Termination Date Sweep

Legal / AUTOMATE.md

Every quarter, check the termination notice windows still open and email the owner a short list before the deadline passes.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Open notice windows counted
  • Owners warned a quarter early

How it runs

  1. 1. Starts

    Every quarter on the first business day

  2. 2. Delivers to

    Email

  3. 3. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why legal and compliance teams set this up

Renewal dates live in clause text, in individual calendars, and in the memory of whoever signed the contract. Teams usually discover a renewal when the invoice arrives, which is after the notice window has closed. The result is an agreement that rolled over at a higher price, or a service that switched off because nobody sent the termination notice on time.

See the whole job: Renewal Calendar

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It compares and flags. Every legal call stays yours.

  • It never signs or advises

    It quotes deviations against your playbook. Accepting, signing and advising stay with a lawyer.

  • Every flag shows its source

    Each deviation quotes the clause it is about, every step is recorded, and a file change can be put back.

  • Confidential stays contained

    Each automation reaches only the folders you connect for it, and a local model keeps processing on your machine.

Termination Date Sweep

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Contract management systems

Storing signed contracts and running approval routes.

Their rules can't read new paper against your playbook or explain a deviation in plain words.

Flowchart automation tools

Moving records between apps.

Clause-level judgment does not fit into branches, and every exception becomes another one to maintain.

AI chat assistants

Summarizing a contract when you paste it in.

Nothing happens until someone asks, and the playbook lives in a chat instead of a document you control.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Auto-Renewal Window Warning

60 days before an auto-renewal window closes, flag the clause, name the opt-out date, and post the reminder to the contract owner.

60 days before an auto-renewal notice deadline

Renewal Forecast

Every month, pull the renewals due in the next 120 days and email the list with owner, value, and notice date.

Every month on the first business day

Renewal Notice Reminder

90 days before a renewal date, open a notice task, email the contract owner, and write the notice deadline into the tracker.

90 days before a contract renewal date

Related workflows

Contract review

Compares incoming clauses against the recorded positions and returns the exceptions as a short list, so a reviewer opens a document with the argument already framed.

1 automation

Deadline alerts

Watches every tracked date across contracts, filings, and matters, and warns the named owner while there is still time left to act on it.

Write your own

Contract Intake Triage

Routes every contract request to the right lawyer with the type, value, and risk already read off the document.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon