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When a contract’s term end date is approaching, business affairs needs to prepare renewals proactively. This automation runs weekly, identifies expiring contracts that haven’t been flagged yet, generates renewal briefs, creates tickets in a project management tool, and notifies the team — while tracking which contracts have already been processed to avoid duplicate alerts.

Trigger

Schedule — a CRON expression runs the workflow weekly (e.g. 0 9 * * 1 for every Monday at 9 AM).

Workflow

1

Query expiring contracts

An API Request step with the Royaltyport API preset queries contracts with term end dates in the next 90 days.
2

Filter already-notified contracts

A Database step reads the notified_contracts table in an automation database to get a list of contract IDs that have already been processed. A Code step filters the expiring contracts list, removing any that already have a record in the table.
3

Generate renewal briefs

A Loop step iterates over the remaining contracts. Inside each iteration, a Transformer step generates a renewal brief summarizing the parties, current royalty rates, territory scope, and revenue performance.
4

Create a ticket

An API Request step creates a ticket in a project management tool (Monday, Jira, Asana, or similar) with the renewal brief, contract details, and a link back to the contract in Royaltyport.
5

Notify the team

A Notification step emails the A&R or business affairs contact with the renewal brief and a link to the created ticket.
6

Mark as notified

A Database step inserts the contract ID, notification date, and ticket URL into the notified_contracts table so the contract is skipped on future runs.
The notified_contracts automation database table acts as a deduplication log. You can browse it in the database editor to see which contracts have been flagged and when.

Key Features Used

Triggers

Configure schedule triggers with CRON expressions.

Transformer

Use AI to generate structured output from workflow data.

Databases

Create automation databases for tracking state across runs.

More Examples

Browse all example workflows.