Supplier contract & rebate renewal tracker (Make recipe)
Outcome: No more missed contract renewals or unclaimed rebates: reminders 90, 60 and 30 days out.
What you need
- Google Sheet of contracts (supplier, category, end date, rebate terms, owner)
- Make
- Email or Slack
Steps
- Scheduled scenario: daily at 8:00 AM.
- Search Rows: contracts where end date is 90, 60 or 30 days away, or rebate claim date is within 14 days.
- AI module (optional): summarize the key terms from the contract notes column.
- Send the owner an email/Slack with the summary and a link to the row.
- Monthly digest to the procurement lead of everything due next quarter.
Check your company's data and AI policies before sending guest or vendor data to any third-party tool.
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