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Notifications & Alerts

Alert Types

Understanding the different types of alerts and what action they require.

Alert Categories & Required Actions

AlertTriggerAction RequiredDeadline
Contract ExpiringX days before expiryRenew, renegotiate, or let expireBefore expiry date
Compliance ExpiringVendor document nearing expiryRequest renewal from vendorBefore expiry
Signature PendingDocument waiting for youSign or declineBefore request expiry
Approval PendingSOW/request awaiting your reviewApprove, reject, or delegatePer configured SLA
Timesheet OverdueVendor hasn't submitted on timeFollow up with vendorPer period deadline
Payment OverdueInvoice past payment termsProcess paymentImmediately
AI Credits LowCredits at 80%/90% usageConsider upgrading or reducing usageBefore 100%
Obligation DueContractual obligation approaching deadlineFulfill or note completionBefore due date
Auto-Renewal Opt-OutApproaching opt-out deadlineDecide whether to renewBefore opt-out deadline