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Why you should use this

This renewal tracking software automatically monitors and alerts for upcoming renewals using data from Google Sheets, ensuring that no critical deadlines are missed. It streamlines the renewal process, enhances compliance by maintaining continuous service coverage, and aids in budget planning by providing advance notice of renewal costs.

How it Works

This automation checks to see if today's date matches a renewal date specified in a spreadsheet and automatically sends an email if TRUE.

Connect renewal dates in a Google Sheet to Lido

Lido connects to anywhere your renewal tracking dates live, most commonly Google Sheets.

Check if today’s date is equal to the tracked renewal date in the Google Sheet

IF(TODAY() = C2,SENDGMAIL(<tim@gmail.com>,B2,”Reminder", "Upcoming renewal date”….)

Send an email if there is an upcoming renewal

Send a personalized email from Gmail or Outlook account for each tracked renewal row that requires an alert.

SENDGMAIL(<sender-credential>,B2,"Renewal deadline in 3 days","[Contract] is up for renewal in 3 days")

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

Ideal for contract managers, IT administrators, and any professionals responsible for managing ongoing service agreements or subscriptions. This tool is crucial for organizations that need to keep track of numerous renewal deadlines to avoid service interruptions.