Hello.
I want Monday.com to notify us automatically when a renewal is due on a customer contract at 60 days.
I can add a formula to display RENEWAL DUE in the formula column, but I want this to change the STATUS column on that row, therefore I can add an automation to notify my staff that the status has changed.
Is there an extention I need to install to make this happen? I had this feature in Airtable and it was very useful!
Hello @MikeSeno
You do not need an extension to do this in Monday com but it cannot be done directly from a formula column since formulas cannot change other columns or trigger automations.
The usual workaround is to use a Date column for the contract end date and then create an automation that says when date arrives or when date is 60 days before date then change Status to Renewal Due and notify someone.
If you already have the end date stored this works well and behaves very similarly to what you had in Airtable.
If you need more complex logic for example based on multiple conditions then you would need an external automation tool like Make or Zapier but for a simple 60 day renewal alert the built in automations should be enough.
So in short no extension is required you just need to base the automation on a date column instead of a formula column.
Dr. Tanvi Sachar
Monday Certified Partner, Monday Wizard
Hi Mike,
@drtanvisachar’s already put you on the right track: you need a date column to be able to run an automation on the renewal date.
To start, you’ll need to set the renewal date once when the contract is created. You can either set it manually, or, if the renewal date is 60 days from the moment the contract item is created, you can do it with an automation:
Then, when the renewal date arrives, you can change the status of the contract, notify someone, and then push it again by 60 days:
If, instead, you want to automatically calculate the first renewal date, you’ll want to use an app for that. There are many options, one of which is Automato (an app we offer):
You’ll need to be careful that you or your staff don’t overwrite the contract date, as it might recalculate a renewal date that is in the past (new date + 60 days).
Good luck!
–
Automato on monday marketplace | Complete automation reference | Pricing
Hi @MikeSeno instead of each of these work arounds- you can change your formula column to a date column, and use an AI block (native functionality) to set that date to 60 days before the contract end date.
