This workflow checks your Notion policy database daily for renewals due in the next 14 days with no recorded payment. It creates a task in Todoist (a task management app) for your billing team and logs the at-risk policy so nothing slips through. You stop losing clients to accidental lapses.
Set up a Notion database with columns for policy number, renewal date, payment status, and assigned agent
In Make, create a scheduled scenario that runs every morning at 8 AM
Filter Notion rows where renewal date is within 14 days AND payment status is 'Unpaid'
For each match, create a Todoist task assigned to your billing contact with the policy number and renewal date in the task title
Add a Notion action to tag the record as 'Flagged for Follow-Up'
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCatch unpaid renewals early and reduce policy lapses.
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