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Automatic emails based on expiration dates

Automate email reminders for renewals directly from Google Sheets, sending personalized notifications one month before each expiration date to prompt users for renewal.

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Why you should use this

This automation sends automatic emails when approaching expiration dates tracked in a Google Sheet, providing timely reminders to stakeholders to renew contracts, re-certify, or restock items. It prevents lapses and ensures compliance by maintaining continuity in operations and obligations. By automating critical reminders your organization can safeguard against potential disruptions or legal issues due to expired terms or certifications.

How it Works

This Lido automation connects to your Google Sheet, calculates any specified number of days before a specified date, then automatically triggers an email based on the calculated reminder date.

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Connect your Google Sheet to Lido

Connect your Google Sheet to Lido with one-click. Updates in your Google Sheet are automatically pulled into Lido.

Calculate X days before a date in Google Sheets

Use Lido's spreadsheet to calculate a reminder date any number of days before a Google Sheets date.

For example, if your expiration dates are in column G, and you want to send automatic emails 30 days before the expiration, then your formula is simply:

=G2-30

Send automatic reminder email

Write another formula to check if today's date is equal to your calculated reminder date. If it is, then automatically trigger an email with Lido's SENDGMAIL formula. You can include details from a Google Sheets row in the subject or body of your email. The recipient email can be dynamically pulled from each row in your Google Sheet, or be sent to the same email address every time.

IF(TODAY()=H2, SENDGMAIL(<sender-email>, "recipient@email.com", "Reminder!", "Deadline is in 30 days"))

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.
Instructions from the Lido blog ->
Youtube video ->
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Who should use this

Ideal for contract managers, compliance officers, and inventory specialists who need to track expiration dates for contracts, certifications, or perishable inventory. This automation is crucial for organizations that require timely action to renew agreements, re-certify qualifications, or manage stock levels.
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