Automated Contractbook Renewal Reminders
Every Monday, WebRun opens Contractbook, finds contracts due to renew or expire in the next 30 days, posts an alert naming the contract and its owner in Microsoft Teams, and creates a Trello card so the renewal has an owner and a deadline.
How do I track upcoming Contractbook renewals before they expire?
Every Monday, WebRun scans Contractbook for contracts renewing or expiring within 30 days, posts an alert to the contract owner in Microsoft Teams, and creates a Trello card with the expiry date as the due date. Renewals get a named owner and a deadline weeks in advance instead of surfacing the week a contract lapses.
- Renewals get flagged 30 days out instead of the week they lapse
- Every expiring contract has a named owner and a due date
- Auto-renewing contracts are visible without needing a manual review
Built for Legal and ops teams · procurement · account managers · small business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.contractbook.comin a real browser with your saved login - no setup, no API keys. -
1
Contractbook - find contracts nearing expiry
contractbook.com
WebRun opens Contractbook to find contracts nearing expiry. - Open Contractbook and filter contracts by renewal or expiry date
- Capture contracts expiring in the next 30 days with their owner and counterparty
- Note whether each is set to auto-renew or needs action
Done when Every contract expiring within 30 days is listed with its owner and renewal terms.
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2
Microsoft Teams - alert the contract owner
microsoft.com
WebRun opens Microsoft Teams to alert the contract owner. - Post an alert to the contract owner naming the contract and days until expiry
- Group contracts that need action separately from ones set to auto-renew
- Pin the alert if a contract expires within 7 days
Done when Every contract owner has been alerted about their upcoming expiry.
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3
Trello - create the renewal card
trello.com
WebRun opens Trello to create the renewal card. - Create a card on the renewals board for each contract needing action
- Set the card's due date to match the expiry date
- Assign it to the contract owner
Done when Every contract needing action has a Trello card with an owner and due date.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it renew or resend a contract on its own?
No. WebRun only flags the contract and creates a Trello card. Sending a renewal, an amendment, or a new envelope for signature stays a step a person takes in Contractbook.
How far ahead does it warn about an expiry?
It looks 30 days out every Monday, so a contract due to expire gets flagged with real lead time instead of the week it lapses.
Does it flag contracts set to auto-renew?
It lists them separately so the team can see them, but the Trello card and Teams alert focus on contracts that actually need a decision.
Related templates
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