Catch 100% of unpaid renewals 14 days early and reduce policy lapses by up to 80%.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set up a Notion database with columns for policy number, renewal date, payment status, and assigned agent
Step 2: In Make, create a scheduled scenario that runs every morning at 8 AM
Step 3: Filter Notion rows where renewal date is within 14 days AND payment status is 'Unpaid'
Step 4: For each match, create a Todoist task assigned to your billing contact with the policy number and renewal date in the task title
Step 5: Add a Notion action to tag the record as 'Flagged for Follow-Up'
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See PlansNotion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
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