get list of customers with contract renewal date 90 days from today.
  3. Send 90 day email and update system with note.
  4. Get list of customers with contract renewal date 60 days from today.
  5. Send 60 day email and update system with note.
  6. Get list of customers with contract renewal date 30 days from today.
  7. Send 30 day email and update system with note.
  8. Update Exceptions and Results log.

Benefits

No items found.

Popular Applications

Our services are not limited to these applications. This Digital Worker is available for any cloud based application.

CR

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